Licensing Specialist

MarketSource is a sales acceleration company focused on delivering better outcomes for many of the world’s most iconic brands. We design, operationalize, and execute managed sales and customer experience solutions for companies in B2B and B2C environments.

Our solutions are purpose-built and tech-enabled to deliver measurable improvements in business outcomes. We live by a set of people-focused values that guide our relationships with each other and with our clients. By putting people first, working together to make others successful, and establishing a rich and empowered work culture, we create opportunities for our people and the businesses we serve to be successful.

Summary

The Insurance Licensing and Appointment Coordinator is responsible for working with a team of licensing professionals to manage the licensing and appointment activities and requirements for licensed sales agents to ensure continuous compliance with all states. In this role, you will work within the Company’s Compliance Department to maintain the company’s multi-state licensing and carrier appointment processes, support general compliance functions, and assist licensed agents with navigating tools and processes to complete related tasks.

Essential Job Functions

• Proactively manage and complete the insurance appointment and agency licensing processes, including but not limited to maintaining compliance with client expectations as well as applicable state laws and regulations, researching market requirements, coordinating contracting requirements, tracking appointment statuses.
• Serve as a subject matter expert for licensing, program contracting, and appointment activities or requirements.
• Prepare and submit related program data for reporting as needed.
• Maintain efficient and accurate record keeping using multiple client and company systems, as well as other application tools, such as Salesforce, AgentSync, NIPR, Producer Toolbox, etc.
• Coordinate and meet deadlines for contracting activities, such as signatures, fingerprinting appointments, affidavits, certifications, continued education, and renewals with licensed agents and stakeholders.
• Prepare reports on agent licensing statuses, identifying any issues in a timely manner.
• Assist with monitoring and executing regulatory requirements that may impact the business.
• Collaborate with various support teams to ensure compliance when questions or issues arise.
• Manage and communicate changes in state regulatory requirements to impacted employees and stakeholders.
• Perform regulatory research to determine requirements for new states, and/or new coverages as business verticals expand.

Required Knowledge, Skills, and Abilities

• Effectively communicate (verbally and in writing), exercise appropriate interpersonal skills with employees, client contacts, and leadership as needed for contracting activities.
• Independent, self-starter with the ability to seek opportunities to go above and beyond job requirements to achieve stated goals and objectives
• Ability to work in a high performance, fast-paced team environment
• Proficiency in Microsoft Office, SalesForce, internet research, and web based database skills
• Ability to adapt to and work effectively within a constantly changing environment
• Excellent customer service and problem-solving skills required
• Strong attention to detail, time management, and organizational skills
• Ability to function as a solid team player and work closely with teammates, client contacts, and leadership to create a superior employee experience

Job Requirements

• 2 years minimum experience in healthcare, benefits, or insurance industry required
• Knowledge of insurance industry, licensing and contracting, appointment functions, including with single and multi-carrier clients
• Bachelor’s Degree or equivalent work experience in healthcare, benefits, or insurance industry

MarketSource is an Equal Opportunity Employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 877-883-4575 or email HR@marketsource.com.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. This role may be eligible for the following:

• Medical, dental & vision
• 401(k)/Roth
• Insurance (Basic/Supplemental Life & AD&D)
• Short and long-term disability
• Health & Dependent Care Spending Accounts (HSA & DCFSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

San Fran Candidates only: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Los Angeles Candidates only: We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

Unincorporated Los Angeles County Candidates Only: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Where applicable, in accordance with the Los Angeles County Fair Chance Ordinance for Employers, Candidates must satisfy all pre-employment screening criteria and may be disqualified due to criminal history because the requirements of this position, as outlined above, may include: access to valuable company assets; exercise of good judgment and performance of duties safely under work conditions that may be stressful including under supervision of client; access to sensitive personal or financial information; and/or access to objects that may be used to inflict injury or harm to others.