Integrity · 11 hours ago
Life Insurance Contracting and Licensing Specialist
New York, United States
Full-time
Onsite
New Grad, Entry LevelLion Street, an Integrity company, is a high-net-worth and business insurance market authority specializing in life insurance and financial planning solutions. The Contracting and Licensing Specialist plays a vital role in facilitating the contracting process for agents, ensuring a seamless onboarding experience by interacting with agents, insurance carriers, and internal teams.
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Responsibilities
Evaluate, process, and submit documentation required for agent appointments with various carriers
Assist agents in establishing their profiles within SureLC, the online contracting platform used by the company
Liaise with carrier representatives to track the status of contracting applications and identify any outstanding requirements
Inform agents about any expired documents, missing information, or additional details needed by specific carriers
Gather accurate and timely information from agents to meet carrier requirements
Respond to inquiries related to licensing and contracting from LS staff and agents
Record all important actions in the Agency Integrator and SureLC accounts for agents and firms
Ensure that data is up-to-date in relevant systems, including maintaining agent codes for different carriers
Guide agents to the correct resources for engaging with state insurance departments
Oversee the administration of the SureLC system, ensuring all necessary carriers, forms, and data hierarchies are accurately maintained
Set clear expectations with agents and internal staff regarding timelines for completing the contracting process
Utilize a web-based document management system to efficiently organize and transmit necessary documents
Qualification
Required
Must have the ability to maintain a high level of accuracy, enthusiasm and dependability, and demonstrate a strong interest in providing exceptional customer support
Strong communication and customer service skills
Willing to take initiative, exhibit creative thinking and take ownership of cases
Self-starter attitude and strong desire to provide excellent results
Prior experience with, or quick ability to effectively learn various computer software applications including, Agency Integrator (CRM), PaperClip (Document Management)
Experience with Microsoft Outlook, Word, Excel, PowerPoint and WebEx
Ability to excel in a dynamic, fast-moving start-up company environment
Preferred
Prefer candidate with experience in the life insurance industry, in a multi-carrier environment
Bachelor's degree preferred
Benefits
Medical/Dental/Vision Insurance
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short-Term and Long-Term Disability
Company
Integrity
Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.
Founded in 2006
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
$2.15BKey Investors
Silver Lake
2021-12-09Private Equity· $1.2B
2019-09-16Debt Financing· $945M
2019-08-28Private Equity
Leadership Team
Linda Zukauckas
Chief Financial Officer
Said Taiym
Chief Operating Officer
Recent News
Company data provided by crunchbase