Licensing Services Specialist III

Job Summary

The Agency Services Licensing Specialist III is accountable for ensuring the accurate and timely processing of distributor onboarding and maintenance within compliance of state and federal licensing rules and regulations. Additionally, the Specialist III will have responsibility for complex issue resolution, supporting escalated cases/issues, building out process documentation and supporting the Specialist I & IIs with a focus on training.

Duties and Responsibilities

• Develop and maintain a comprehensive 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.
• Coordinate and participate in speed to market initiatives such as mass onboarding, processing and merger and acquisitions to meet deadlines and ensure partner expectations. This will include the onboarding of Broker Dealers, Banks and IMO’s.
• Oversee Due Diligence review process; coordinate with Sales, Compliance and Executive Committee to conclude results.
• Provide feedback to managers regarding repeated errors and issues that could be related to system functionality or training.
• Demonstrate strong risk awareness and the courage to speak up to facilitate immediate adjustments.
• Interact with internal and external customers appropriately on an as-needed basis.
• Assist in facilitating cross-training within the department and ensure documentation is accurate and updated promptly.
• Apply knowledge to handle escalated issues that are routed through the various email boxes.
• Assist in the coordination of daily workflow.
• 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.

Experience and Education Requirements

• AA or BA degree preferred. Relevant experience considered in lieu of degree.
• Minimum of 3 years office experience, in the insurance, or other regulated financial services industry; familiarity in dealing with state regulations, contracts, and other applicable requirements.

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.
• Has a proven track record of demonstrating leadership abilities.
• 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.

Other Requirements

• Perform other functions, duties and projects as assigned.
• Regular and punctual attendance
• Some travel may be required (less than 10%)

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