Job Description Summary
Provide outstanding customer service to financial advisors by
contracting, licensing and appointing agents to the company so they
can solicit business for the Individual Retirement division.
Responsible for Quality Assurance, and recommend quality standard
changes as appropriate.
The Lead Insurance Licensing Specialist may also help in
training staff members on new procedures as well as first point of
contact for new staff on training procedures. Will be a primary
department contact for system issues and resolution, as well as
system training for new and existing employees.
Transamerica is seeking a professional with Insurance and
Financial Services industry experience for the Lead Insurance
Licensing Specialist. This position will work closely with the
Review, audit, process the agent contract file for required
forms and documents this including, but not limited to, adding the
agent to the database as well as preparing specific
licensing/appointment paperwork. Maintain records, handle inquiries
and conduct research as needed for the agent files.
Review and notify specific Quality Indicator results for high
profile clientele as requested by management.
Regularly audit the work within the teams for accuracy and
adherence to procedures.
Serve as mentor and trainer for new staff, and be the point of
contact for new processes.
Participate in developing workflows and procedures that will
support increased efficiencies.
Serve as the department liaison with external contacts such as
product development staff, marketing groups, audit, system testing
and support, as well as various other internal departments. Will
also serve as point of contact for a variety of external
Must be able to effectively use a variety of software applications,
including MS Office Suite applications, as well as division
specific mainframe and software applications.
Associates degree or equivalent work experience.
BA degree recommended.
Minimum of 5 years of related professional work experience.
Insurance and Financial Services industry experience.
Experience working in Operations.
Ability to meet deadlines consistently.
Strong organizational skills and communication skills desired.
Ability to utilize advanced working knowledge of all processing and
quality functions, with an excellent understanding of licensing
regulations to ensure complete accuracy, timeliness and efficiency
Currently working in a remote environment - Ability to
successfully work from home remotely until further notice Office
environment in the long-term