Licensing & Contracting Specialist

TRC Staffing

Kennesaw, GA

Kennesaw, GA, US
Kennesaw, GA
30+ days ago

Job Title: Associate Licensing & Contracting Specialist

Functions: Operations

Type: Full-Time

Experience: 1-3 years administrative experience serving clients excellently

Financial Services experience strongly preferred.


Position Highlights:

In this role, you will be responsible for the assimilation and management of the workflow daily. You will serve as a support for the Licensing Specialist role, helping to maintain their focus. You will engage with our very best clients, internal team, and carrier partners. In all interactions, your goal is to provide world class customer service.

Principle Duties & Responsibilities:

Duties include but are not limited to:

  • Primary responsibility for managing and working daily task list.
  • Review new contracting requests for accuracy and entry to our system.
  • Maintain and update all agent records when requested.
  • Follow-up on pending contracts and appointments with various insurance companies until appointment is finalized.
  • Build and maintain relationship with Sales and provide timely updates for their new and existing advisors.
  • Serve as a backup for Licensing Specialists when away from the office, or as volume requires.
  • Additional duties and responsibilities as required by management.

Desired Skills and Experience:

  • 1 – 3 years of administrative experience serving clients excellently.
  • Proficient in Microsoft Office Tools required, skilled in the use of a personal computer and specialized software, experience using imaging systems.
  • Demonstrates ownership of their work & the overall process.
  • Excellent written and oral communication skills, strong follow through and sense of urgency, strong relationship building skills and problem-solving skills.
  • Handles multiple tasks easily and in an orderly fashion.
  • Strong organizational skills.

About the Company

TRC Staffing