Customer Service - Financial Services Representative

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Job description

Remote in AZ, CO, NM, OR, UT

Job summary:

Responsible for processing routine producer/agent/broker/corporate applications, registrations, contracting, appointment renewals and cancellations, and/or maintenance requests, while adhering to state, federal, and internal compliance regulations.

Job Responsibilities

1. Reviews and processes routine applications, registrations, contracts, and/or appointments and maintenance requests consistent with approved standards and practices.

2. Assists in implementing customary changes in insurance licensing requirements based on changes in laws, regulations, or company policies.

3. Maintains databases and related background information and files for assigned states, operation, and/or distribution channel.

4. Updates and distributes licensing/appointment requirements and procedures manuals.

5. Assists internal and external customers on the licensing requirements and registration process, furnishing materials, and submitting forms and fees to state department of insurance and/or other regulatory agencies.

6. Complies with routine licensing laws and regulations.

7. Serves as liaison between licensing and internal and external customers in regard to license issues via phone calls and email. Provides related customer service to internal and external departments to ensure that all applications are processed correctly and in a timely manner.

8. Performs other duties as assigned.

Job requirements:

Education: High school diploma or equivalent. College degree preferred but not required. Industry related coursework preferred.

Skills/competencies:

Ability to effectively operate a personal computer with related business and licensing software. Oral and written communication skills for contact with agents, brokers and regulatory agencies.

• Only those lawfully authorized to work in the designated country associated with the position will be considered.

• Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.

Benefits:

For information and details on employment benefits offered with this position, please visit here . Should you have any questions/concerns, please contact our HR Department via our secure website .

California Pay Equity:

For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here .

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department .

Rose International has an official agreement (ID ), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).

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