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Legal & General America · 1 day ago

Licensing Case Manager

US-MD-Frederick

Full-time

Hybrid

Mid Level

$48K/yr - $55K/yr

3+ years exp

Legal & General America is a recognized market leader in term life insurance, focused on transforming their business through innovation and technology. The Licensing Case Manager will execute agent contracts, appointments, terminations, renewals, and other licensing related tasks to meet productivity and quality standards while also completing administrative duties as directed by management.

ConsultingFinancial ServicesInsuranceLegalLife Insurance

Comp. & Benefits

Responsibilities

Execute agent contracts, appointments, terminations, renewals and all other licensing related tasks to meet or exceed pre-defined productivity and quality standards

Complete other administrative duties and projects as directed by management

Understand all regulations necessary to accurately contract, appoint and maintain agents. Utilize existing online references (e-pal) to ensure compliance with state regulations

Review new agent contracts for completeness and accuracy. Add agent requirements to communicate missing or incomplete information to agencies while working in ALI

Setup agent master and hierarchy records to ensure proper contract (level) and commission structures are entered

Request and review due diligence reports (backgrounds) to ensure individual and/or entity is within pre-defined guidelines of acceptance. Forward any adverse reports to compliance area for further review and approval or declination

Appoint all new agents with the respective state(s). Review all state DOI responses related to new appointments. Research responses and correct and/or obtain missing information to appoint agent. Generate executed agent contract, review information and route to proper entity

Index all documents in image queue accurately while meeting or exceeding pre-defined productivity and quality standards

Research tasks generated at time of submit related to agent problems (Unknown Agent, Hierarchy Error, Invalid state, etc.). Correct data and/or add requirements requesting information from agencies to meet or exceed pre-defined productivity and quality standards

Process address changes, commission changes/assignments, agent transfers to meet or exceed pre-defined productivity and quality standards

Review state agent renewal listings to ensure agent is active and appointed

Review state (DOI) generated agent termination advisories. Terminate agent in system and send proper notification agent/agency

Answer telephone calls accurately, courteously and with good customer service skills to meet or exceed pre-defined productivity and quality standards

Ensure all voice-mail and email is responded to within 4 business hours

Complete other assignments and goals as assigned

Qualification

Life insuranceCustomer service experienceAnalytical skillsMicrosoft OfficeOrganizational skillsTyping 30-40 WPMHigh tolerance for repetitive tasksCommunication skillsDetail orientedWork independentlyWork in team