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Licensing & Contracting Specialist

The Jacobson Group
locationAtlanta, GA, USA
PublishedPublished: 6/14/2022
Recreation
Full Time

Job Description

Primary Responsibilities and Duties:

  • Handling licensing and contracting tasks.
  • Performing administrative work for policyholder services, including scanning and forwarding mail (lapse notices, premium invoices) to agents.
  • Ensuring agents follow up with clients to prevent policy lapses.
  • Tracking producer levels in Agency Works (CRM platform).
  • Setting up producer schedules based on production level and payout.
  • Manage contracting and appointment processes for life insurance and annuity producers across multiple carriers.
  • Handle initial agent onboarding and appointments, ensuring timely and accurate submissions.
  • Serve as primary point of contact for licensing-related inquiries and escalations
  • Monitor and revolve urgent issues related time-sensitive cases.
  • Maintain agent records in CRM and contracting platforms with up to date status and documentation.
  • Coordinate the mailing of policyholder service documents, such as lapse notices, beneficiary changes, and other time-sensitive communications.
  • Work with sales, case management, and operations teams to support agent success and compliance.
  • Look for opportunities to streamline processes and improve the agent’s experience.


Key Qualifications and Skills:

  • Minimum 6 years of experience with life insurance and annuity contracting with insurance carriers
  • Brokerage General Agency (BGA) experience with multiple carrier platforms
  • Proficiency with SureLC licensing platform
  • Experience with Agency Integrator or Smart Office CRM platform preferred
  • Experience with NIC Insured Connect policy in force system a strong plus
  • Excellent verbal communication and strong telephone presence to resolve requests
  • Tenacious in working with Home Office personnel with insurance carriers and proactive in meeting deadlines and follow up for completion of requests
  • Understanding of urgency with potential insured policy lapse notices and action required
  • Life insurance experience, with an understanding of various products (long-term care, asset, disability, life, linked benefit).
  • Strong communication skills, especially via email, to ensure clear communication with agents and prevent misunderstandings.

Preferred Qualifications:

  • College degree preferred, but not required
  • LOMA certification (e.g. FLMI, ALMI) a plus
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