**Job Summary** Under general supervision, provides support and assistance to Licensing Department to facilitate the processing of Insurance Licenses, company appointments and product training for our financial advisors/agents. Associate is responsible for coordinating requirements gathering on behalf of the insurance company, communicating with carriers and financial advisor/agent as necessary throughout the licensing process. Identifying issues and working to resolve favorably. All assigned job responsibilities and projects will be consistent with department policy guidelines and procedures. **Essential Duties and Responsibilities** + Perform review of license 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 + 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 + Support Licensing Care Specialists with daily tasks as needed + Works with the Department of Insurance in all states as needed + Performs other duties and responsibilities as assigned **Knowledge of** + Advanced Knowledge of: + Principles, practices, and procedures of general office concepts + Policies that govern insurance operations. + Process flows within specific assigned functional area. + Regulations for specific assigned functional area. **Skill in** + Advanced Skill in: + Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. **Ability to** + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. + Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels. + Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions. + Analyzing data to identify discrepancies. + Problem solving. **Education/Previous Experience** + High School diploma or equivalent with a minimum of two (2) years’ experience in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service related field preferred. + OR ~ + Associate’s degree (A.A.) in Finance or Business related field from a two-year college or technical school and one (1) year experience in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service related field preferred. + Bachelor’s Degree Preferred. + OR ~ + An equivalent combination of education, experience and/or training approved by Human Resources. **Licenses/Certifications** + None **Travel Required:** + Yes, 5 % of the Time