The Licensing & Contracting Specialist will assist in administrative work to support a sales growth initiative. This position will draw upon skills in research, reporting, attention to detail, multiple system navigation, and communication. The Licensing & Contracting Specialist will need to be a self-starter, detail oriented, organized, diligent, resourceful, and a quick learner.



Onboard new Marketing Organizations, Agents, and Agencies to sell products in a high-volume environment with accuracy



Utilize a checklist approach to ensure all required credentials are in good order



Order and interpret background investigations appropriately



Validate critical compliance regulations are fulfilled correctly



Follow a detailed state matrix to validate appropriate state training requirements are completed



Maintain multiple systems and thoroughly document work activity and ongoing communication on assigned tasks



Calculate and verify commission accurately



Answer a high-volume of emails and calls to resolve contractual and commission inquiries



Develop professional and dependable working relationships across the organization and with external customers



Assist in swift escalation resolution



Identify and escalate trends, issues, and make recommendations for change



Provide timely responses and accurate information on inquiries, detailed statuses, and reporting



Support time-sensitive research initiatives and projects



Remain current on changes and updates for processes and operational procedures to ensure compliance with all regulations and expectations



Meet quality and productivity goals and deadlines for department standards



Mentor, train, and provide on the job training support to new team members



Responsible for adhering to all company guidelines and policies



Other responsibilities as assigned



Minimum of 2 years of customer service experience



Proven ability to quickly learn new systems, concepts, procedures, and apply knowledge



Ability to review and analyze incoming documents against company and state requirements



Demonstrated data entry accuracy, high quality performance and productivity in a high-volume environment



Application of flexibility and time management when handling multiple tasks



Ability to maintain a positive attitude dealing with difficult situations



Strong interpersonal skills with willingness to successfully support a team environment



Exhibited attention to detail and organizational skills



Demonstrated oral and written communication skills



Proficient software skills, including Microsoft Office



Strong computer skills with the ability to work simultaneously in multiple systems with dual monitors



PREFERRED QUALIFICATIONS:



Prior experience in Financial Services industry with knowledge of annuity products, Licensing & Contracting, general rules and regulations



Motivated self-starter