Licensing Coordinator

Front-Line Processing Associate

Processes agent appointments and terminations within timeframes set in Enterprise Licensing department quality and service standards across all Western & Southern Financial Group entities. Front-line processing associate responsible for executing transactions. Responds to customer (internal and external) inquiries within established timeframes. Assists agents with first-time resident and non-resident licensing. Corresponds with home office personnel, field agents, financial institutions, broker / dealers and independent agents. Works with moderate supervision and is responsible for making a minimal range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.

Responsibilities

What you will do :

• Processes Agent Licensing through a working knowledge of the licensing procedures for each state. Ensures effective handling of licensing / renewal questions / problems by properly complying with and interpreting state insurance licensing regulations.
• Coordinates the handling of agent appointments and terminations to ensure that all forms are filed accurately with the individual states. Provides agent and all interested parties with formal communication of appointment or termination status according to quality and service standards. Responds to information requests within established timeframes.
• Communicates with general agents, financial institutions, broker-dealers and field offices to determine which agents will renew their appointments to represent WSLIC, WSLAC, Columbus Life or Lafayette Life. Obtains renewed state insurance licenses for agents, and enters renewal information in agent databases.
• Tracks appointments of Enterprise agents with insurance carriers.
• Maintains the licensing databases for life and variable life licensing and appointments. Works closely with broker-dealers to ensure agent compliance with state variable insurance licensing requirements in all states, where applicable.
• Establishes and maintains agent records in mainframe and PC systems. Ensures Enterprise licensing database is kept up to date for various W&SFG marketing departments.
• Utilizes the appropriate systems for licensing. Informs Systems personnel when adjustments or updates are needed.
• Provides outstanding customer service to ELD clients which include agents, general agents, banks, broker / dealers, W&S Agency offices, E-commerce providers and the core business units serviced by the department.
• Completes other projects as assigned by management.
• Performs other duties as assigned.
• Complies with all policies and standards.

Qualifications

Work Setting / Position Demands :

Travel Requirements :