Client Licensing Rep/Remote
Assurant
Miami, FL
04.2013 - 06.2022
- Served as liaison for in-house licensing services offered to clients, telemarketing vendors and Assurant licensed employees.
- Provided department project management support by assisting with special assignments and projects.
- Maintained knowledge of licensing and appointment process for agents and business entities for all states.
- Streamlined account audits, data integrity and company audit underwriting.
- Interpreted current laws to identify business impact and ensure facility compliance.
- Coordinated licensing procedures to track correspondence and follow-up actions.
- Researched, prepared and distributed customized licensing procedure recommendations for clients according to Assurant products, filing status, compensation, sales method and licensing laws and regulations specific to each of 51 U.S. jurisdictions.
- Built rapport and long-term relationships with clients by providing necessary business expertise.
- Led projects and coordinated unit efforts.
- Prioritized project work tasks for organization and accuracy.
- Compiled information to create Excel spreadsheets for department licensing charts and client licensing status.
- Utilized state websites and National Insurance Producer Database to inquire about licenses and appointment status.
- Met and maintained task turnaround times.
- Reviewed client contracts to obtain information necessary for licensing strategy development.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service via email, phone and chat.
