Position Summary:

The Licensing and Training Coordinator will perform a variety of functions in support of two primary areas: (1) Ensuring that employee licensure, carrier certifications and appointments are managed and completed in a timely, accurate and efficient manner; and (2) Assist the Learning and Development team in the coordination of training full-time and seasonal staff, fostering the commitment to continuous learning and development.

Primary Job Responsibilities:

Licensing
• Review licensing and appointment needs of agents to ensure that licensure, carrier certifications and appointments are managed and completed in a timely, accurate and efficient manner
• Provide new and/or seasonal agents instructions on obtaining appointments with carriers and completing required certifications
• Maintain the procedures and processes required by each carrier or FMO to get an agent appointment and certified
• Keep all paperwork associated with licensing, appointment and certification in electronic files
• Keep records of ready-to-sell agents up-to-date. This includes terminating appointments as directed by managers in a timely manner and updating the records with the various Departments of Insurance and insurance carriers
• Perform annual audit during first week of November of all appointments and certifications to ensure all agents have met the requirements
• Track CE credits per agent and provide reminders to staff on the renewal of their Ohio license
• Renew agent licenses for states other than Ohio as necessary
• Manage stock room and order carrier supplies

Training
• Work with Learning and Development to assist in the coordination of training programs for full-time and seasonal staff that will increase their skills and knowledge
• Create and deliver training courses and sessions to meet the goals as outlined in the RMIQ training plan. Ensure materials created for each training class includes an outline, class materials and instructor notes
• Conduct evaluations after training is delivered to determine effectiveness
• Set up rooms for training (table and chairs, flip chart and markers and snacks and drinks)
• Assist with assembly of training materials, which includes copying, collating, etc.
• Assist with team projects as requested

Minimum Skills and Requirements:

• Bachelor’s Degree in business or related field
• Good working knowledge of Microsoft Office (Excel, Word, PowerPoint)
• Good working knowledge of Internet and other technology tools
• Takes initiative and able to work with little supervision
• Good balance of task and relational skills
• Well organized, decisive, flexible and very detail-oriented
• Strong critical thinking skills

  • Accepted file types: pdf, doc, docx.