Licensing Coordinator

Description

We are seeking a Licensing Coordinator for a role based in Monticello, Minnesota. The primary focus of this role is to ensure an efficient life insurance application process. The successful candidate will liaise with insurance agents and carriers, manage customer inquiries, and maintain customer records. This role offers a contract to hire employment opportunity.

Responsibilities

• Coordinate the submission of new applications to the insurance carrier, ensuring all requirements are met.

• When necessary, order medical exams and records.

• Follow up with agents and carriers regarding requirements and process updates.

• Utilize Salesforce to manage all life insurance cases.

• Maintain professional communication with stakeholders via email and phone.

• Adhere to all service level agreements and work to meet them efficiently.

• Gain a thorough understanding of carrier workflows and navigate carrier websites effectively.

• Collaborate with team members to achieve common goals and provide assistance when needed.

• Identify and implement process efficiencies to improve overall customer service.

• Conduct background checks as part of the customer application process.

• Benefits available to contract/temporary professionals, include medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit ~~~ for more information.

Requirements - Minimum of 2 years of experience in a similar role or related field

• Excellent customer service skills

• Understanding of life insurance principles and regulations

• Proven ability to perform background checks

• Proficient in composing and managing email correspondence

• Experience with multi-line phone systems

• Familiarity with ~~~

• Strong organizational skills

• High attention to detail

• Excellent written and verbal communication skills

• Ability to work well in a team and independently

• Proactive and able to take initiative

• Ability to manage multiple tasks and priorities effectively. TalentMatch®

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (~~~) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit ~~~ for more information.

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