Licensing Specialist

| Lake Mary
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Job Summary
Under limited supervision this position in compliance with state insurance department regulations and company guidelines is responsible for performing and completing all basic aspects of initial or renewal agent appointment processing. Also responsible for providing customer support to field offices/agents and building/maintaining agent information in the licensing processing systems.
Essential Duties & Responsibilities
Performs a combination of duties in accordance with departmental guidelines:
Acts as the licensing customer service contact for field offices agents enrollers and processing teams by responding to questions both verbally and in writing regarding licensing appointment statuses appointment procedures and state regulations.
In compliance with state regulations identifies and processes all qualified and unqualified new producer appointments and contracts both manually and electronically for submission to State Insurance Departments. Updates systems and notifies agent upon confirmation of appointment from the state.
Receives and reviews state insurance department announcements of agents' renewals and reconciles with company agent listing. Identifies and processes automatic renewals e.g. individual production requirements for sales personnel.
Prepares and submits to individual state insurance departments the disposition of actions taken on announcements calculates associated fees for designated states or manually pends for receipt of invoice for associated fees in compliance with state insurance departments.
Submits and receives requests for background investigation on agents and determines if contracts submitted are allowed based on company guidelines.
Updates processing system with all renewals or terminations to effectively allow or deny new business processing to take place.
Calculates and request checks for fee payment and vendor billings.
Updates and maintains via the licensing and database systems agent demographic information e.g. address changes name changes transfers and license/appointment expiration dates.
Researches and corrects agent data problems and commission errors related to licensing e.g. adjustment of transfer dates of producers types of business submitted to ensure proper commission payment.
May perform additional duties as assigned.
1. Validates certifies and updates systems with producer tax identification numbers for corporate tax reporting.
Reporting Relationship
Typically Supervisor or above
Skills Knowledge and Abilities
1. Knowledge and understanding of computer software applications including MS Word MS Excel and the Internet.
2. Ability to employ strong customer service skills within a fast-paced high-volume team environment.
3. Good communication skills both verbal and written.
4. Detail oriented with good math and organizational skills.
Education and Experience
1. High School Diploma GED or equivalent experience and a minimum of 2 years of customer service experience in an office environment. Or 1-year life insurance administrative processing.
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What are CNA Perks + Benefits

CNA Benefits Overview

One of the many advantages of working at CNA is the benefits program we offer you and your eligible dependents,
beginning on the first day of your employment. The program features a variety of plans that provide health care
benefits, well-being, disability and survivor protection, and 401(k) savings, among others. Below are highlights
of the offerings.

Culture
Volunteer in local community
Partners with Nonprofits
Friends outside of work
Open door policy
Team owned deliverables
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Diversity Employee Resource Groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K)
401(K) Matching
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Performance Bonus
Match charitable contributions
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Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
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Generous PTO
Paid Holidays
Paid Sick Days
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Relocation Assistance
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Diversity Program
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Online course subscriptions available
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