Premier Financial Alliance · 1 month ago
Administrative Licensing & Contracting Coordinator
Suwanee, GA
Full-time
Hybrid
Entry Level
$42K/yr - $48K/yr
1+ years expPremier Financial Alliance (PFA) is a leader in the financial services industry, focusing on protecting the dreams of Middle America with innovative life insurance products. As the Licensing and Contracting Coordinator, you will accurately process appointments, hierarchies, and contracts in compliance with licensing rules while providing customer service to agents and employees.
Financial Services
Responsibilities
Review and submit contracting online or via email to various carrier partners to appoint agents
Process and submit hierarchies for new agents and agent changes
Order and process Errors and Omissions certificates and upload for agent once certificate is received
Process agent resignations or terminations
Review requests for agent internal transfers and process once approved by the EFC
Work with the field to update AML training for carrier compliance requirements
Continually make adjustments for changes in workflow and demand for services
Qualification
Required
1-2 years experience in a home office or field office setting, preferably in the insurance or other regulated financial services industry
Familiarity in dealing with state insurance regulations and contracting
Intermediate proficiency in Microsoft Office Suite (Word, Excel)
Ability to utilize multiple monitors
Ability to work in a fast-paced environment
Strong interpersonal skills and attention to details
Establish and maintain effective working relationships with those contacted in the course of work
Successfully passing a background check
Preferred
Experience with Monday, Slack, Parabola, Pandadoc and Help Scout
Benefits
HRA allowance for health insurance premiums and expenses
401(k) plan with 3% Safe Harbor company contribution
14 days paid time off plus holidays
Hybrid work arrangement (3 days in office weekly; minimum 90-day in-office training period required)
Office amenities including coffee and snacks
Company social and fitness challenges
Company
Premier Financial Alliance
Premier Financial Alliance is an insurance company that offers financial strategies and solutions.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Rex Wu, ✰MIT Engineer Turned Entrepreneur✰
CTO (Chief Training Officer)
Emmanuel Jigba Jr.
Senior Associate - Partner
Recent News
24-7 Press Release Newswire
2025-01-21
Company data provided by crunchbase