Licensing Care Associate

Job Description Summary

Job Description Summary
Under limited supervision provides support and assistance to Licensing Department to facilitate the processing of Insurance company contracting and appointment requests as well as product and state training for our financial advisors/agents. Specialist is responsible for coordinating requirements gathering on behalf of the insurance company communicating with carriers and financial advisor/agent as necessary throughout the licensing process. Identifying issues and working to resolve favorably. Specialist works closely with Licensing Associate and other team members to ensure client satisfaction. All assigned job responsibilities and projects will be consistent with department policy guidelines and procedures.

Job Description

Essential Duties and Responsibilities

• Perform review of contracting applications appointment requests product training and requirements

• Perform timely submission of license and appointment requests

• Input requirements into database and review for accuracy

• Respond to inquiries received regarding agent licenses and appointments

• Train new licensing associates

• Send follow up notices to financial advisors/agents until licensing requirements are completed

• Respond to escalated issues and requests from financial advisors

• Work with new business team on issues related to submitted business

• Communicate with insurance companies regarding submitted business or issues

• Work with financial advisor and insurance companies on escalated cases

• Monitors and works licensing mailbox for timely resolution

• Communicate with management with escalated problems as needed

• Special Projects related to Insurance Licensing Initiatives

• Performs other duties and responsibilities as assigned

Knowledge Skills and Abilities

Knowledge of

• Advanced Knowledge of:

• Principles practices and procedures of general office concepts

• Policies that govern insurance operations.

• Process flows within specific assigned functional area.

• Regulations for specific assigned functional area.

Skill in

• Advanced Skill in:

• Communicating detailed information provided by insurance company to clearly provide financial advisors/agents with status and course of action

• Relaying information to insurance carriers to help ensure best practices

• Identifying potential issues related to licensing

• Operating standard office equipment and using required software applications to produce correspondence reports electronic communication spreadsheets and databases.

Ability to

• Organize manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

• Use appropriate interpersonal styles and communicate effectively both orally and writing with internal associates and external contacts at all levels.

• Effectively gather all relevant information in order to analyze research and resolve business issues in order to make decisions.

• Analyzing data to identify discrepancies.

• Problem solving.

Educational/Previous Experience Requirements

• High School diploma or equivalent with a minimum of four (4) years experience in the areas of annuities life insurance long-term care and/or disability income products or financial services industry or customer service related field preferred.

• OR

• Associates degree (A.A.) in Finance or Business related field from a two-year college or technical school and two (2) years experience in the areas of annuities life insurance long-term care and/or disability income products or financial services industry or customer service related field preferred.

• Bachelors Degree Preferred.

• OR

• Any equivalent combination of experience education and/or training approved by Human Resources.

Licenses/Certifications

• None

Education

Bachelors: Accounting Bachelors: Business Administration Bachelors: Finance

Work Experience

General Experience - 4 to 6 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity) discretionary bonuses or commissions. This position is eligible for a benefits package that may include medical dental and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation holidays and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms core values of client-first integrity independence and a conservative long-term view.

We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture we honor value and respect the uniqueness experiences and backgrounds of all of our Associates. When associates bring their best authentic selves our organization clients and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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