Agent Licensing Associate
Job description
At OneAmerica, we deliver on promises when customers need us most. We believe the best way to serve our customers is to know that every individual, employee, family and business we work with has unique personal and financial goals. We keep our promises, so we can help them achieve their goals and realize their definition of financial success. When you join OneAmerica you are joining a community that cares about their employees and customers. We have consistently scored well in Employee Engagement.
Job Summary
As part of the new business team for the individual life insurance products you are responsible for the initial review of contracting applications and supporting documents (including background reports) to determine if the advisor/agent is eligible to contract with OneAmerica. You are the first point of contact with the prospective agent communicating daily on their contract and will build relationships to ensure OneAmerica has the appropriate documents needed for the producer to sell the OneAmerica products.
Primary Responsibilities:
- Conducting credit/criminal/financial background reports on producers that are requesting an appointment with OneAmerica
- Thoroughly review the contracting application and create the producer's record in REPS
- Responding to all licensing inquiries by providing superior customer service skills when communicating via phone and email with our business partners
- Completing daily responsibilities within the designated turnaround time while maintaining a high level of accuracy
- Engaging and collaborating with your peers to bring ideas and efficiencies to the department
- This position requires a hybrid schedule with 1 day a week in the office
Job Requirements
Required Education and/or Certifications
- H.S. Diploma or equivalent
Recommended Education and/or Certifications
- Associate's Degree or any combination of education and experience which would provide an equivalent background
- This position is hybrid and will require at least one day in the office.
Salary Band: 03A
This selected candidate will be expected to work hybrid in Indianapolis, IN. The candidate will also be expected to physically return to the office in CA, WI, IN or ME as business needs dictate or for team-building and collaboration.
If you are offered and accept this position, please be advised that OneAmerica does not have any offices located in the State of New York and OneAmerica associates are not permitted to work remotely in the State of New York.
Disclaimer: OneAmerica is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.
For all positions:
Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.
To learn more about our products, services, and the companies of OneAmerica, visit oneamerica.com/companies.
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