AmeriLife

Financial Services

LicensingSpecialist

Clearwater, Florida, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Licensing Specialist at AmeriLife. Skills: licensing and contracting, communication, problem solving. Process contracts for licensed insurance professionals. Conduct agent or marketer outreach to resolve licensing and contracting open issues”

What You'll Achieve.

ensure agency and affiliate satisfaction; timeliness; productivity; quality

Industry & Context.

Financial Services
Problems you'll solve

creative problem solving; research solutions; address exceptions; resolve licensing issues

What They're Looking For.

Must Have

High School Diploma

Nice to Have

Bachelor’s degree, Financial Services industry experienced

What You'll Do.

Process contracts for licensed insurance professionals

Conduct agent or marketer outreach to resolve licensing and contracting open issues

Monitor exception reports

research solutions and address exceptions as needed

Ensure commission and hierarchy levels match contracts for agents

Integrate new agency and affiliate partners through onboarding intake calls

required paperwork processing

and associated processes

Assist with direct agent onboarding

Perform duties within required service level agreement terms and performance requirements including timeliness

productivity and quality

Utilize established performance management systems and processes

Solve Salesforce cases as assigned

Engage Carriers and External Partners to efficiently resolve licensing issues

Fulfill Agent Release Requests as needed

How You'll Work.

Team & Collaboration

Effectively communicate with internal and external stakeholders to ensure agency and affiliate satisfaction; Actively participate in team planning and process improvement activities

Communication Scope

Excellent communication skills; Effectively communicate with internal and external stakeholders

Full Job Description

**Our Company** Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. **Job Summary** **Job Description** **Duties/Responsibilities** * Process contracts for licensed insurance professionals * Conduct agent or marketer outreach to resolve licensing and contracting open issues * Monitor exception reports, research solutions and address exceptions as needed * Ensure commission and hierarchy levels match contracts for agents, agencies, and carriers * Effectively communicate with internal and external stakeholders to ensure agency and affiliate satisfaction * Integrate new agency and affiliate partners through onboarding intake calls, required paperwork processing, and associated processes * Assist with direct agent onboarding * Perform duties within required service level agreement terms and performance requirements including timeliness, productivity and quality * Utilize established performance management systems and processes * Solve Salesforce cases as assigned * Actively participate in team planning and process improvement activities * Engage Carriers and External Partners to efficiently resolve licensing issues * Fulfill Agent Release Requests as needed * Other duties as assigned **Qualifications** * High School Diploma required; Bachelor’s degree preferred * Self-starter with ability to learn quickly * Highly skilled in attention to detail * Excellent organizational, communication and time management skills * Positive approach to taking initiative and creative problem solving * Proficient user of Microsoft Office Suite or similar (Excel, Word, PowerPoint) * Financial Services industry experienced preferred **What AmeriLife Offers**

Free ATS check

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