Description:

Summary/Objective

The Agent Licensing Associate/Coordinator plays a pivotal role in optimizing the agent onboarding experience, leveraging comprehensive knowledge of our suite of products and programs. This position is critical in ensuring a seamless integration of new agents into our operations by facilitating effective communication and coordination within the Policy Services Department. The Associate/Coordinator is entrusted with the responsibility of maintaining high standards of efficiency and excellence throughout the onboarding process, thereby directly contributing to the growth and success of our agent/IMO network.

Essential Functions

Process new agent applications

Conduct agent screening

Enter paper applications into the e-application system

Conduct new agent enrollment and onboarding, and verify agent training

Use NIPR related services

Pull and analyze assigned reports

Partner with the team to meet and exceed the agent’s service expectations

Assist with daily commissions

Receive calls

Other projects and tasks as assigned

Skills:

licensing, contract, microsoft office, data entry, workflow management, ms office suite, licensed agents

Top Skills Details:

licensing,contract,microsoft office

Additional Skills & Qualifications:

High School Diploma or AA Degree

1-year experience in a similar insurance/annuity- closely related role

Or 6 months of experience internally

Bachelor’s degree will be considered in lieu of experience.

Candidates must possess strong attention to detail

Must be proficient in using a computer

Must have basic Excel knowledge

Familiar with workflow management systems

To qualify at the Coordinator level, you must have:

All Associate level minimum qualifications plus

2-year experience in a similar insurance/annuity- closely related role

Or 6 months experience with direct agent contracting, licensing, or another closely related position.

Experience Level:

Intermediate Level

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.