[ref. o79200002] Licensing Coordinator
Robert Half Monticello
We are seeking a Licensing Coordinator for a role based in Monticello, Minnesota. The primary focus of this role is to ensure an efficient life insurance application process. The successful candidate will liaise with insurance agents and carriers, manage customer inquiries, and maintain customer records.
This role offers a contract to hire employment opportunity.
Responsibilities:
- Coordinate the submission of new applications to the insurance carrier, ensuring all requirements are met.
- When necessary, order medical exams and records.
- Follow up with agents and carriers regarding requirements and process updates.
- Utilize Salesforce to manage all life insurance cases.
- Maintain professional communication with stakeholders via email and phone.
- Adhere to all service level agreements and work to meet them efficiently.
- Gain a thorough understanding of carrier workflows and navigate carrier websites effectively.
- Collaborate with team members to achieve common goals and provide assistance when needed.
- Identify and implement process efficiencies to improve overall customer service.
- Conduct background checks as part of the customer application process. • Minimum of 2 years of experience in a similar role or related field
- Excellent customer service skills
- Understanding of life insurance principles and regulations
- Proven ability to perform background checks
- Proficient in composing and managing email correspondence
- Experience with multi-line phone systems
- Familiarity with Salesforce.com
- Strong organizational skills
- High attention to detail
- Excellent written and verbal communication skills
- Ability to work well in a team and independently
- Proactive and able to take initiative
- Ability to manage multiple tasks and priorities effectively.
Pinnacle ServicesMinneapolis, 31 mi from Monticello (MN)
as their immediate supervisor.
• Assure completion of department goals
• Assure contract and licensing compliance.
• Contribute to business development.
• Remain up to date on policy and procedural changes.
Salary:
$59,000/year salaried
Company Perks:
• 1 day...
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