(800)-218-6484
Core Skills - Insurance Licensing, Communication, Documentation
Educational Qualification - Associate’s degree
About the Role
RD Global is a software consultancy with focus on Web & Application Development, UX Design, Robotic Process Automation (RPA), Mobile Development, IOT and Cloud Enabling. We develop software solutions for our partners by combining our professional expertise, domain experience and knowledge of latest technology trends. You may learn more about us at https://www.rdglobalinc.com/. Agenzee is our SaaS product that manages NIPR Insurance licenses and carrier appointments with ease. You may learn more about us at https://agenzee.com/.
The Insurance Licensing Coordinator will be responsible for providing administrative support in the areas of agent licensing, appointments, compliance and managing the licensing process for insurance agents, agencies, carriers and MGAs. Assess compliance of guidelines, procedures, filings, forms, and programs. The ideal candidate will have knowledge of insurance compliance, strong communication skills, and experienced with client facing interactions
Duties and Responsibilities:
- Research state requirements to determine applicable licensing requirements
- Maintenance of all producer and agency data in all applicable systems to meet licensing/compliance standards
- Monitor status of producer appointments and maintain accuracy of the data
- Research producer changes, appointments, and terminations in applicable systems
- Process new license, renew licenses, contact and address changes as well as new, renew and terminate carrier state appointments
- Validate license and appointment status of existing agencies, carriers and MGAs and their producers by state to ensure appointment statuses remains compliant with both Selective and State guidelines.
- Research regulations by reviewing regulatory bulletins and other sources of information
- Understand the different types of insurance (lines of authority)
- Understanding of NAIC, NIPR and other insurance industry organizations
- Develop and maintain processes and procedures regarding processing of new and renewal licensing, as well as new, renewal and termination of carrier appointments
- Ensure that company systems and products follow state and/or federal regulations
- Maintain updated knowledge of insurance regulations and compliance issues
- Stay current on all regulatory license/compliance standards and Departments of Insurance requirements in all states to perform responsibilities
Requirements:
- Minimum three (3) years of experience in insurance licensing in the Property & Casualty, and/or Life, Health & Disability Insurance Industry
- Must have experience in the following processes - new licenses, renew licenses, contact and address changes and new, renewal and terminaƟon of carrier appointments
- Ability to understand and interpret insurance laws, regulations, industry guidelines, statutes, administrative regulations, and precedents
- Strong research skills particularly in insurance compliance laws and regulations
- Knowledge of insurance or risk management
- Strong ability to multi-task on projects while being attentive to details and target dates
- Ability to work with a team and with all levels of the organization
- Self-motivated and goal-oriented
- Proven analytical and problem-solving abilities
- Excellent oral and written communication skills
- Strong interpersonal skills
- Proficient in Word, Excel, PowerPoint, and video conferencing