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Overview

As a Licensing and Compliance Specialist , you will be responsible for the company-wide agent/agency licensing items (processing new licenses, renewal licenses, change of address, name changes, affiliations, tracking flood credits, etc.), assistance with TPA licensing, completing agency profiles in licensing database, EB carrier appointments, assist with surplus lines filings and taxes, and licensing projects. This position plays a key role within the organization by ensuring compliance with ever changing local and federal regulations, adding new appointments and new licenses to meet department and organizational goals.

Alera Group was formed in 2016 by the merging of 24 high-performing insurance brokerage firms across the United States, and since has grown to 70 plus member firms. Headquartered in Deerfield, Illinois, Alera specializes in employee benefits, property and casualty, risk management and wealth management solutions and is the 14th largest independent insurance agency in the United States.

Responsibilities

The ideal candidate is detail-oriented, highly organized, and possesses excellent communication skills with a demonstrated drive for personal success.

• Agent/agency licensing items (processing new licenses, renewal licenses, change of address, name changes, affiliations, tracking flood credits, etc.)
• Assist with TPA licensing
• Completing agency profiles in licensing database,
• Assist with multiple state surplus filings
• Assist with Reconciliations for tax purposes
• Assist with carrier appointment paperwork completion
• Work with agents regarding appointments and licensing issues
• Assist in resolving licensing issues as needed
• Projects as assigned by Compliance Manager

Qualifications

• Proficiency with Microsoft Office suite, especially Excel.
• Demonstrated ability to adapt to new information and apply knowledge learned.
• Strong communication skills with ability to state messages in a clear and concise manner.
• High level of self-motivation; ability to accomplish goals and meet deadlines independently.
• Strong organizational skills and ability to prioritize various assigned tasks.
• Demonstrated ability to consistently meet goals, deadlines, and department standards for quality and productivity
• Strong analytical and detail-oriented aptitude; a high degree of accuracy is required.
• Prior experience with processing of licenses, surplus lines filings, and appointment experience preferred

Benefits

_We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

_ If you're a California resident, please read the California Consumer Privacy Act prior to applying.