**Essential Duties and Responsibilities**

+ Perform review of contracting applications, appointment requests, product training and requirements

+ Perform timely submission of license and appointment requests

+ Input requirements into database and review for accuracy

+ Respond to inquiries received regarding agent licenses and appointments

+ Train new licensing associates

+ Send follow up notices to financial advisors/agents until licensing requirements are completed

+ Respond to escalated issues and requests from financial advisors

+ Work with new business team on issues related to submitted business

+ Communicate with insurance companies regarding submitted business or issues

+ Work with financial advisor and insurance companies on escalated cases

+ Monitors and works licensing mailbox for timely resolution

+ Communicate with management with escalated problems as needed