Licensing Clerk assists in maintaining records, compiling information, and submitting forms necessary for agent licensing. Performs routine clerical duties, such as filing forms and other records from licensed agents and applicants according to an established system. Being a Licensing Clerk updates database, inputs data as required. Typically requires a high school diploma or equivalent. Additionally, Licensing Clerk typically reports to a supervisor or manager. The Licensing Clerk works under the close direction of senior personnel in the functional area. Possesses a moderate understanding of general aspects of the job. May require 0-1 year of general work experience. (Copyright 2024 Salary.com)
Job Title: Licensing & Commissions Clerk
I. SCOPE OF JOB - Under direct supervision of Supervisor, Licensing and Commissions, responsible for keeping current demographic and Licensing & Renewal information for approximately 2800 Intermediaries. Coordinates distribution of various mailing to Intermediaries including compensation statement, termination, and collection notices. Verifies banking information in ADP. Updates various systems with demographic information. Utilizes vendor software to record data for Errors and Omissions reporting and tracking. Verifies payment history for outside sources. Provides administrative support Debit Balance Analyst, Payroll Administrator and Contracting staff. Provides excellent customer service to both internal and external customers by answering questions, researching and following up on more complex issues and escalating calls to Supervisors as appropriate.
II. PREPARATION REQUIRED: High school diploma or GED required; some college is preferred. Basic knowledge of Producer Licensing, Commissions and payroll functions is preferred.
III. CUSTOMER FOCUS & IMPACT:
It is our goal to exceed our customers' expectations for the products we market and the services we provide. This must be accomplished for the Company to be successful. Every employee must understand this goal and how their job assists the Company in its achievement. For this position this means:
Focus/Standard: To perform administrative functions for the Licensing and Commission department in a timely and efficient manner.
IV. CONDITIONS OF WORK AND QUANTIFIABLE DATA:
Physical Environment: Office. PC use approximately 95%.
Travel: Minimal or none.
Work Schedule: Standard work schedule 40 hours/week (8:00AM - 4:30PM). Works in excess of standard work week as required by work volume.
V. JOB QUALIFICATIONS (Knowledge, Skills, Abilities, and Personal Characteristics):
VI. SUMMARY OF DUTIES:
1/30 UPDATES INTERMEDIARY INFORMATION
STANDARDS: Updates are completed within department time and quality standards
2/30 COORDINATES AND DISTRIBUTES MAILINGS
STANDARDS: Documents are mailed and/or distributed within department time and quality standards.
3/30 PROVIDES ADMINISTRATIVE SUPPORT FOR THE DEPARTMENT
STANDARDS: Dual Agent checks are completed timely. Errors and Omissions information is maintained on a daily basis.
4/10 COMPLETES INITIAL REVIEW OF CONTRACTING DOCUMENTATION
STANDARDS: Review and entry is done within 24 hours of receipt. Prenotes are completed within the week received.
Performs other duties as assigned.