Performs a variety of document processing and record keeping tasks associated with customer accounts that require a thorough knowledge of products and services in the assigned area. Duties may include entering new account information; changing information on existing accounts; recording transactions; answering customer inquiries; receiving, classifying, consolidating and summarizing documents and information; completing reports and providing administrative support. Responsibilities may also include customer service duties such as answering customer inquiries, resolving customer problems and responding to customer requests for information.
Job can entail responding to and/or processing life insurance license and appointment requests via email. Contacting insurance carriers and/or accessing DTCC LNA, NIPR or Sircon to submit transactions and/or obtain data for data entry into internal recordkeeping application. The Licensing Specialist serves in a fast-paced, team environment, balancing the daily workflow assignments along with ongoing communications with our key stakeholders.
Verbal and written communication skills; Proficient skills in desktop computer applications, particularly Microsoft Office applications including Excel, and general data entry ability in multiple internal and web-based applications; Strong problem solving skills. Insurance agency or insurance company experience a plus.
Job Type: Contract
Salary: $22.00 per hour
Schedule:
Experience:
Work Location: Remote
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