Licensing Success Analyst processing insurance applications in a hybrid role based in Morrisville, NC. Handling submissions, communications, and ensuring compliance with regulatory requirements.
Responsibilities
Prepare and process applications for insurance licenses, securities registrations, license renewals and other related filings for individuals and business entities in accordance with internal procedures, FINRA, state requirements, rules and regulations.
Contact may be necessary with agents, client contacts, state offices and other departments via telephone, email or fax in order to accurately and completely submit the filing.
Process licensing filings using technical systems such as Microsoft SharePoint, state and third-party websites, and RegEd’s proprietary Xchange application.
Order or request supporting legal documents to submit with licensing filings when required.
Determine the accuracy and completeness of licensing filings received for processing.
Monitor the completion of transactions within client-specific service level agreements.
Follow-up with client agents and/or state departments in order to obtain deliverables required to process filings.
Communicate complex licensing information to agents and clients using written and/or verbal communication.
Adhere strictly to compliance and operational risk controls regarding privacy and data security.
Maintain defined productivity and accuracy rates in order to meet RegEd’s service quality standards.
Requirements
Minimum High School Diploma/GED or equivalent education
Exceptional typing skills. Speed and accuracy are a must!
Knowledge of basic equipment functions, such as how to create and maintain files, scanning, printing, copying, faxing, phone messaging and voicemail.
Ability to work with frequent and multiple policy, procedure, and regulation changes.
Ability to shift between priorities as needed throughout the workday.
Proven verbal and written communication skills.
Must be extremely responsive, results oriented and an effective problem solver.
Benefits
Competitive pay and bonus
Exceptional medical, dental and vision plans with generous employer funding for employees and dependents
401(k) plan with company matching
Generous flexible time off
Company paid life insurance
Flexible Spending Accounts: Medical and Dependent Care
Leave benefits including short-term and long-term disability, paid family medical leave and paid parental leave
Volunteering time off and flexible schedules
Professional development
Meaningful career growth opportunities
Performance bonuses
Great working environment with a team of fantastic people
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