Licensing Clerk assists in maintaining records, compiling information, and submitting forms necessary for agent licensing. Performs routine clerical duties, such as filing forms and other records from licensed agents and applicants according to an established system. Being a Licensing Clerk updates database, inputs data as required. Typically requires a high school diploma or equivalent. Additionally, Licensing Clerk typically reports to a supervisor or manager. The Licensing Clerk works under the close direction of senior personnel in the functional area. Possesses a moderate understanding of general aspects of the job. May require 0-1 year of general work experience.
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The Insurance Agent Licensing Clerk performs routine clerical duties, such as filing forms and other records from licensed agents and applicants according to an established system. Assists in maintaining records, compiling information, and submitting forms necessary for agent licensing. Being an Insurance Agent Licensing Clerk typically requires a high school diploma or equivalent. Updates database, inputs data as required. In addition, Insurance Agent Licensing Clerk typically reports to a supervisor or manager. Being an Insurance Agent Licensing Clerk works under the close direction of senior personnel in the functional area. Possesses a moderate understanding of general aspects of the job. May require 0-1 year of general work experience.
Senior Licensing Specialist maintains records, compiles information, and submits forms in order to keep bank and/or investment agents licensed. Coordinates with applicants, state agencies, and the corporate licensing department to ensure timely and efficient license acquisition and renewal. Being a Senior Licensing Specialist ensures compliance with organization policies and government regulations. Maintains an accurate, complete database or set of records to track the status of agents, applications, renewals, and forms. Additionally, Senior Licensing Specialist may require an associate degree. Typically reports to a supervisor or manager. The Senior Licensing Specialist works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a Senior Licensing Specialist typically requires 3-5 years of related experience.