7 часов назад
Contract Licensing & Registration Senior Analyst (Insurance)
21 - 32$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Contract Licensing & Registration Senior Analyst (Insurance): Supporting licensing, compliance, and registration processes by analyzing eligibility, processing state appointments, and providing high-quality service to field and home office partners with an accent on regulatory accuracy, risk assessment, and operational efficiency. Focus on resolving complex licensing situations, cross-referencing state and company records, and improving high-volume customer service workflows.
Location: Milwaukee, WI Corporate; hybrid
Compensation: $21.77–$32.66 per hour
Company
is a financial services company focused on putting clients’ interests at the center of its work.
What you will do
- Analyze licensing and registration eligibility requirements and identify compliance concerns before representatives receive solicitation authority.
- Support licensing applications, continuing education, state requirements, and appointment processing.
- Process and terminate state appointments using SIRCON, state websites, RegEd, and other online resources.
- Resolve routine and complex licensing inquiries, escalating specialized issues when necessary.
- Cross-reference state licensing records with company records to maintain compliance and accuracy.
- Meet service-level and phone performance standards while contributing knowledge and process improvements.
Requirements
- Associate’s degree in business or a related field, or at least 5 years of insurance or securities experience.
- At least 3 years of customer service experience.
- Strong analytical, problem-solving, communication, organizational, and attention-to-detail skills.
- Ability to resolve complex and sensitive issues accurately in a high-volume environment.
- Ability to work independently and coach others on core customer service responsibilities.
- Fingerprinting and completion of required forms are required under NMIS guidelines; the position is classified as Non-Registered Fingerprinted under FINRA.
Culture & Benefits
- Collaborative, high-performing work environment.
- Emphasis on continuous improvement, policy and procedure development, and operational efficiency.
- Commitment to equal opportunity and an inclusive workplace.
- Salary transparency with geographic-specific pay structures for eligible locations.
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