POSITION OVERVIEW 

The Licensing & Contracting Specialist will assist in administrative work to support a sales growth initiative. This position will draw upon skills in research, reporting, attention to detail, multiple system navigation, and communication. The Licensing & Contracting Specialist will need to be a self-starter, detail oriented, organized, diligent, resourceful, and a quick learner.

• Onboard new Marketing Organizations, Agents, and Agencies to sell Global Atlantic products in a high-volume environment with accuracy
• Utilize a checklist approach to ensure all required credentials are in good order
• Order and interpret background investigations appropriately
• Validate critical compliance regulations are fulfilled correctly
• Follow a detailed state matrix to validate appropriate state training requirements are completed
• Maintain multiple systems and thoroughly document work activity and ongoing communication on assigned tasks
• Calculate and verify commission accurately
• Answer a high-volume of emails and calls to resolve contractual and commission inquiries
• Develop professional and dependable working relationships across the organization and with external customers
• Assist in swift escalation resolution
• Identify and escalate trends, issues, and make recommendations for change
• Provide timely responses and accurate information on inquiries, detailed statuses, and reporting
• Support time-sensitive research initiatives and projects
• Remain current on changes and updates for processes and operational procedures to ensure compliance with all regulations and expectations
• Meet quality and productivity goals and deadlines for department standards
• Mentor, train, and provide on the job training support to new team members
• Responsible for adhering to all company guidelines and policies
• Other responsibilities as assigned

REQUIRED QUALIFICATIONS:

• Minimum of 2 years of customer service experience
• Proven ability to quickly learn new systems, concepts, procedures, and apply knowledge
• Ability to review and analyze incoming documents against company and state requirements
• Demonstrated data entry accuracy, high quality performance and productivity in a high-volume environment
• Application of flexibility and time management when handling multiple tasks
• Ability to maintain a positive attitude dealing with difficult situations
• Strong interpersonal skills with willingness to successfully support a team environment
• Exhibited attention to detail and organizational skills
• Demonstrated oral and written communication skills
• Proficient software skills, including Microsoft Office
• Strong computer skills with the ability to work simultaneously in multiple systems with dual monitors
• Hybrid in-office/WFH model
• Overtime may be required
• These positions are not eligible for visa sponsorship now or in the future.

PREFERRED QUALIFICATIONS:

• Prior experience in Financial Services industry with knowledge of annuity products, Licensing & Contracting, general rules and regulations
• Motivated self-starter

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