Transamerica Intermediate Licensing Specialist in Plano, Texas
Job Description SummaryProvide outstanding customer service to clients by contracting, licensing and appointing agents to the company so they can solicit business for the Individual division. May be responsible for training staff on new procedures as well as first point of contact for new staff on training procedures. Will be a primary department contact for system issues and resolution, as well as system training for new and existing employees. Responsible for Quality Assurance, and recommend quality standard changes as appropriate.Job Description
Review, audit, process the agent contract file for required forms and documents this including, but not limited to, adding the agent to the database as well as preparing specific licensing/appointment paperwork. Maintain records, handle inquiries and conduct research as needed for the agent files.
Review and notify specific Quality Indicator results for high profile clientele as requested by management.
Regularly audit the work within the teams for accuracy and adherence to procedures.
Serve as mentor and trainer for new staff, and be the point of contact for new processes.
Participate in developing workflows and procedures that will support increased efficiencies.
Serve as the department liaison with external contacts such as product development staff, marketing groups, audit, system testing and support, as well as various other internal departments. Will also serve as point of contact for a variety of external customers.
Must be able to effectively use a variety of software applications, including MS Office Suite applications, as well as division specific mainframe and software applications.
Associates degree or equivalent work experience. BA degree recommended.
Minimum of 1-3 years related experience. Experience in Insurance operations setting preferred. Ability to meet deadlines consistently. Strong organizational skills, and communication skills desired. Ability to utilize advanced working knowledge of all processing and quality functions, with an excellent understanding of Licensing regulations to ensure complete accuracy, timeliness and efficiency of services.
Normal office environment.
Job and compensation levels depend upon an applicant’s qualifications including the extent of his/her relevant experience and other job related factors and will be determined by hiring supervisors/managers and HR.
Why Work for Us
Total Rewards at Transamerica: It’s more than a paycheck.
Our comprehensive Total Rewards package is designed to help support you in many ways — throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind… to help you live your best life, grow personally and professionally - and feel valued for the work you do.
Learn more about our Total Rewards Package.
Equal Opportunity Employer:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. Please contact: email@example.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.
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At Transamerica, hard work, innovative thinking and personal accountability are qualities that we honor and reward. We understand the potential that is unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment focused on helping customers secure their long-term financial futures.
Transamerica is a part of AEGON, an international life insurance, pension, and asset management company. The AEGON companies employ approximately 28,000 people and have a strong presence in more than 20 countries across the globe. For more information, visit www.transamerica.com.