What are the responsibilities and job description for the Licensing Coordinator position at Jack Schroeder and Associates, LLC?
Licensing Coordinator
Jack Schroeder and Associates, LLC
Green Bay, WI
At JSA, we dedicate ourselves to earning the title – “The Insurance Broker’s Agency,” each and every day. We are a nationally recognized, award-winning Field Marketing Organization (FMO) and a leader in the wholesale insurance brokerage industry.
What You Get To Do
Jack Schroeder and Associates, LLC
Green Bay, WI
At JSA, we dedicate ourselves to earning the title – “The Insurance Broker’s Agency,” each and every day. We are a nationally recognized, award-winning Field Marketing Organization (FMO) and a leader in the wholesale insurance brokerage industry.
What You Get To Do
- Acts as a liaison between Agents and Insurance Carriers
- Processes New Agents
- Reviews/scrubs contracting paperwork received from agencies for completeness
- Creates and maintains agent records as needed
- Follows-up, via phone and/or email as necessary, with agency staff for any outstanding items: missing signatures, letters of explanation for any “yes” answers to background questions, missing forms, etc.
- Research and verify licenses
- Creates/distributes Termination of Appointment letters as necessary
- Prepares/processes electronic contracts from vendor/carrier website(s)
- Provide support to agency staff as it pertains to getting agents contracted with carriers
- Processes agent transfers from agency to agency ensuring that appointments and commissions are re-assigned correctly and promptly
- Demonstrates complete understanding of how to process agent contracting applications for Medicare Products, Life Insurance, Disability Insurance, LTC and Annuities
- Monitors contracting inbox and distributes appropriately
- Responds to phone calls and emails continuously throughout the day
- Performs other duties as required
Perks and Benefits
At JSA we recognize how critical our team’s hard work and dedication is in providing our partners with exceptional service. We are proud to offer our employee’s a competitive salary and benefits program!
At JSA we recognize how critical our team’s hard work and dedication is in providing our partners with exceptional service. We are proud to offer our employee’s a competitive salary and benefits program!
- Company-Paid Premiums! Comprehensive healthcare coverage, including medical, dental, and vision for all Full Time Employees.
- Free! Life Insurance, ID Theft, 401k with Match.
- Voluntary Benefit Options to further protect yourself and family.
- Half-day Fridays with full day pay during the summer season to enjoy work-life balance and make the most of the sun.
- Company Paid Holidays and Immediate Paid Time Off.
- Competitive salary package commensurate with experience.
- Professional development opportunities to enhance your skills and advance your career.
Preferred Skills & Abilities
- Ability to build and maintain effective and professional relationships
- Ability to work in a fast-paced environment
- High degree of accuracy and attention to detail
- Advanced computer skills, including Microsoft Office Suite
- Ability to manage, prioritize, and multi-task projects by applying judgement and knowledge
- Strong problem solving and analytical skills
- Ability to work in and build a positive team environment
- Ability to work under pressure to meet deadlines while maintaining quality work
- Excellent verbal/written communication and interpersonal skills
- Organized, priority/time management
Qualifications
- High School Diploma or equivalent required; Associate degree preferred
- 1 year industry experience preferred
Physical Job Requirements & Work Environment
While performing the duties of this job, the employee is frequently required to remain in a stationary position for up to eight hours in an office environment. The employee occasionally is required to move to access people or workspaces. Involves frequent telephone contact with agents and employees. Interaction with others is constant and may be interruptive or involve dealing with angry or upset people.
The employee may occasionally lift files, paper, or office equipment weighing up to 35 pounds. Requires manual dexterity sufficient to operate a keyboard, calculator, telephone, copier, and other such office equipment as necessary. Vision must be correctable to 20/30 and hearing must be in the normal range for telephone contacts. It is necessary to view and type on computer screens for long periods and the ability to optimally communicate is required.
EEO Statement
Jack Schroeder and Associates, LLC is proud to be an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to providing individuals with qualified disabilities reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. This policy applies to all employees and job applicants.
While performing the duties of this job, the employee is frequently required to remain in a stationary position for up to eight hours in an office environment. The employee occasionally is required to move to access people or workspaces. Involves frequent telephone contact with agents and employees. Interaction with others is constant and may be interruptive or involve dealing with angry or upset people.
The employee may occasionally lift files, paper, or office equipment weighing up to 35 pounds. Requires manual dexterity sufficient to operate a keyboard, calculator, telephone, copier, and other such office equipment as necessary. Vision must be correctable to 20/30 and hearing must be in the normal range for telephone contacts. It is necessary to view and type on computer screens for long periods and the ability to optimally communicate is required.
EEO Statement
Jack Schroeder and Associates, LLC is proud to be an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to providing individuals with qualified disabilities reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. This policy applies to all employees and job applicants.
