Licensing Services Specialist II

Job Summary

The Agency Services Licensing Specialist II is accountable for ensuring the accurate and timely processing of distributor onboarding and maintenance within compliance of state and federal licensing rules and regulations.

Duties & Responsibilities

• Develop and maintain a general understanding and working knowledge of Licensing and Contracting procedures and regulations. This will include license, appointment, and training requirements for various states.
• Review provided documentation to ensure that agent is compliant to sell and service F&G Life and Annuity products.
• Proactively stay informed of regulatory requirements and updates by continuously remaining educated, confirming understanding.
• Communicate with recruiters, advisors, and other back-office personnel to explain and obtain outstanding requirements.
• Initiate agent appointments, while referencing best practice and regulatory guideline materials.
• Process maintenance transactions and participate in speed to market initiatives such as mass onboarding, processing or merger and acquisition.
• Review daily and monthly reports and takes immediate action to resolve any conflicts with agent data.
• Provide feedback to managers regarding repeated errors and issues that could be related to system functionality or training.
• Demonstrate risk awareness and the courage to speak up to facilitate immediate adjustments.
• Interact with internal and external customers appropriately on an as-needed basis.
• Participate in cross-training within the department.
• Accept and own assigned project tasks; understands impact within the team or organization.
• Contribute to special projects as assigned.
• Contribute to deliverables by executing work and providing team members with appropriate status updates.
• Ensure individual quality and productivity standards are met.

Supervisory Responsibilities: This role does not have formal people leadership responsibilities but may provide guidance, mentorship, or subject matter expertise to others.

Knowledge, Skills & Abilities

• Intermediate proficiency in Microsoft Office Suite (Word, Excel, Outlook); mainframe processing, and the ability to utilize dual monitors.
• Strong customer service skills
• Demonstrates ability to build new skills and adapt to new ways of thinking.
• Demonstrates the ability to multi-task in a fast-paced environment.
• Develops and maintains purposeful, collaborative, and productive, team-driven relationships.
• Ability to derive intuitive conclusions by analyzing patterns and datasets.
• Demonstrates ability to self-organize, set priorities, and manage workload.
• Demonstrates basic understanding of how current job fits into the organizational vision.
• Possess empowerment and courage to actively participate in meetings to ensure all perspectives are considered.
• Monitors, measures, and assesses processes to determine areas of improvement; identifies and eliminates operational waste.

Minimum Qualifications

• 2 years office experience, in the insurance, or other regulated financial services industry; familiarity in dealing with state regulations, contracts, and other applicable requirements.
• Combination of education and experience considered in lieu of degree.

Other Requirements

• This position primarily involves sedentary work, requiring long periods of sitting, regular use of a computer, and occasional standing or walking, with reasonable accommodations available.
• Perform other functions, duties and projects as assigned
• Regular and punctual attendance

Ability to travel up to:  10% of the time

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