Administrative Licensing & Contracting Coordinator

P

Premier Financial Alliance, Inc

Administrative Licensing & Contracting Coordinator

Suwanee, GA
Full Time
Paid
  • Responsibilities

    Licensing and Contracting Coordinator

    Job Title: Licensing and Contracting Coordinator

    Location: Suwanee, GA

    Salary Range: $42,500 - $47,500

    Reports to: Licensing Supervisor

    About PFA:

    About Premier Financial Alliance: Premier Financial Alliance (PFA) is a leader in the financial services industry, focusing on protecting the dreams of Middle America with our innovative life insurance products. Our proprietary life insurance product offers living benefits to serve the unique needs of our clients.

    Why Join Us?

    • Work with a dynamic team dedicated to serving Middle America's financial needs through agent support
    • Professional growth opportunities in the financial services industry
    • Collaborative work environment focused on innovation and excellence
    • Comprehensive benefits package

    Role Overview:

    As the Licensing and Contracting Coordinator, you will accurately and timely process appointments, hierarchies and contracts in compliance with state and federal licensing rules and regulations. The candidate must be customer service oriented, contracting services to the agents and fellow employees of PFA, while supporting the company's growth and improvement of processes.

    Essential Duties & Responsibilities:

    • Review and submit contracting online or via email to various carrier partners to appoint agents
    • Process and submit hierarchies for new agents and agent changes
    • Order and process Errors and Omissions certificates and upload for agent once certificate is received
    • Process agent resignations or terminations
    • Review requests for agent internal transfers and process once approved by the EFC
    • Work with the field to update AML training for carrier compliance requirements
    • Continually make adjustments for changes in workflow and demand for services.

    Required Qualifications:

    • 1-2 years experience in a home office or field office setting, preferably in the insurance or other regulated financial services industry
    • Familiarity in dealing with state insurance regulations and contracting
    • Intermediate proficiency in Microsoft Office Suite (Word, Excel)
    • Ability to utilize multiple monitors
    • Ability to work in a fast-paced environment
    • Strong interpersonal skills and attention to details
    • Establish and maintain effective working relationships with those contacted in the course of work
    • Successfully passing a background check

    Preferred Qualifications:

    • Experience with Monday, Slack, Parabola, Pandadoc and Help Scout

    Benefits (All benefits effective immediately upon hire):

    • HRA allowance for health insurance premiums and expenses
    • 401(k) plan with 3% Safe Harbor company contribution
    • 14 days paid time off plus holidays
    • Hybrid work arrangement (3 days in office weekly; minimum 90-day in-office training period required)
    • Office amenities including coffee and snacks
    • Company social and fitness challenges

    Work Schedule:

    • Hybrid work model available after 90-day in-office training period
    • Core office hours: 8:30am - 5:30pm

    Premier Financial Alliance is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

    Note: This position requires working from our Suwanee, GA office location, with hybrid flexibility after the initial 90-day training period. Candidates should live within reasonable commuting distance or be willing to relocate.