Life Insurance Licensing and Contracting Specialist
Job Description
Our client is a premier distributor of life, annuity, long-term care, and securities-based insurance products serving financial professionals nationwide. You’ll be at the center of it all, working closely with Partners, Carriers, Advisors, and Marketers to ensure smooth processing of agent licenses and contracting requests.
- HOURS: 8:30 am to 5:30 pm EST
- DURATION: Direct Hire
- WORKPLACE: In office
- PAY: $50,000 to $65,000 (To qualify for $60k + you must have recent existing life insurance licensing and contracting experience.)
- BENEFITS: Comprehensive package including medical, dental, vision, life insurance, 401k with employer match, and paid time off
- Review and prepare incoming contracts for input into the electronic work stream
- Contact agents for missing documents
- Process a high volume of work within established accuracy and time goals
- Review and analyze error notices on new policy applications
- Notify agents of required licensing, Errors and Omissions coverage, and Anti-Money Laundering training
- Process agent License and Appointments by performing necessary transactions to process state licensing, including payment of fees to state insurance
- Complete agent terminations by sending letters and terminating agent record and state appointments in all required systems
- Communicate with agents, field force, state insurance departments and vendors via telephone or email
- 2-5 years of life and annuity insurance industry experience
- Knowledge of licensing and contracting processes within life and annuity insurance
- Proficiency in Microsoft Office Suite and Google Suite
- Excellent communication and conflict resolution skills
- Strong attention to detail and organizational skills
- Ability to prioritize, delegate, and multitask in a fast-paced environment
Meet Your Recruiter
Account Manager
Since joining SDI Staffing in 2022, Nancy has demonstrated a strong aptitude for talent acquisition and client relations. She initially started as a Recruiter and has successfully transitioned into the role of an Account Manager. She has a deep passion for aiding candidates in their career journeys and takes great satisfaction in collaborating with clients to secure ideal candidates to add to their teams. Nancy's extensive knowledge in both Personal and Commercial Lines insurance, particularly with captive carriers, enables her to provide exceptional service. She works closely with clients to understand their specific needs and consistently delivers the perfect match for their offices.
In her free time, Nancy enjoys working out, trying out new restaurants, and spending time with her family.