Licensing Coordinator - US Based Remote (Eastern Time Zone)

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Our recruiting team reviews each submission, and selected candidates will have the chance to meet with a member of the team.

Summary: The Licensing Coordinator is responsible for performing licensing duties for the Company’s Licensing & Affiliation Center of Excellence. This includes maintaining the sales associate database (Trident & Agent Hub), working with state agencies to ensure that sales associates licensing is current and compliant, supporting the field office staff with the onboarding of new sales associates and acting as a general resource for Licensing & Affiliation related questions/issues.

This position will support the Eastern Time Zone; candidates must be willing and able to work within Eastern Time Zone hours.

• Coordination of Licensing Compliance: Under the direction of the supervisor, responsible for ensuring that all sales associate licenses remain current with required state agencies. This includes but is not limited to:
• Work with field office administration and agents to receive proper record/documentation of continuing education credits.
• Audit rosters after each renewal period and work with field to ensure non-renewed licensees are either renewed or disassociated in a timely manner

Communicate regularly with field personnel regarding missing paperwork and other licensing issues

• Database Management: Responsible for maintaining company database for Sales Associates (Trident). This includes but is not limited to:
• Entering all new sales associates into Trident
• Process all onboarding paperwork for sales associates and ensure that files are complete and uploaded to online file management system (OnBase)
• Process all updates for existing Sales Associates in Trident (i.e. updating commission splits, office changes, etc.)
• Process all disassociations of Sales Associates within company standard timelines

Willingness to learn and embrace new technology is essential.

• Record Keeping: Responsible for maintaining sales associates files. This includes but is not limited to:
• Uploading new sales associates’ documents, updating files for existing sales associates and disassociations of sales associates.