Licensing Associate jobs in United States
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OneAmerica Financial · 1 day ago

Licensing Associate

OneAmerica Financial is committed to creating certainty for customers and delivering financial strength. They are seeking a detail-oriented Licensing Associate to support agent licensing channels by ensuring compliance and accuracy in application processes.

BankingCrowdfundingEducationFinancial Services
Hiring Manager
Hanifah Williams
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Responsibilities

Request and review credit, criminal, regulatory, and license background reports based on contracting applications
Analyze applications to identify adverse information and follow up with producers as needed
Create and maintain producer records in our internal database and assign writing codes
Organize and store all documentation, including applications, reports, and communications
Respond to inquiries via our departmental call center and email inboxes
Understand and support appointing and termination processes for individuals and business entities
Use internal job aids, vendor tools, and state websites to ensure compliance with regulatory guidelines

Qualification

Attention to detailOrganizational skillsMicrosoft OfficeCustomer serviceCompliance knowledgeData entryCommunication skillsTime management

Required

Strong attention to detail and organizational skills
Ability to manage multiple tasks and meet deadlines
Excellent communication and customer service skills
Strong proficiency in Microsoft Office
High School Diploma or equivalent or any combination of education and experience which would provide an equivalent background

Preferred

College Degree
Experience in customer service, data entry, insurance, or licensing/compliance
Familiarity with state licensing regulations, renewals, terminations, and compliance database management

Company

OneAmerica Financial

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OneAmerica Financial® is a national financial services organization helping people build greater certainty for better moments, every day.

Funding

Current Stage
Late Stage

Leadership Team

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Joe Ingream
Head of Employee Benefits-Group Insurance
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Company data provided by crunchbase