Saybrus - Licensing and Contracting Coordinator

Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary Saybrus Partners is looking for a self-motivated individual for the role of Licensing and Contracting Coordinator to ensure proper contracting and licensing for agents in order for new business to be processed efficiently. Job Description ESSENTIAL DUTIES AND RESPONSIBILITIES: The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time for business reasons. Process New Agents Review/scrub career contracting paperwork received from agencies for completeness. Create and maintain agent record in SuranceBay and Salesforce as needed. Follow-up, via phone and/or email as necessary, with agency staff for any outstanding items: missing signatures, letters of explanation for any “yes” answers to background questions, missing forms, etc. Research and verify licenses, CE Compliance on websites. Create/distribute Termination of Appointment letters as necessary. Prepare/process electronic contracts from vendor/carrier website(s). Coordinate agent contracting with carriers. Process agent transfers from agency to agency ensuring that appointments and commissions are re-assigned correctly and promptly. Work on additional tasks/projects as assigned by supervisor. KNOWLEDGE, SKILLS, AND ABILITIES Associates Degree preferred. 3-5 years’ experience in agent licensing and contracting Proficient in SuranceBay contracting software Proficient in Microsoft Word, Excel, and Outlook. Ability to learn new computer software. Team player Attention to detail with strong oral and written communication skills Ability to prioritize and multitask Strong interpersonal skills Strong organizational and documentation skills Creative, flexible, and persistent in completing tasks Strong initiative; ability to work independently *REMOTE* About Us Since 1971, AmeriLife has served the needs of its clients. Today, we are a national leader in the development, marketing and distribution of annuity, life and health insurance solutions, with more than 1,000 associates across the country. AmeriLife partners with leading carriers to support consumers’ financial-wellness goals. Our Mission AmeriLife offers insurance and retirement solutions to provide peace of mind and help people live longer, healthier lives. Our Values AmeriLife practices five core values at all levels of the organization: Honesty – We deal truthfully with all of our clients Integrity – We always do what is right for our clients Accountability – We put our clients’ needs first by taking take ownership of our actions Excellence – We do more than our jobs by going the extra mile for our clients Courage – We stand up for what is right