Licensing Assistant

World Insurance Associates, LLC.
9d

About The Position

The Licensing Assistant supports the Licensing team by maintaining accurate licensing records, assisting with onboarding and compliance activities, and providing day-to-day administrative and operational support. This role ensures licensing data is current, accessible, and aligned with regulatory and internal requirements.

Requirements

  • Experience in licensing, compliance, insurance operations, or a related administrative role preferred.
  • Strong attention to detail and organizational skills.
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Effective written and verbal communication skills.
  • Proficiency with standard business applications (Outlook, Excel, intranet tools).

Nice To Haves

  • Familiarity with RegEd or similar licensing systems is a plus.

Responsibilities

  • Obtain, maintain, and upload individual and entity licenses as requested by carriers to the appropriate RegEd profiles.
  • Track and update renewed licenses, including those for frequently requested producers and DRLPs.
  • Maintain accurate and up-to-date entity license information on the company intranet.
  • Support onboarding by verifying NPN collection, RegEd profile setup, and completion of required BI questionnaires; conduct follow-ups as needed.
  • Send welcome communications to new employees confirming active licenses and authorization to sell, service, and solicit in applicable states.
  • Assist with producer affiliation requests, tracking, and documentation.
  • Provide RegEd support, including password resets and pass/fail report monitoring with appropriate follow-up.
  • Track licensing progress for new hires and support licensing and continuing education (CE) inquiries.
  • Support licensing-related projects, new procedures, and improvements to team processes.
  • Monitor and assist with the Licensing inbox and continue daily email monitoring and distribution following the ServiceNow transition.
  • Track progress for new hires required to be licensed.
  • Assist with CE questions and provide licensing assistance as needed.
  • Run PDB report for new acquisitions at the entity level to ensure we have accurate license information.
  • Run the pass/fail report for RegEd and address accordingly
  • Assist with new projects/procedures outlined
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service