JOB SUMMARY:

Initiate and/or monitor the life cycle of agents appointed with various Globe Life companies, to enable them to sell products for their appointing company.

Employee is responsible for the collection, cleaning, recording and retrieval of information/data from multiple sources. Responsible for the independent evaluation of source documents, verification for accuracy, updating internal and external systems as applicable, prepare reports and manage data storage and retrieval systems. Most all tasks for the Licensing Specialist require extreme detail, is considered time sensitive and must be acted upon with a sense of urgency.

PRIMARY DUTIES & RESPONSIBILITIES:

Daily Routine:

Review requests from potential agents seeking appointment, evaluate and make decisions based on company guidelines
Ordering and reviewing investigation reports and making business decisions on behalf of the company
Research and review proper licensure for all active agents
Process state appointment and/or terminations
Process biographical and demographical changes
Ensure hierarchies are set up properly to ensure accurate commissions payment
Calculating accounting totals, processing payment and/or refunds
Properly handling and securing sensitive information from our agents, both personal and payment related
Make logical, independent decisions
Monitor Group email boxes and respond in a timely manner
Phone calls/email – answer questions and resolve complex problems – suggest alternatives
Heavy oral and written communication with state insurance boards, agents and management
Communicate to Supervisor with a sense of urgency any problems with work flow, other departments, other company staff, emergency or unsafe situations, and company equipment
Communicate with external vendors and Department of Insurance on behalf of the company and make logical business decisions

Periodic Routine:

Involvement in testing stages in Licensing Systems programming and implementation
Completing analysis to process and pay state invoices
Other duties and/or projects as assigned.

Occasional Duties:

Involvement in state audits where accuracy of mass data and timeliness of evaluation is a requirement
Review compliance vendor information and suggest updates
Assist with departmental Agent communications
Ensure data accuracy by performing periodic evaluations and updating as necessary

Are you ready for your next career opportunity?

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