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Processor: Licensing & Contracting for Life Insurance

Company: Wealth Financial Life
Location: Burbank
Posted on: November 6, 2018

Job Description:

We are looking for a reliable and organized Licensing and Contracting Processor to join our growing Team!

We are looking for a reliable and organized Licensing and Contracting Processor to join our growing Team! You will undertake an intermediary role between our business partners (financial professionals/agents/agencies/brokers), our company as the national wholesaler, and over 40 insurance companies with whom we work. The goal is to help our business partners obtain carrier contracts approved in a timely manner and uphold our organization's highest level of customer service. Licensing and Contracting Processor duties and responsibilities will include analysis and evaluation of agent application forms, organized filing, constant follow-up and follow through via calls and email to agents and life insurance companies, as well as writing and finalizing contracts for commissions.

  • Process Licensing and Contracting Agent Applications
  • Obtain pending requirements such as Agent Application Forms, Commission Level Appointment Forms, and Transfer Paperwork.
  • Process Carrier Contracts through Sure LC Software
  • Maintain the Licensing and Contracting Department which includes but is not limited to:
  • Keeping updated new and existing Agent Contracts and Carrier Requirements
  • Organize Filing System for all Agents with Contracts and Commissions
  • Create Commission Contracts and Follow-up and Follow-through Approval with Carriers
  • Stay aware of and up to date with Carrier Processing Procedures
  • Create, Organize and Maintain Carrier Licensing and Contracting Contracts
    • Uphold Excellent Customer Service and Customer Relations with all Business Partners
    • Follow-up in and Follow-Through in Business Development Initiatives with potential partners and newly contracted agents, brokers, and agencies
    • Coordinate with New Business Department regarding Licensing Requirements for New Business Submission
    • Keep all Carrier Contracts Updated for all Companies and Products
    • Travel Out of Town for Conferences and Training as needed
    • Assemble Contracting Kits for New Business Partners
    • Provide Broker/Agent Support Pertaining to any Licensing and Contracting Needs
    • Provide Office Support to VP on an as need basis
    • Provide administrative support to President/CEO on as need basis related to Licensing and New Business Contracts and Applications
    • Follow up with clients and agency leader to clarify important information on commissions and pending requirements and transfer paperwork, if applicable
    • Cultivate trustworthy referral networks, suggest alternate channels, and cross-sell products and services
    • Forge relationships, dedication and trust between WFLife and our Business Partners
    • Work within established regulations and adhere to law requirements at all times Requirements
      • Preferred working experience in a processor role
      • Good knowledge of CRM software and MS Office and Excel
      • Organized and Great in Follow-Up and Follow Through
      • Excellent communication and people skills
      • Balance between customer satisfaction orientation and a results driven approach
      • Self-Starter and Team Player

        Keywords: Wealth Financial Life, Burbank , Processor: Licensing & Contracting for Life Insurance, Other , Burbank, California

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