Insurance Licensing and Appointment Assoc Analyst
Tasks
- Develop relationships with insurance carriers
- Enter data in FINRA Web CRD
- Enter data in Oracle
- Follow up with advisors and business partners
- Generate advisor correspondence
- Handle escalations
- Process advisor requests
- Process exam requests
- Process insurance appointments
- Process state registrations
- Research appointment items
- Understand FINRA registration rules
- Understand state registration rules
- Update state insurance site data
Perks/Benefits
Skills/Tech-stack
Customer Service | Data entry | Detail Orientation | FINRA | FINRA Web CRD | Independent work | Microsoft Excel | Microsoft Outlook | Microsoft Word | Multi-tasking | Oracle | Prioritization | Verbal communication | Written communication
Education
Regions
Countries
States
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