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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