Senior Licensing Case Manager

At Legal & General America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live.  As a recognized market leader of term life insurance, we’re working to transform our business through innovation and technology to provide products and solutions that help American families secure their financial futures.

We are a future-focused company, passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more.  We strive to create a unique environment where balance between work and life is possible. Our employees' passion, dedication and hard work, as well as our career development opportunities, benefits, and employee activities contribute to our positive workplace culture.

The Senior Licensing Case Manager will deliver prompt, accurate and courteous service by handling complex verbal and written inquiries for general agencies and other Banner departments concerning agent licensing. Assist with training Licensing Specialist on Banner’s licensing procedures. Assist with researching and resolving complex licensing matters while meeting or exceeding pre-defined standards.

1. Review commission error reports and work with other departments to ensure that all issues are resolved

2. Review state agent renewal listings to ensure agent is active and appointed. Submit check requisitions to pay state renewal invoices on or before the due date.

3. Research Agent Error report to ensure that the Hierarchy record is setup correctly in all agent levels.

4. Submit SAFE requests and process LifePro utility request to assist in commissions and other complex corrections.

5. Assist with Importing Appointment Files

6. Process Broker Dealer contracts

7. Review state (DOI) generated agent termination advisories. Terminate agent in the system and send proper notification to the agent/agency

8. Assist with updating procedures manuals for all Licensing processes and functions.

9. Process mass agent hierarchy changes with 100% accuracy.

10. Understand all regulations necessary to accurately contract, appoint and maintain agents. Utilize existing online references (e-pal) to ensure compliance with state regulations.)

11. Review new agent contracts for completeness and accuracy; setup agent master and hierarchy records; add agent requirements to communicate missing or incomplete information and generate executed agent contract to proper entity while meeting or exceeding pre-defined productivity and quality standards.

12. Index all documents in image queue, research tasks related to agent setup (Unknown Agent, Hierarchy Error, Invalid state, Appoint Agent, etc.) and correct data and/or add requirements requesting information from agencies to meet or exceed pre-defined productivity and quality standards.

13. Request and review due diligence reports (backgrounds) to ensure individual and/or entity is within pre-defined guidelines of acceptance. Forward any adverse reports to compliance area for further review and approval or declination. Work directly with Marketing and Compliance Department.

14. Assist in training new team members, provide on-going assistance to the Licensing staff as needed.

15. Effectively interact with other departments to facilitate resolutions as required.

16. Assist team members with escalated issues and forward to Team Lead or Supervisor when all attempts to resolved issues have been exhausted.

17. Complete other assignments and goals as assigned.

Education

High school Diploma

College preferred

LOMA-ACS designation preferred

Experience/Knowledge

4+ years experience in a customer service/administrative related position

4+ years communication and processing experience

2+ years of phone experience

Minimum 1 year as a CS Grade 05 Representative

Advanced knowledge of life insurance products

Life, Property and Casualty or Health insurance experience preferred

Skills

Excellent communication skills, both verbal and written

Strong customer service skills

Analytical and technical skills

Strong organizational skills and ability to prioritize

Ability to work in fast paced environment

Detail oriented

Ability to work independently and within a team environment

Effective decision making skills

Knowledge of Microsoft Office (Word and Excel)

What’s in it for you?

The expected hiring compensation range for this position is $52,600 - $70,375 annually.  This position currently requires onsite reporting for up to three days per work week with flexibility of work from home days the remaining two.    

The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses.  This role is eligible to participate in the Legal & General America Annual Incentive Plan. The current target payment for the position is 3% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date.  This role has 10 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year.

We have a competitive compensation and benefits package focused on your overall wellbeing.  Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff).  We’re big on professional development and we’ll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you!

If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time.

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.