Licensing Specialist

Job Summary

Position is responsible for facilitating the processing of agents’ licenses by organizing, compiling data and submitting required forms/information on a timely basis with various state insurance departments.

Essential Functions

• Maintain details and databases to ensure licenses are renewed on a timely basis
• Ensures contracted agents are in compliance with required training, including NWL product training and state mandated training(s)
• Communicates with agents regarding contracts, changes and requests information to maintain compliance with licensing requirements
• Maintains and processes state licensing/appointments renewals and termination
• Works with external vendor software to track training requirements
• Maintains agent documents in internal systems
• Create, update, and maintain accurate agent records
• Communicate with agents in English and/or Foreign Language.
• Review, sort, and distribute monthly agent reports to agents and other NWL departments

Knowledge, Skills & Abilities

• Basic computer skills including Microsoft Office (Excel, Word and Outlook); PDFs
• Effective communication skills for sharing appropriate information with Agents and vendors;
• Insurance licensing knowledge a plus.
• Fully bilingual (English and Spanish)
• Strong telephone skills and customer service

Education & Experience

• Some College, Associate’s Degree or two years in the insurance industry.

Licenses & Certifications

•  None required
• Completion of LOMA insurance courses I and II required within first year of employment.

Supervision & Leadership

• No Supervision responsibilities

Work Environment

• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
• Regular and predictable attendance is required. Overtime may be required at peak times. 
• The employee is regularly required to use hands to handle or feel. The employee is regularly required to talk or hear. 
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of their job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Statement of Other Duties Proviso:

·         The information contained in this job description is not intended to be an all-inclusive list of duties and responsibilities, skills and abilities, or other listed requirements.

·         Management may, at its discretion, assign, reassign, or add additional duties and responsibilities to this job at any time.

·         The duties and responsibilities in this job description may be subject to change at any time due to reasonable accommodation or other reasons.