Here at Cadence Insurance, we build careers!

We appreciate that our employees are our most valuable resource and are what makes us a great place to work. We are proud of our collaborative team culture, and we continue to build it with people just like YOU.

Our commitment to YOU
Cadence Insurance will never underestimate the role of a Licensing Administrator. When Cadence Insurance leaders are asked to list the major strengths of our agency, our quality of service to the client is at the very top, and our teammates are the foundation of that service. As we grow, a top priority for Cadence Insurance is to hire and retain great talent.

We offer YOU:

• Competitive salary
• Excellent benefits package that includes 4 medical plans, 2 dental plans, vision, and additional company paid and voluntary ancillary coverages
• Superior retirement savings plans that include both a 401(k) & pension plan
• Awesome PTO that includes an accrual of up to 3 weeks vacation, 12 sick days, and 11 holidays
• Flexible work arrangements including hybrid remote work and flex time schedules
• Innovative training opportunities
• Outstanding Career Development Program

Primary Role:

Serves as a liaison with external insurance licensing organizations and has a comprehensive understanding of licensing and/or registration procedures. Initiates and controls the agency and agents’ licensing and appointment process for colleagues requiring licenses. Monitors and maintains the licensing database to ensure accuracy and completeness. Works with external parties to ensure that colleagues have the appropriate credentials and comply with any continuing education requirements. In addition to licensing duties, this role is responsible for maintaining the Cadence Insurance Continuing Education programas well as assisting in Cadence Insurance internal education programs.

Primary Responsibilities:

• Successfully drives agents’ licensing, appointment, and certification process
• Maintains the Continuing Education program, including reviewing continuing education requests, completing course registrations, and reviewing monthly invoices
• Assists in the development of internal educational programs including our Cadence University series
• Determines states where license(s) is needed, types of licenses necessary, applications, documents and other requirements needed for producer or adjuster to qualify for licensing
• Obtains proper approvals of all new and renewal licenses
• Reviews applications and supporting documents for completeness and accuracy and returns incomplete applications or requests missing supporting documentation
• Monitors expiration of licenses, compliance due dates, and other regulatory requirements of agents and agencies, and also manages reminder communications to keep credentials current
• Responds to escalations or requests for additional information from carriers or Departments of Insurance.
• Completes appropriate forms, processes fees, and notifies the proper departments of producer cancellation in a timely manner.
• Keeps apprised of and ensures agency compliance with any licensing/appointment requirements and legislation as required by insurance state and federal regulations.
• Effectively communicates with Management-Agent Status and/or Processing delays.
• Works with carrier contacts to improve efficiency in agent onboarding and appointments when possible
• Maintains agency and licensees’ records in the PCRM database ensuring a complete record of all agency licenses and licensees-adding, deleting, updating and auditing information as needed.
• Keeps online copies of all licenses for use as needed
• Periodically audits the PCRM database to confirm the validity of the data, and correct or re-classify any mistakes
• Assists in the creation & maintenance of instructional handouts and other training materials
• Assists with updating Licensing policies and procedures
• Assists in the preparation of corporate events, as well as attends and participates as needed
• Other licensing and continuing education related tasks/projects as needed
• Regular and reliable attendance

Qualifications:
Education/Designations

• High school diploma or equivalent preferred
• College degree preferred

Skill Requirements

• Experience and proficiency using Microsoft Word and Excel and/or G Suite products including Gmail, Docs word processing, Sheets, and Drive cloud storage
• Excellent verbal and written communication skills
• Ability to work with numbers including basic calculations
• Organizational and time management skills
• Ability to work in a team environment
• Projects professional appearance and manner
• Self-starter with the ability to be flexible
• High attention to detail

Work Experience

• Typically has up to 3-5+ years of administrative support experience including data entry, electronic filing, customer service, including responding to inquiries

Physical Requirements

• Must be able to communicate effectively with clients, producers, carriers and staff
• Ability to stand or sit at a workstation during a standard workday
• Ability to operate a computer and other office productivity machinery, such as a calculator, copy machine and printer
• Ability to move about the office to access office machinery and supplies

Mental Requirements

• Ability to work and meet challenging deadlines and expectations
• Job entails meticulous attention to detail
• Must perform well with frequent interruptions or distractions
• Ability to quickly adjust priorities, focus and direction as circumstances dictates
  

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.