What are the responsibilities and job description for the Insurance and Annuity Contracting and Licensing Processor position at C2P Enterprises LLC?
We are a rapidly expanding, innovative financial services organization seeking to add a top-flight Annuity Contracting & Licensing Processor to our team. This position is responsible for providing support to agents/advisors and business development with items relating to contracting, licensing, appointment and registration of insurance or investment professionals.
RESPONSIBILITIES:
*Work closely with other Operations and Sales departments to build and maintain strong relationships with advisors.
* Contract and appointment processing.
* Assist Manager with the Advisor Onboarding process
*Work with agents/advisors (or their admin staff) and insurance carrier representatives to problem-solve paperwork and issues.
* Field incoming calls/emails regarding Contracting, Appointments and Training items.
*Data entry of information into AMS and CRM
*Track and conduct regular follow-ups on pending appointments.
* Provide status updates to agents/advisors (or their admin staff)
* Manage pending and active appointment records to ensure accuracy. Noting all actions, conversations and status changes as needed.
* File/organization of associated contracting and appointment forms.
* High-level problem resolution – work toward mitigating outstanding requirements and efficient appointment processing.
* Contribute to building and maintaining client relationships built on trust by providing timely and accurate information, providing solutions to problems that arise during the appointment process and keeping promises
*Assist in the development of internal processes and reference material
· Other duties as assigned
The above areas of responsibility are not exhaustive and may continue to evolve
THE CONTRACTING COORDINATOR SKILLS INCLUDE:
*Proficiency with Microsoft Office (particularly Outlook), Word and Excel and web-based programs
·*Data Entry and File Management/Organization
* Self-motivated, driven and able to articulate vision
*Detail oriented. Specifically, the ability to review contracting forms (hard copy and electronic) for errors
* Must be self-starter, have the ability to work independently and well within a team environment
* Solution-based thinking
* Must be comfortable with multi-tasking, able to manage multi-step procedures, handle interruptions in workflow and prioritize in a fast-paced environment
*High level written and verbal communication skills, strong decision-making ability and excellent attention to detail
*Able to maintain strict confidentiality of corporate information
EDUCATION, WORK EXPERIENCE AND OTHER REQUIREMENTS:
* 2 years of experience in the insurance/financial services industry preferred.
* Annuity/insurance service experience preferred, either with an insurance company, marketing organization or an independent insurance agent/advisor
*Experience with an Agency Management System (SmartOffice, Agency Integrator, etc.) CRM (Zoho, Salesforce, etc.), e-Application platform (Firelight, AnnuityNET) or automated contracting system (SureLC) a PLUS!
* Skilled at communicating effectively, both verbally and in writing, with a wide range of stakeholders
C2P Enterprises, LLC - Four Companies. One Vision.
C2P Enterprises is a holding company of three distinct brands that simplify financial planning for advisors and the clients they serve. Companies combine to offer education, training, resources, tools and an array of investment and insurance vehicles to meet each client’s unique financial situation and goals. They are committed to best interest practices and raising industry standards for a higher quality of holistic financial planning services to family’s nation-and world-wide.
Job Types: Full-time, Permanent
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Vision insurance
Work Location: Hybrid remote in Wayzata, MN 55391
