* Review and process license/appointment applications and terminations utilizing valid resources to ensure American Fidelity Assurance Company’s (AFA’s) compliance with federal and state regulations .
*Apply state and federal regulations and AFA guidelines in assessing bankruptcy, civil and criminal activities, etc.
*Monitor and schedule Life and Health agents’ licensing continuing education classes, and track and notify account managers of their license renewal dates.
Technical skills and requirements:
Three to five years experience in agent licensing and appointing
Proficiency with PC Windows-based software, including Microsoft Office applications
Exceptional typing skills
Excellent written and verbal communication and organizational skills to obtain missing information and resolve problems that occur in a timely and courteous manner
Detail-oriented
Work well in difficult and stressful situations
Able to prioritize and adapt to changing priorities
Exceptional knowledge of state compliance issues pertaining to agent licensing and appointments
Extensive broad-based knowledge of (FINRA) and states securities regulations as well as state insurance laws governing Life, Health and Variable Annuity licensing and appointments
Operational knowledge of AFA’s proprietary mainframe systems (AGNT, COMM etc.) as well as FINRA WebCRD and various vendor software programs used in the appointment process
Must be familiar with agency and captive distribution systems
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