Informs Systems personnel when adjustments or updates are needed. Utilizes the appropriate systems for licensing.
Ensures Enterprise licensing database is kept up to date for various W&SFG marketing departments. Works closely with broker/dealers to ensure agent compliance with state variable insurance licensing requirements in all states, where applicable.Įstablishes and maintains agent records in mainframe and PC systems. Maintains the licensing databases for life and variable life licensing and appointments. Tracks appointments of Enterprise agents with insurance carriers. Obtains renewed state insurance licenses for agents, and enters renewal information in agent databases. Responds to information requests within established timeframes.Ĭommunicates with general agents, financial institutions, broker/dealers and field offices to determine which agents will renew their appointments to represent WSLIC, WSLAC, Columbus Life or Lafayette Life. Provides agent and all interested parties with formal communication of appointment or termination status according to Quality and Service standards. Ensures effective handling of licensing/renewal questions/problems by properly complying with and interpreting state insurance licensing regulations.Ĭoordinates the handling of agent appointments and terminations to ensure that all forms are filed accurately with the individual states. Processes Agent Licensing through a working knowledge of the licensing procedures for each state. Works with moderate supervision and is responsible for making a minimal range of decisions, escalating to manager when appropriate and updating manager on a regular basis. Corresponds with Home Office personnel, field agents, financial institutions, broker/dealers and independent agents. Assists agents with first-time resident and non-resident licensing. Responds to customer (internal and external) inquiries within established timeframes. Front-line processing associate responsible for executing transactions.
Processes agent appointments and terminations within timeframes set in Enterprise Licensing Department (ELD) Quality and Service Standards across all Western & Southern Financial Group (W&SFG) entities.
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