Position: Licensing & Compliance Specialist

Location: If local to Columbus, must go in office 2x/week, *if not within 50 mi of Columbus, may work fully remote

Hours: Normal M-F, 8-5

Duration: 1 yr contract plus extensions or hire

Interview Process: 2 virtual interviews

Must Haves:

• Prior insurance licensing experience
• 5 years of office experience required
• Must be proficient in the use of computer programs including CRM, Microsoft Outlook, Word, and Excel
• Customer service and telephone etiquette skills are required
• Must be able to demonstrate professionalism and commitment to excellence in a multi-tasking environment
• Must be self-motivated and have good interpersonal and communications skills
• Must demonstrate strong organizational, time management, and prioritization skills
• Must demonstrate ability to adapt to change to meet needs of the clients and department.
• High attention to detail required.

Day to Day: Serves as lead for the daily maintenance of all producer and agency licensing data in all applicable systems to meet compliance standards.

• Order background checks on new producers in a timely fashion through a third-party website. Monitor and review results and maintain confidentiality of records.
• Assist with licensing projects as needed.
• Assist Senior Agency Licensing Specialist and Agency Licensing Team Lead as needed.

ESSENTIAL FUNCTIONS—

• Review producer profiles on our licensing portal and various Excel spreadsheets to reconcile agency and producer records with departments of insurance.

• Monitor status of producer appointments and maintain accuracy of the data in the Agency Profile System (APS), Producer Client Relationship Management (PCRM), and CRM.

• Manage and coordinate special projects related to the maintenance and clean-up of producer and agency data.

• Process producer changes, appointments, and terminations in all applicable systems.

• Prepare and process electronic agency contracts.

• Process agency changes and terminations.

• Perform data entry using word processing and spreadsheet and format material as required.

• Stay current on all regulatory compliance standards and Department of Insurance requirements in all states to perform responsibilities.