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 recom...