High level proficiency with Outlook and other standard business applications
Experience in licensing, compliance, insurance operations, or a related administrative role
Familiarity with RegEd or similar licensing systems
Strong attention to detail and organizational skills
Requirements:
Maintain accurate licensing records, assist with onboarding and compliance activities, and provide day-to-day administrative support for the Licensing team
Analyze licensing data, prepare leadership reporting and dashboards, and follow up on required actions
Obtain, maintain, and upload individual and entity licenses to RegEd profiles; maintain accurate entity license information on the company intranet
Provide RegEd support (e.g., password resets and pass/fail report monitoring) and assist with licensing-related projects and process improvements
Job description
Company Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Job Summary The Licensing Assistant supports the Licensing team by maintaining accurate records, assisting with onboarding and compliance activities, and providing day-to-day administrative and operational support. This role analyzes licensing data, prepares leadership reporting and dashboards, and follows up on required actions as applicable.
Prepare and deliver dashboards to include:
Configure and prepare reports as requested
Isolate reports by entity
Create reports and monitor progress of goals
Strategize improvements to reporting techniques
Obtain, maintain, and upload individual and entity licenses as requested by carriers to the appropriate RegEd profiles.
Maintain accurate and up-to-date entity license information on the company intranet.
Send welcome communications to new employees confirming active licenses and authorization to sell, service, and solicit in applicable states.
Provide RegEd support, including password resets and pass/fail report monitoring with appropriate follow-up.
Support licensing-related projects, new procedures, and improvements to team processes.
Assist with questions and provide licensing assistance as needed.
Assist with new projects/procedures outlined
Qualifications
High level proficiency with Outlook and other standard business applications
Experience in licensing, compliance, insurance operations, or a related administrative role preferred.
Familiarity with RegEd or similar licensing systems is a plus.
Strong attention to detail and organizational skills.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Effective written and verbal communication skills.
Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
