Job Description
**Essential Duties and Responsibilities**
+ Perform review of contracting applications, appointment requests, product training and requirements
+ Perform timely submission of license and appointment requests
+ Input requirements into database and review for accuracy
+ Respond to inquiries received regarding agent licenses and appointments
+ Train new licensing associates
+ Send follow up notices to financial advisors/agents until licensing requirements are completed
+ Respond to escalated issues and requests from financial advisors
+ Work with new business team on issues related to submitted business
+ Communicate with insurance companies regarding submitted business or issues
+ Work with financial advisor and insurance companies on escalated cases
+ Monitors and works licensing mailbox for timely resolution
+ Communicate with management with escalated problems as needed
+ Perform review of contracting applications, appointment requests, product training and requirements
+ Perform timely submission of license and appointment requests
+ Input requirements into database and review for accuracy
+ Respond to inquiries received regarding agent licenses and appointments
+ Train new licensing associates
+ Send follow up notices to financial advisors/agents until licensing requirements are completed
+ Respond to escalated issues and requests from financial advisors
+ Work with new business team on issues related to submitted business
+ Communicate with insurance companies regarding submitted business or issues
+ Work with financial advisor and insurance companies on escalated cases
+ Monitors and works licensing mailbox for timely resolution
+ Communicate with management with escalated problems as needed