- Location
- Clearwater, FL, United States of America
- Workplace
- Hybrid
- Type
- Contract
- Education
- High School
- Source
- Workday
Description
Our Company
Explore how you can contribute at AmeriLife.
For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
AmeriLife is in the midst of an exciting and significant transformation of its operational infrastructure to better serve the evolving needs of its stakeholders across the country. As such, we’re looking for a Licensing Specialist to help us continue pushing our ambitious roadmap forward.The Licensing Specialist is a key contributor to the success of the licensing and contracting area and the business they support throughout the organization. This person must be well organized, able to work with various insurance carrier representatives as well as partner with internal operations and key stakeholders simultaneously.
Job Description
Duties/Responsibilities
- Process contracts for licensed insurance professionals
- Conduct agent or marketer outreach to resolve licensing and contracting open issues
- Monitor exception reports, research solutions and address exceptions as needed
- Ensure commission and hierarchy levels match contracts for agents, agencies, and carriers
- Effectively communicate with internal and external stakeholders to ensure agency and affiliate satisfaction
- Integrate new agency and affiliate partners through onboarding intake calls, required paperwork processing, and associated processes
- Assist with direct agent onboarding
- Perform duties within required service level agreement terms and performance requirements including timeliness, productivity and quality
- Utilize established performance management systems and processes
- Solve Salesforce cases as assigned
- Actively participate in team planning and process improvement activities
- Engage Carriers and External Partners to efficiently resolve licensing issues
- Fulfill Agent Release Requests as needed
- Other duties as assigned
Qualifications
- High School Diploma required; Bachelor’s degree preferred
- Self-starter with ability to learn quickly
- Highly skilled in attention to detail
- Excellent organizational, communication and time management skills
- Positive approach to taking initiative and creative problem solving
- Proficient user of Microsoft Office Suite or similar (Excel, Word, PowerPoint)
- Financial Services industry experienced preferred
What AmeriLife Offers
A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
Equal Employment Opportunity Statement
We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.
Americans with Disabilities Act (ADA) Statement
We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [email protected].
Pay Transparency Statement
We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.
Background Screening Statement
Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.
