Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.
Requirements
A GLIMPSE INTO YOUR DAY
Manages the full licensing and appointment process for new and existing producers.
Reviews all paperwork and online submissions for accuracy and completeness.
Works directly with brokers to gather missing items or correct errors.
Submits licensing requests, tracks progress and follows up as needed.
Notifies brokers when they are approved and ready to write or unable to write due to outstanding requirements.
Troubleshoots appointment issues, delays, expirations, or compliance barriers.
Reviews, prepares, and submits application packets for life and/or annuity business.
Ensures forms meet carrier standards and regulatory requirements.
Tracks application status and provides updates to Consultants and brokers.
Coordinates with underwriting, case managers, and carriers to resolve processing issues.
Maintains accurate licensing, appointment, renewal, and application records.
Monitors upcoming license expirations and communicates proactively.
Assists the Brokerage Consultants with reporting and documentation needs.
Provides strong customer service to brokers, carriers, and internal teams.
Supports special projects, audits, and workflow improvements as assigned.
Performs other projects, duties, and tasks, as assigned.
WHAT SUCCESS LOOKS LIKE IN THIS ROLE
High school diploma or equivalent.
1-2 years of experience in insurance operations, licensing, or administrative processing.
Experience in life or annuity insurance operations or compliance preferred.
Familiarity with state DOI systems, NIPR, or carrier portals preferred.
Strong attention to detail, accuracy, and organization.
Strong communication and customer service skills.
Ability to manage multiple deadlines in a fast-paced environment.
Proficiency in Microsoft Office and ability to learn new systems.
WHY CHOOSE RELATION?
Competitive pay.
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
Career advancement and development opportunities.
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Note: The above is not all encompassing of the full position description.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Relationinsurance · Wyndmoor, PA