New Position Licensing Specialist
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Position: Licensing Specialist
Location: Allentown, Pennsylvania
We are looking for a motivated and organized individual to become our Licensing Specialist. Our Licensing Specialist works closely with our health, life, and Medicare agent sales force across the country to appoint our brokers with over 30 insurance carriers. The Licensing Specialist reviews and processes new agent paperwork and maintains appointments for our existing brokers. This is a very fast paced environment that requires specialists to prioritize effectively and efficiently. The Licensing Specialist will spend significant portion of the day on the phone with various agents and carriers. Other duties include agent transfers, following up with Carriers to determine agent status, supporting brokers on licensing related matters, on-boarding of new agents, and maintaining agent appointment profiles.
  • Act as licensing support for all agents via telephone and email
  • Provide login access and guidance within SureLC, our licensing software
  • Review appointment documentation for completion, accuracy, and signatures
  • Submit new agent documentation to insurance Carriers
  • Communicate with Carriers regarding agent appointment status
  • Maintain appointment profiles for each agent
  • Experience in paperwork processing
  • Strong written and verbal communication skills
  • Excellent customer service skills
  • Ability to multi-task and prioritize
  • Attention to detail; highly organized
  • Self-motivated and efficient
  • Good problem solver and troubleshooter
  • Proficient with Excel, Word and reporting
  • •15 paid vacation days
  • •8 paid holidays
  • •Full health benefits, including vision and dental
  • •401K Plan
  • •Technology focused, fast paced working environment
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