Please note that we do not offer visa sponsorship for this position.

Role Summary

This position is accountable for ensuring accurate and timely processing of contracts, amendments and appointments in compliance with state and federal licensing rules and regulations.  The incumbent must provide customer service oriented contracting services to the distributors and fellow employees of National Life Group, while supporting the company’s growth and expense management initiatives.

This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days.  Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.  The work schedule type and core days are subject to change with advance notification and manager discretion.

Essential Duties and Responsibilities

• Evaluates prospective agents qualifications to represent the company through thorough criminal and credit background review, as well as reviewing any state licensing regulatory issues; judgment is used to determine what requirements may be needed to process negative information
• Works with Recruiters, Marketing, GA’s, MGA’s, Office Managers and management to obtain appropriate support or release letters; notifies Legal and Marketing of issues or transfers
• Governs the issuance of new business and payments of commissions until agents are legally licensed and contracted
• Evaluates and interprets state insurance regulatory requirements to ensure that all agents are in compliance
• Evaluates agent’s prior history with any of the company’s entities to determine eligibility for rehire or transfer
• Reviews vendor generated reports to determine if corporation is at risk by any regulatory actions against current agents
• Continually make adjustments for changes in workflow and demand for services; find efficiencies and recommend improvements as appropriate  
• Participates in cross-training within the unit
• Notifies field force of changes in state regulations concerning licensing for life, annuity, long term care, indexed annuities and variable products
• Ensures ALC, AMS and payroll systems are correctly coded to reflect agent’s licensing status, commissions to be paid and companies representing to protect company and agent from state regulatory actions and penalties
• Ensure quality and time service standards are met
• Participate in new distribution initiatives
• Participate in process and efficiency improvement initiatives
• Ensures MAR compliance
• Directs web security access for agents
• Researches errors and questions from producers; ensures timely response.

Minimum Qualifications

• Qualified candidates will have 1-2 years experience in a home office or field office setting, preferably in the insurance or other regulated financial services industry; familiarity in dealing with state regulations, contracts, etc.
• High School Diploma, college degree preferred
• Must have an intermediate proficiency in Microsoft Office Suite (Word, Excel, Outlook); mainframe processing, and the ability to utilize dual monitors
• LOMA courses or related life insurance experience/training preferred
• Ability to meet established deadlines; must be able to work independently as well as being a team player
• Ability to work in a fast-paced environment; strong interpersonal skills a must
• Establish and maintain effective working relationships with those contacted in the course of work
• Must be able to pass a background check that may include fingerprinting

AI Proficiency Expectations

At National Life Group, we view AI as an enabler of human potential.  We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength.

All associates are expected to:

• Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work.
• Stay curious and open to new AI-enabled ways of working.
• Exercise sound judgment by reviewing and validating AI-generated content.
• Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life's AI guiding principles.
• Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention, and intellectual property.

Core Competencies

• Service Focus - Demonstrates a client centric focus for satisfying one’s external and/or internal customers; establishes and maintains effective relationships with customers and gains their trust and respect.
• Decision Making - Makes sense of complex information, critically evaluates, and creates solutions.
• Results Oriented - Sets performance and personal goals; Driven to meet or exceed goals and objectives.
• Plans and Aligns - Plans and prioritizes work to meet commitments aligned with organizational goals; Aligns people and skills to tasks and assignments; Evaluates results of work.
• Demonstrates Learning Agility - Enhances skills and knowledge through continuous learning; Focuses on personal results by establishing stretch goals; Seeks feedback and changes accordingly.
• Establishes Relationships - Builds partnerships with others to instill trust, collaborate, and meet shared objectives.
• Communicates Effectively - Actively listens, conveys messages to meet different audience needs, and remains open to new ideas and opinions.
• Fosters Diversity - Values diversity and difference in thought, experience, and perspective; Promotes an environment that embraces diversity, equity, and inclusion; Supports equal and fair treatment for all.

Benefits

• Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!