Job Description
Now Hiring for an Operations Associate with a large and growing financial services company in St. Cloud, MN!!
Description
- Ensure that the appropriate paperwork is filed in a timely manner with all State and Government Agencies
- Manage/Process reps carrier appointments, renewals and invoices
- Assist reps with continuing education questions and study material
- Research and resolve unique situations and complex errors associated with the insurance licensing process, regulatory questions and related issues, etc.
- Maintain data for the internal and external registration and disclosure systems, including FINRA WebCRD, IARD, NFA and NMLS
- Lead from the front by contributing to the development and improvement of procedure, processes, and workflow to increase efficiencies
- Be the first point of contact for our Representatives' Licensing & Registration questions
- Process all licensing and appointments, including appointing agents and brokers
MUST HAVES...
Description
- Ensure that the appropriate paperwork is filed in a timely manner with all State and Government Agencies
- Manage/Process reps carrier appointments, renewals and invoices
- Assist reps with continuing education questions and study material
- Research and resolve unique situations and complex errors associated with the insurance licensing process, regulatory questions and related issues, etc.
- Maintain data for the internal and external registration and disclosure systems, including FINRA WebCRD, IARD, NFA and NMLS
- Lead from the front by contributing to the development and improvement of procedure, processes, and workflow to increase efficiencies
- Be the first point of contact for our Representatives' Licensing & Registration questions
- Process all licensing and appointments, including appointing agents and brokers
MUST HAVES...
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