Agent Licensing Clerk Job Description Samples

Results for the star of Agent Licensing Clerk

Allstate Insurance Agent - Licensing And Training Provided

Job Description

Are you looking for a True Career Pathway or the Right Agency to continue the one you're on? Want to leverage a well respected, National Brand? We are looking for coach-able, motivated people, who take pride in helping others and like to know, at the end of the day, that they have made a positive impact in the community and put themselves in the best position financially.
Our agency is a hometown, one-stop shop for our clients' insurance needs. We offer competitive salaries for our Insurance Agents with a base, plus uncapped bonus structure that will earn you $35,000.00 to $70,000.00 + annually. We offer benefits, paid time off, fixed and flexible schedules. Our winning attitude is infectious and you should be part of our team if you like to win! No insurance experience, that's ok. We pay for your license(s) and train the right people! Obtaining your California Property & Casualty License and Life Insurance License is just the beginning of this career with Allstate. We have a proven insurance sales training program to help you excel in our busy Chula Vista location and have been helping our fellow Californians for over 20 years. Our professionalism, compensation structure and great team spirit will make this the next best step in your career goals.
• English and Spanish is necessary
• Maintaining an upbeat, positive and enthusiastic attitude daily is a must
• Willingness to Learn and be Coachable is required
• Sales motivated and career driven is essential to success in this position
• Previous sales or insurance experience a plus
Our Core Values Are:
1. Positive & Inspiring
2. Constant & Never Ending Improvement
3. Whatever it takes
4. Honesty without Compromise
5. Have fun
If this is a position for you, please email your resume with any additional information that you feel is important. If you are interested in starting your own agency contact us right away. We can help get you started towards becoming an Agency Owner.

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Account Payable Clerk And Payroll Processing Agent

Job Description

Accounts payable person for multiple client accounts. Preparation of payroll for clients on a weekly, bi-weekly, semi-monthly, monthly and quarterly basis.

Company Description

Coast Financial Services, Inc. is a CPA firm assisting businesses and individuals with their bookkeeping, bill pay, accounting, payroll, and tax preparation needs.

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Specialist, Regional Franchise Licensing

Description:

Do you see yourself as the Regional Franchise Licensing Specialist? What's your passion? Whether you're into tennis, shopping or karaoke, at IHG we're interested in YOU.

At IHG we employ people who apply the same amount of care and passion to their jobs as they do their hobbies - people who put our guests at the heart of everything they do. And we're looking for more people like this to join our friendly and professional team. IHG Americas’ Regional Corporate Office is centrally located at the beautiful Ravinia Complex just outside Atlanta’s Perimeter (I-285), offering a convenient commute from all areas of Metro Atlanta.

In addition to being easily accessible from all major highways, the complex provides a free shuttle service between the office, the nearby Perimeter Mall and MARTA train station for alternative commuting options during business hours. Our office complex offers many amenities and personal conveniences, including and on-site dry cleaner, private health club, wellness center and restaurants. Atlanta, situated near the North Georgia Mountains, has something for everyone, world class educational institutions, interactive venues, historical sites, beautiful performing arts facilities, professional sports teams – Braves, Falcons, and Hawks, and is home to unique venues including CNN, the Georgia Aquarium, The King Center, World of Coca-Cola, The Carter Center, High Museum of Art, and Zoo Atlanta.

KEY RESPONSIBILITIES

Job Summary – (Role Summary) Under the general supervision of the Manager, Franchise Licensing, perform contractual administration duties related to the issuance and approval of licensing and compliance for all franchise applicants and existing franchisees in an assigned geographic territory. Issue and fully execute license agreements and associated legal documents; issue all compliance-related documents to the franchise community; track franchise data and ensure that all contract and file documentation is complete and accurate in order to issue a legally defensible license.

This position is also responsible for maintaining and updating almost all information in the company’s global database, (GROWTH). Perform the role of key contact for franchisees on all issues related to franchising and inquiries relating to license agreements. May act on behalf of the company on franchise licensing matters such as negotiation of comfort letters, follow up and collection of contract-related data, and collection of fees. Essential Duties and Responsibilities – (Key Activities) ● Act as liaison with Franchise Sales and Licensing to issue new development, conversion, change of ownership and relicensing license agreements to applicants. Conducts all aspects of licensing execution to include the collection of license agreements and franchise application fees. ● Receive and review all documents relating to all entities that have an equity interest in the license.

Verify all licensing data such as dates, signatures, completion of forms, etc. Send and receive related licensing documents to internal contacts for various forms of approval (Credit, Risk Management, HPS, F&B, Franchise Approval Committee, Legal) and follow up to ensure all documents are complete and correct. Enter all franchise license data into GROWTH (Company Database), and continually updates system with the status of licensing changes. ● Review franchise entity documents to determine the appropriate contact with binding authority for licensing agreements.

Work closely with Franchise Development/Inside Sales personnel responsible for each franchisee and/or franchise deal to report incomplete data or problems with ongoing licensure or documentation, and to correctly determine who has authority to bind the franchisee to the license agreement with IHG. ● Draft addenda to license agreements throughout term of licenses and follow up for completion. Continually update retention system and database to reflect ongoing changes to the hotel/license data. ● Serve as contact for licensees or representatives of licensees for information relating to the execution of a license agreement. Facilitate smooth progression through the license agreement and/or revision process. ● Issue, defaults, extensions and termination letters in connection with licensees not meeting system/license requirements.

Monitor deadlines connected with the failures, defaults, extensions and terminations, provide related information as needed. ● Gather appropriate data for the licensure process from external research sources (ex. Look up registration of an entity with Secretary of State’s office). Review organizational documents for each entity that is involved in equity ownership. ● Assist with the default process including issuance, curing, extension and issuing termination letters in connection with licensees not meeting system/license requirements. Follow up with deadlines connected with the failures, defaults, extensions and terminations, provide related information as needed.

Update database to reflect accurate dates and records of defaults. ● Support hotels through the opening process. Ensure the licensee is complaint with the license agreement prior to the hotel opening in the system. Prepare NHOP Advisory Memo.

Open the hotel in GROWTH. ● Review the Expiration Report and issue all courtesy and state required non-renewal notices within the appropriate timeframes. ● Collect fees and submit all Property Improvement Requests for License Renewals or the sale of hotels ● Follow up with internal contacts for various forms of approval (i.e. Area Manager, Franchise Sales, HPS, etc) for hotels opening in the system and License extensions opinion or support. ● Issue and execute License extensions and Addenda and collect short term extension fees if necessary ● Process accurate Principal Correspondent records and facilitate appropriate process to update as needed. ● Provide applications and Franchise Disclosure Documents for License renewal or change of ownerships. ● Issue and execute all special agreements including deceased letters, Promissory Notes, Master Technology Agreements, Corporate Monitors, and Enhancements, etc. ● Draft Committee Project Summaries for review by the Manager of Franchise Licensing for all applications received for open hotels submitting applications for a licensing activity.

Qualifications

REQUIRED QUALIFICATIONS

Education –

Bachelor’s or Master’s Degree in Business or a related field of work, or an equivalent combination of education and work related experience.

Experience –

2 to 5 years progressive work-related experience in legal or franchise administration, 1 to 2 years work-related experience in franchise licensing, compliance, banking administration, contract administration, or similar, with demonstrated technical proficiency related to the position.

Technical skills and Knowledge –

Demonstrated knowledge of PC-based software programs.

Demonstrated effective oral and written communication skills for the purpose of conveying information to internal and external customers, or providing information via written reports or correspondence.

Demonstrated strong writing and reading comprehension skills for purposes of drafting, compiling, or interpreting legally binding license agreements and financial letters

Demonstrated understanding of contractual agreements and demonstrated ability to administer ongoing contracts or similar detail-oriented projects.

Demonstrated attention to detail, time management skills, and organizational skills

Demonstrated ability to interpret state regulations for contract compliance and to read and interpret supporting documents (i.e. leases, provisions, license restrictions, credit approvals, guaranty, etc.).

Must have the legal right to work in this country

Relocation support is NOT provided for this role

In return we'll give you a competitive financial and benefits package which can include healthcare and dental coverage, disability and life insurance, and a matched 401(k) program. Hotel discounts worldwide are available as well as the chance to work with a great team of people.

Most importantly, we'll give you the room to be yourself.
So what's your passion? Please click "Apply Online" and tell us how you could bring your individual skills to IHG. IHG is an equal opportunity employer: Minorities / Females / Disabled / Veterans

Job:Executive / Corporate

Location:GA-Atlanta

Requisition ID:R137582



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Licensing Associate (Inside Sales)

The American Society of Composers, Authors and Publishers (ASCAP) is a professional membership organization of songwriters, composers and music publishers of every kind of music. ASCAP's mission is to license and promote the music of its members and foreign affiliates, obtain fair compensation for the public performance of their works and to distribute the royalties that it collects based upon those performances.

ASCAP members write the world's best-loved music and ASCAP has pioneered the efficient licensing of that music to hundreds of thousands of enterprises who use it to add value to their business - from bars, restaurants and retail, to radio, TV and cable, to Internet, mobile services and more. The ASCAP license offers an efficient solution for businesses to legally perform ASCAP music while respecting the right of songwriters and composers to be paid fairly. With 600,000 members representing more than 10 million copyrighted works, ASCAP is the worldwide leader in performance royalties, service and advocacy for songwriters and composers, and the only American performing rights organization (PRO) owned and governed by its writer and publisher members. www.ascap.com Licensing Associate (Inside Sales) - Nashville, TN Established in 1914, ASCAP is the first and leading Performing Rights Organization (PRO) in the United States.

ASCAP protects the rights of its members by licensing and distributing royalties for the non-dramatic public performances of their copyrighted works. As a Licensing Associate, you will act as liaison between music users and copyright owners. You will call on dance schools, restaurants, bars, hotels and other businesses that play music in order to sell performing rights licenses.

Position Responsibilities: • Generate new business through the sale of performing rights licenses to music users • Research and pursue new business prospects Compensation Structure: • Moderate salary base with a generous monthly commission that can greatly enhance annual compensation total • Commission is based upon: meeting and/or exceeding monthly standards and meeting and/or exceeding monthly revenue goals • Full-time, employees are eligible for a generous benefit package including: 25 days of paid time off, 401k, retirement savings program, medical, dental and vision coverage Job Requirements: • Highly Motivated • Sales experience • Avid music lover • Inside sales (cold calls) experience • Excellent organizational skill • Ability to interact with a wide variety of clientele • Computer proficiency required Prospects/Clientele can include: • Dance schools • Bars • Retail Establishments • Nightclubs • Airlines • Taverns • Hotels • Adult Entertainment Venues • Entertainment Parks Besides providing a unique and dynamic work environment, there are a few other reasons you should consider ASCAP in your career planning. We also offer generous benefit options that are comprehensive and provide the flexibility that most employees want and need. These health care and financial plan options include the following: • A choice of either HMO or Point-of-Service (POS) medical and dental plans • Immediate eligibility for 401(k) participation with match • Generous time-off policy • Health care and dependent care flexible spending accounts • Long term disability insurance • Basic life insurance, supplemental and dependent life insurance options • Employer paid retirement savings program



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Licensing Case Manager

How do we make Every Day Matter? At Legal & General America, we strive to create that unique environment where balance between work and life is possible.

Imagine that! Integrity, quality and value are behind every business decision we make and are at the forefront of what drives us. We genuinely care about our customers, agencies, fellow employees and local community.

We set big goals for ourselves, personally and professionally. Reaching them means seizing the day, challenging ourselves and making Every Day Matter. Pretty simple concept, if you ask us.

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. Some responsibilities include:

Review new agent contracts for completeness and accuracy Answer telephone calls accurately, courteously and with good customer service Respond all voice-mails and emails in a timely manner Setup agent records to ensure proper contract level and commission structures are entered Request and review background reports to ensure individual and/or entity is within pre-defined guidelines of acceptance Appoint all new agents with the respective state(s) Index all documents in image queue accurately Review state agent renewal listings to ensure agent is active and appointed Terminate agent in system and send proper notification to agent/agency. High school diploma or equivalent College preferred 3+ years experience in a customer service/administrative related position Life, Property and Casualty or Health insurance experience preferred Excellent communication skills, both verbal and written Strong organizational skills and ability to prioritize Ability to work in fast paced environment Typing 30-40 WPM Detail oriented Ability to work independently and within a team environment Proficient with Microsoft Office (Word and Excel) Job ID: 2017-1798 External Company Name: Legal and General America, Inc. External Company URL: www.lgamerica.com



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Licensing Coordinator

Licensing Coordinator in South Jordan, UT at Willis Towers Watson

Date Posted: 9/5/2017

Job Snapshot +

Employee Type: Full-Time +

Location: South Jordan, UT +

Experience: Not Specified +

Date Posted: 9/5/2017

Job Description

The Company The Towers Watson and Willis group of companies (the “Company” or “Willis Towers Watson”) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees in more than 140 territories. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas — the dynamic formula that drives business performance. Unlock your potential at Willis Towers Watson.

The Business

Exchange Solutions A changing healthcare landscape creates new opportunities. With our combined understanding of regulation and risk, behavioral insights and technology platforms, we create innovative exchange-based services and solutions that enable people to navigate options with confidence, and give employers decision-making peace of mind. Willis Towers Watson’s Exchange Solutions operates a private health care marketplace, OneExchange, which supports all workforce populations: full- and part-time employees, early and Medicare-eligible retirees, and other special populations. With ten years of operating experience, Fortune 1000 companies, public sector employers and unions have been using OneExchange solutions to connect Medicare-eligible and pre-65 retirees as well as part-time employees to the individual market. OneExchange delivers significant health benefit cost savings, reduced administration and industry-leading customer service.

The Role The licensing department is currently seeking a friendly, outgoing Licensing Coordinator who can effectively communicate via e-mail, phone, and instant message. This position will be responsible for running and auditing daily reports during the hiring process, following through with all necessary steps to on-board new agents as well as maintain current licensure and affiliations. In addition you will be tracking and supplying all necessary, yet sensitive documentation during the Licensing and Carrier appointment process. Job Responsibilities: + Learn to use our proprietary Agent Onboarding database and carryout tasks based on database analysis.

  • Constantly update database information with the correct agent data.

  • Develop an understanding of Sircon, NIPR, PSI & other external vendors.

  • Cultivate and maintain a relationship with outside vendors.

  • Work closely with Recruiting during the hire process to ensure agents are licensed and/or moving through the testing process.

  • Develop an understanding of each state’s Department of Insurance's licensing application & affiliation process.

  • Monitor and audit resident and non-resident licensure to ensure that licenses are renewed in a timely manner + Coordinate with internal and external departments to ensure compliance.

  • Assist in scheduling testing dates, onsite license application process and on/offsite fingerprinting appointments.

  • Communicate effectively and efficiently with potential agents during the hiring process.

  • Present licensing information to training classes.

The Requirements

  • Some college education preferred but not required.

  • Some Insurance background highly preferred but not required

  • Excellent data analysis skills and observational skills

  • Excellent verbal and written communication skills.

  • Excellent intrapersonal skills. + Excellent Microsoft Office skills- Excel & Outlook required - MUST be an advanced Excel user and know how to do VLOOKUP and Pivot Tables. + Willing to work in team environment as well as self-motivated.

  • Must be Detail oriented, motivated, have a positive attitude, & committed.

  • Ability to work under pressure to meet time constraints

  • Ability to effectively perform multiple tasks and ongoing projects utilizing time management skill.

  • Ability to learn new programs and software. Willis Towers Watson is an EEO/AA Employer, M/F/D/V At Willis Towers Watson, we are committed to maintaining an environment of Equal Opportunity and Affirmative Action. If you need a reasonable accommodation to access the information provided on this web site, please contact the office where the position is located for further assistance. If you need an accommodation to interview for a position or at any stage of the recruiting process, please contact your recruiter. Willis Towers Watson believes that effectively managing a diverse workforce is vital to our business strategy. Our continued success depends greatly on our ability to fully and effectively employ qualified persons, regardless of race, color, religion, marital status, sexual orientation, age, disability, veteran status, military status, ancestry, gender, gender identity or expression, or any other characteristic protected by applicable human rights or equal opportunity legislation. We have an obligation to our organization, ourselves and our clients to hire and develop the best people we can find. We will continually review our policies and practices to ensure that all areas of the employment process (including recruiting, hiring, work assignments, compensation, benefits, promotions, transfers, company-sponsored development programs and overall workplace experience) are free from discriminatory practices. We are committed to equal employment opportunities at Willis Towers Watson.

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Licensing Assistant, Licensing And Consumer Products

The National Association for Stock Car Auto Racing, Inc. (NASCAR) is the sanctioning body for the No. 1 form of motorsports in the United States. NASCAR consists of three national series (Monster Energy NASCAR Cup Series™, NASCAR XFINITY Series™, and NASCAR Camping World Truck Series™), four regional series, one local grassroots series and three international series.

The International Motor Sports Association™ (IMSA®) governs the IMSA WeatherTech SportsCar Championship™, the premier U.S. sports car series. Based in Daytona Beach, Fla., with offices in eight cities across North America, NASCAR sanctions more than 1,200 races in more than 30 U.S. states, Canada, Mexico and Europe. For more information visit http://www.NASCAR.com and http://www.IMSA.com, and follow NASCAR on Facebook, Twitter, Instagram, and Snapchat (‘NASCAR’). NASCAR seeks a talented professional to join in the position of Licensing Assistant, Licensing and Consumer Products based in our Charlotte office.

The Licensing Assistant, Licensing and Consumer Products supports the department lead on Premiums business including management of partnerships with Staples and G&G. This position will assist in the creation and assembly of internal department communications specifically Licensing Loop and Hologram Rewards Newsletter and this role will work across all Account Executives to source and position content to support the promotion of all licensing initiatives. In conjunction with the department lead for respective categories, this role will also manage the administration of State license plate program, Art, and Publishing categories.

Duties include, but are not limited to: + Day to day liaison with licensed premiums partners; works with internal and external parties to ensure timely and accurate deliveries of branded premiums. Manages the approval process for all Premiums.

  • Develops and maintains yearly content calendar. Assumes responsibility for day to day content development and distribution on behalf of the Licensing department.

  • Attends key social media strategy meetings and is responsible for staying up-to-date on industry trends; shares best practices with department.

  • New Business

  • Securing new business for the assigned categories; meeting annual business goals.
  • Assists Account Executives in identifying and researching new business opportunities.

  • Account duties include but are not limited to the following: contract negotiations, contract renewals, financial forecasting and quarterly royalty reviews, face-to-face meetings with partners, industry interaction, marketing and PR planning, product approval, retail support, etc.

  • Manage royalty revenue, accounts receivable, legal queue and other similar reporting procedures.

  • Approvals

  • Manage the online approvals system for designated licensees.
  • VIK (Value in Kind) product-tracking for assigned licensees.

  • Assist in securing credentials / ticket requests.

  • Percent of travel: 5%, including weekend travel EDUCATION and/or EXPERIENCE Bachelor's Degree from a four-year college or university; or one to two year licensing / legal / administrative experience and/or training; or equivalent combination of education and experience. Familiarity with social media including Twitter, Instagram and Facebook.

    COMPUTER SKILLS Proficient on Company-provided hardware and software. Strong knowledge of Word, Excel and PowerPoint. Familiarity with Adobe InDesign or Illustrator software is a plus.

    Apply Now: Learn more about this role and our team by applying at www.careers.nascar.com for consideration. We are a company unlike any other.

    At NASCAR, you will find a community of diverse individuals respectful of our history, with an eye towards the future. We want you to bring your experience, skills and passion to our close-knit, high-energy environment in which our employees thrive and where you can prosper. We know the key to our success is our employees and we offer highly competitive salaries, a solid benefits package focused on wellness, and opportunities for you to grow and develop both personally and professionally.

    It won’t take you long to find out that you are on the right track here at NASCAR! NASCAR is committed to fostering a diverse work environment where all employees feel valued and empowered. NASCAR is an Equal Opportunity Employer (EEO). We seek to attract and retain the best qualified people available.

    All qualified applicants will receive consideration for employment without regard to race, sex, national origin, age, color, disability, religion, sexual orientation, genetic information, pregnancy, or any characteristic that is protected by law. Follow us on Twitter @NASCARJobs ID: 2017-1776 External Company URL: www.nascar.com

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Manager, Licensing

Permanent General Companies, also known as "The General" insurance company as seen in national television advertisements, is a rapidly growing company and leading non-standard auto insurance provider. We are currently seeking qualified applicants for Manager, Licensing. We offer an employee-friendly, fun and challenging work environment where the right candidate will learn and grow with the company. Permanent General offers a generous benefits package including medical, dental, vision, basic (company paid) and supplemental life insurance after one month of employment; health care and dependent care flexible spending accounts, tuition reimbursement, paid time off (vacation, sick, holidays), wellness initiatives, 401(k) participation with a matching contribution and much more! This position reviews complex compliance research and regulatory analysis in order to monitor regulations and support business operations according to project plans and process standards. This position ensures compliance of agency and company licensing guidelines, procedures, and programs. This position will oversee projects that are complex and require significant expertise in insurance and compliance. This position is responsible for interfacing with the claims, compliance, sales and product departments to assure licensing requirements are maintained for all business relationships. This position will also be responsible for working market conduct examiners to review compliance with licensing laws. Essential Job Responsibilities + Assists in the analysis of the company's regulatory compliance posture and the development of control recommendations. Consults with product management, claims and sales management to keep field abreast of changes in business strategy and/or processes.

  • Develops detailed process steps and documentation to provide guidance on agency appointment workflow and state regulatory compliance with all agent and adjuster licensing laws. Ensures that all field sales personnel are adhering to all departmental and regulatory compliance processes.

  • Manages a staff of direct reports who are responsible for day to day administration of licensing and appointments processes. Ensures adherence to designed workflow processes, policies and procedures.

  • Reviews recent proposed activities by regulatory agencies to determine potential impact on company operations, particularly agent and adjuster licensing.

  • Reviews regulatory and legislative changes impacting licensing, and following up with appropriate areas to ensure required changes are implemented.

  • Responsible for assuring all appointments and terminations are performed in accordance with state laws and company policy.

  • Consults with business groups on strategic compliance initiatives and works with the compliance function to provide compliance perspectives and develop strategy to reduce any potential compliance risks.

  • Balance compliance need with business and company strategies and create a department culture that instills team values and emphasizes empowerment of individuals meanwhile pursuing the most cost effective strategies.

  • Tracks and logs law changes regarding licensing and updates policies and procedures to assure compliance is maintained.

  • Provides recommendations of means to improve compliance controls, conducts analysis and creates reports to help improve the compliance of the business with respect to agent and adjuster licensing.

  • Responds to and follows up on criticisms pertaining to licensing discovered in market conduct examinations and agency/carrier audits.

  • Makes recommendations on any agent litigation process with the assistance of the compliance, claims, sales and operations. Monitors complaints for trends and provides reports as needed to senior management.

  • Knowledgeable of current state and federal regulations and legal requirements relating to records retention.

  • Responsible for the overall design, management and oversight of the company’s record retention program applicable to agents and adjusters, including the development and implementation of company policy and procedure to ensure compliance with all applicable regulations.

  • Works directly with appropriate personnel for licensing initiatives to understand, develop, define, create and maintain project concept, objectives and approach including estimating time requirements, establishing deadlines, monitoring milestone completion, tracking all phases of the project product/service lifecycle, providing timely reporting of issues that impact project progress, coordinating actions, and resolving conflicts.

  • Conducts project meetings to review project deliverables and deadlines.

  • Provides single point of contact for assigned projects and works with appropriate personnel to allocate personnel time to project tasks and to track progress of their work.

  • Other duties as assigned + A minimum of 5 years of related work experience in an insurance company required.

  • Experience working with the state and federal legal and regulatory agencies including legislative review, analysis and reporting preferred.

  • Deep technical knowledge of insurance products, processes, systems and services. Knowledge of sales, underwriting, claims and contracts preferred.

  • Experience developing and maintaining underwriting compliance programs and procedures preferred.

  • Experience working within a legal or compliance-related department (preferably within an insurance company).

  • Demonstrated history of establishing relationships with state insurance department personnel and examiners.

  • Experience handling corporate licensing and other functions related to the operations of an insurance company preferred.

  • Strong leadership, project management and relationship management skills required.

  • Ability to work effectively across multiple levels within the organization required.

  • Advanced skills in Microsoft Office applications required.

  • Proficiency with spreadsheets, database applications and document management + Software required.

  • Proficiency with software, including Nils, Serff, SIRCON and internet research preferred.

  • Some travel may be required. Education Requirements + BA / BS degree in business or related field preferred.

  • Paralegal or law degree preferred. External Company URL: www.pgac.com

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Licensing Specialist I

Licensing Specialist I + Job ID #: 149654 + Functional Area: Operations + Estimated Travel Percentage (%): 0 + Location(s): TX-Amarillo + + + + + Employment Type:
Full Time - Permanent + Education Preferred: High School Diploma + Relocation Provided: No Share via Networks + Facebook + Twitter + LinkedIn Refer a Friend Apply with LinkedIn Position Description:
As a Licensing Specialist on the Licensing team you will be responsible for appointing agents and broker/dealers within the 50 states so they may sell annuity products. The Licensing group is dynamic and fast paced requiring exceptional multi-tasking skills to navigate through the many elements involved in the process of appointing agents. This will include:
Complying with constantly changing state laws as well as SEC requirements; Running FINRA checks and following up with individual agents or back offices when needed; Maintaining the Agent Control File in Rumba and the licensing system, including updating licenses, addresses, and adding new appointments; Calling the individual state licensing departments when an updated license or appointment status is needed; Being familiar with all of the different licenses and other state documents and/or the internet websites (i.e. SIRCON, and individual state department of insurance websites). The selected individual will attend training to become familiar with introductory knowledge of systems, applications, policies, procedures of the department and basic understanding of our annuity products and features that are sold exclusively by outside agents/brokers to their clients. Position Requirements: • Strong PC and data entry Skills • Ability to multitask. • Demonstrate and practice strong written and oral communication skills • Demonstrate strong organizational, time management and prioritization skills. • Demonstrate ability to consistently meet goals and deadlines, department standards for quality and productivity. • Demonstrate on a consistent basis follow through skills. • Provide consistent high-level of customer service to both internal departments and outside agent/brokers. • Demonstrate ability to adapt to change to meet the needs of the clients and department • Demonstrate ability to work independently and in a team environment This position will require a rotation of a split shift that will end at 8 p.m. of a week.
About Us: American International Group, Inc. (AIG) is a leading international insurance organization serving customers in more than 130 countries and jurisdictions. AIG companies serve commercial, institutional, and individual customers through one of the most extensive worldwide property-casualty networks of any insurer.
In addition, AIG companies are leading providers of life insurance and retirement services in the United States. AIG Property Casualty is a global market leader, one of the few truly global property casualty franchises. AIG Life and Retirement is one of the largest life insurance organizations in the U.S., and provides protection, investment and income solutions needed for financial and retirement security.
United Guaranty Corporation is the marketplace leader in mortgage insurance in the U.S. Additional information about AIG can be found at www.aig.com |


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Licensing Specialist Supervisor

Description The Washington State Gambling Commission (WSGC) is seeking highly qualified candidates to fill a full-time, permanent general service Licensing Specialist Supervisor in our Licensing Unit. This position is within the Licensing, Regulation and Enforcement Division and reports to the Licensing Unit Agent In Charge. This position is located at WSGC headquarters in Lacey, WA.

About Our Agency: Created by the state Legislature in 1973, the Washington State Gambling Commission is a law enforcement, licensing and regulatory agency. The WSGC is a non-appropriated agency funded through licensing and regulatory fees paid by licensees and tribal governments. OUR MISSION – Protect the public by ensuring gambling is legal and honest. OUR VISION – We will maintain confidence by:

  • Conducting a fair and effective gambling regulatory and enforcement program

  • Investigating illegal activities

  • Building positive partnerships and relationships

  • Providing a workplace that allows employees to excel at their jobs

  • Anticipating and responding to the evolving gambling industry. OUR VALUES: * Integrity

  • Professionalism

  • Respect

  • Diversity To learn more about our agency, we invite you to visit our website at http://www.wsgc.wa.gov. Please read this entire job announcement before applying for the position. We recommend you print and keep a copy of this announcement so that you can refer to it. Duties Specific job duties include, but are not limited to: Supervise and manage assigned employees through effective leadership and supervision:

  • Supervise, lead, mentor, plan, direct, and coordinate activities for their assigned Licensing Unit employees.

  • Ensure employees' work duties are assigned and completed in a timely, and effective manner for data entry, licensing files, maintaining, supplying and publishing forms, financial reporting, and responding to licensing verification requests, as set out in the Licensing Unit timelines.

  • Know, understand, and apply agency policies. This includes interpreting policies and informing employees of their intent, as required.

  • Ensure all letters written by the unit are clear and concise, and cite the applicable RCW and WAC, or Tribal-State Compact, as necessary.

  • Write, develop and update unit processes, and procedures, as needed.

  • Be accessible, timely, and responsive in dealing with staff, and the public.

  • Keep supervisor informed of problems/issues, identifying issues and alternative solutions in a timely manner. Reinforce the chain of command without unnecessarily restricting agency communication or efficiency.

  • Set and clearly communicate team goals. Lead team to successful accomplishment of goals.

  • Shift decision-making, along with authority and responsibility, to the lowest level while maintaining a positive work environment and demonstrating respect for others.

  • Set a personal example of high-performance for the team.

  • Assist Agent in Charge in carrying out Unit operations to ensure all employees within the Unit, as well as outside of the Unit, are working cohesively as a team to achieve the agency's mission. Licensing Determinations:

  • Review and make final determinations on selected licensing and certifications, and unusual complex license issues referred by unit employees in accordance with WAC, RCW, and agency policy.

  • Monitor applications from Tribes and licensees to develop and provide training as needed when continued application errors are found.

  • Perform procedural and substantive reviews of applications and ensure licensing database information is accurate. This means that processes are being performed to standard so that physical and electronic files are of a high quality.

  • Develop and update all application forms relating to licenses issued by the agency to ensure compliance with current processes, procedures, rules, and laws. Submit rule changes as needed.

  • Develop, implement, and document processes for issuing different licenses.

  • Make decisions for approval or denial of license applications or suspension or revocation of a license – based on policy, rule, or law.

  • Work in close coordination with the Special Agents in the Licensing and Regulation Units; particularly when referring higher risk license applications for action, and in accordance with the Unit's risk model. Employee Performance and Development:

  • Make effective employee selection and staffing decisions.

  • Actively monitor unit employees' training and development to ensure each team member continues to progress in the quality, quantity, and complexity of work assigned and completes training programs in a timely manner.

  • Handle personnel issues immediately and document the specifics, as necessary. As appropriate, keep the chain of command informed on personnel issues.

  • Coordinate and conduct training to agency employees to ensure they are educated on new rules, policies, and procedures. This may include developing training materials, as required.

  • Handle all employee performance and team related issues promptly. This includes training, correcting, coaching, and documenting issues, as necessary.

  • Develop staff's performance and development plans in January of each year and complete performance evaluations in February of each year.

  • Ensure adequate unit employee coverage at all times in order for the team to be able to complete unit tasks, workload assignments, and handle inquiries from agency employees, the public, and licensees.

  • Ensure employees responsible for answering the agency's main phone lines provide professional and excellent customer service and direct calls to proper areas within the agency. Administrative and Other Activities:

  • Develop, coordinate and conduct formal regulatory training to licensees, the public, Tribal governments, and agency employees on the licensing process. This may include an overview of the rules and laws associated with gambling. The training audience may consist of as few a 3-4 people, or up to 50-75, during a public forum.

  • Lead and participate in unit and team meetings. Actively participate in the agency's Online Processes for Licensees Work Group (OPLWG), which includes staff from ITD, BOD, and Licensing, and is responsible for determining what online processes are explored further and prioritization of projects made available on our website. This group maintains the agency's My Account, which is the system used by licensees and stakeholders to conduct business with us. It is vital that this system is up-to-date and is user friendly. Qualifications *

Required Qualifications:* * High school graduation or equivalent;

AND * One year of experience as a Licensing Specialist Senior;

OR * Three years of applicable lead or supervisory experience within a regulatory agency. Ability to: * Complete projects within stated deadlines, as assigned

  • Work independently and exercise good judgment

  • Communicate effectively with agents, licensee/applicants and the public, and staff about agency laws, rules, policies, and procedures

  • Multi-task and track multiple projects and deadlines

  • Possess organizational and time management skills to support juggling multiple tasks and meeting demanding deadlines

  • Maintain emotional control under stress

  • Use data and information in a clear and rational thought process to assess and understand issues, evaluate opinions, form logical and accurate conclusions, and make decisions

  • Accurately review and evaluate legal, financial, and other documents for completeness, accuracy, and qualifications for licensure (as required) * Identify key facts, and recognize patterns, discrepancies, missing pieces, trends or interrelationships in data and situations. Differentiate information that is pertinent to a decision or solution and determine appropriate action in light of guidelines/procedures.

  • Use judgment and critical thinking to infer appropriate meaning and form conclusions necessary to resolve the problem or issue

  • Address diverse groups in a public forum, e.g., non-profit, commercial, or Tribal representatives

  • Maintain a driver's license valid in Washington State and able to operate a motor vehicle Required competencies: * Leadership

  • Oral Communication Skills

  • Written Communication Skills

  • Analytical Ability

  • Good Judgment

  • Ethics and Integrity

  • Tact and Diplomacy

  • Diversity

  • Conscientious

  • Flexible/Adaptable

  • Results Orientation and Initiative

  • Accountability

  • Self-Management

  • Use of information technology *Preferred/Desired Qualifications:

  • Two or more years of supervisory experience within a licensing program specialty;

  • Specialized knowledge of state gambling laws and rules.

Preferred competencies: * Customer Focus

  • Relationship Building and Influence

  • Organizational and External Awareness

  • Self-knowledge, Development and Continual Learning

  • Assertiveness/Confidence

  • Teaching and Training Supplemental Information In this position, you must be willing and able to:* Address diverse groups, nonprofit, commercial, or Tribal representatives in a public forum.

  • Occasionally provide training in smoke filled, dirty areas.

  • Travel state-wide and occasionally overnight, individually or with others.

  • Maintain a driver's license valid in Washington State

  • Operate a motor vehicle

  • Successfully complete a criminal background investigation TO APPLY FOR THIS RECRUITMENT, YOU MUST SUBMIT: * A completed online application which includes contact information for at least three professional references that includes current phone numbers and email addresses. You can create an application profile on www.careers.wa.gov by clicking the "Apply Now" button at the top of this page. * A completed Supplemental Questionnaire where all questions are fully answered. "See resume" is not an acceptable answer and will result in your disqualification for an incomplete application.

  • An official or unofficial transcript if you meet the degree requirement.

  • We recommend you carefully review your application before submitting. You must submit a complete application. All requested materials must be submitted. Incomplete application materials may not be accepted. Failure to submit this information in the format request may result in disqualification.

  • Applications for this position may only be submitted every 30 days.

  • Your application materials must be received by 11:59 p.m. on October 8, 2017.

Selection Process: The initial screening will be solely based on the contents and completeness of:

  • Your attention to detail completing your application packet;

  • Completeness of the "duties summary" section of your application in Careers.wa.gov;

  • Review of your letter of interest; and

  • Your responses to the supplemental questionnaire responses; All information may be verified and documentation may be required. A resume will not substitute for completing the "duties summary" section of the application. The "duties summary" section should capture experience listed in your responses to the supplemental questionnaire.

First interviews will be scheduled for October 17th, 18th, or 20th, 2017.

Second interviews will be scheduled for October 25th or 27th, 2017. Candidates must be available to interview during the scheduled interview dates. Note to Applicant: The Washington State Gambling Commission is an equal opportunity employer. Individuals with disabilities needing assistance in the application process or needing this job announcement in an alternative format should provide contact information via email to recruitment@wsgc.wa.gov or via telecommunication device for the deaf at (360) 486-3637. For questions regarding this recruitment announcement, email us at andrea.detlefsen@wsgc.wa.gov or call (360) 486-3614. Salary: $3,436.00 - $4,506.00 Monthly Location: Thurston County – Lacey, WA Job Type: Full Time - Permanent Department: Gambling Commission Job Number: 2017-08518 Closing: 10/8/2017 11:59 PM Pacific Agency: State of Washington Address: View Job Posting for Agency Information View Job Posting for Location, Washington, 98504. Phone: View Posting for Agency Contact Website: http://www.careers.wa.gov


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