Job Description

Job Description

Key Responsibilities

  • Administration of contracting and licensing for all distribution channels, ensuring that all producer/advisor and up-line management are properly contracted, licensed and appointed, where applicable with state and/or provincial insurance departments
  • Provide customer service support through our dedicated phone queues. Phone queue coverage is required on a schedule and rotational basis
  • Responsible for processing of new producer/advisor and up-line management contracting packages
  • Review contracting package for completeness, following up on outstanding contractual requirements
  • Administer, review & adjudicate background checks within established approval guidelines, communicating with producer/advisor when necessary to obtain clarification regarding financial or criminal aspects on the background check report; make recommendation for exceptions or declines where appropriate
  • Process...

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