Licensing Care Associate (Insurance Licensing)

Location: Hybrid in Troy, Michigan, United States; travel less than 25%

Company

hirify.global is a financial services firm providing insurance licensing support for financial advisors and agents.

What you will do

• Review contracting applications, appointment requests, product training, and licensing requirements.
• Submit license and appointment requests on time and enter requirements accurately into databases.
• Respond to inquiries from financial advisors and agents and send follow-up notices until requirements are completed.
• Communicate with insurance companies, financial advisors, agents, management, and the new business team to resolve submitted-business issues.
• Monitor the licensing mailbox, handle escalated cases, identify problems, and coordinate special projects related to insurance licensing initiatives.

Requirements

• High school diploma or equivalent with a minimum of four years of experience in annuities, life insurance, long-term care, disability income products, financial services, or a customer service-related field preferred; or an associate’s degree in Finance or a business-related field with two years of relevant experience preferred; an equivalent combination of experience, education, and training approved by Human Resources may also qualify.
• Bachelor’s degree preferred, including Business Administration or Finance.
• Knowledge of general office concepts, insurance operations policies, assigned-area process flows, and applicable regulations.
• Ability to communicate detailed insurance-company information clearly to financial advisors and agents and relay information to insurance carriers.
• Ability to operate standard office equipment and use software applications for correspondence, reports, electronic communication, spreadsheets, and databases.
• Ability to organize, manage, and track multiple detailed assignments with changing priorities and deadlines in a fast-paced environment.
• Effective oral and written communication with internal associates and external contacts at all levels.
• Ability to gather relevant information, analyze data, identify discrepancies, research issues, make decisions, and solve problems.

Culture & Benefits

• Hybrid workstyle with a people-first culture centered on client-first service, integrity, independence, and a conservative long-term perspective.
• Benefits may include medical, dental, vision, life, critical illness, accident, and disability insurance.
• Benefits may include retirement savings, paid vacation, holidays, sick leave, and parental leave.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• Equal opportunity workplace that values diverse backgrounds and authentic contributions.