Position: Life Contracting Consultant
Department: Life Operations
Reporting to: Life Contracting Manager
Location: Topeka, KS - onsite
Overview:
As a Life Contracting Consultant, you are responsible for providing outstanding customer service to our advisors when it comes to appointment requests and licensing. This fast-paced role requires you to communicate effectively with all levels of staff, advisors, and insurance carriers. In addition, you will also be responsible for phone calls, emails and existing agent contracting management.
What you'll do:
- Review and process all requests for appointments and licensing submitted by agents for life insurance
- Ensure accuracy of information provided and all forms needed are included in the contracting
- Forward all completed packets to the proper carrier
- Create, update, and maintain all agent records in our systems
- Follow-up on pending applications with various insurance carriers to keep the licensing process moving forward
- Research and analyze agent issues and provide problem resolution
- Answer phone calls and emails regarding agents' questions in a timely manner
Experience you'll bring:
- Strong communication skills
- Ability to interact with all personality types and with all levels of staff
- Problem solving and decision-making skills
- Time management with the ability to handle multiple tasks in a fast-paced environment
- Ability to learn specific product information, administrative systems, rules and regulations
- PC proficiency, ability to work on several platforms at once
Bonus Points:
- Prior experience working in either the insurance services industry or financial services industry is preferred
- Previous customer service experience
- Bachelor's degree
What you'll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous paid time off package upon your start date
- Access to an on-site cafe, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
Advisors Excel
life insurance, paid time off, 401(k)
Jan 10, 2025