Licensing and Commision Specialist

Medix Healthcare

Tampa, FL 33607 (FULLY ONSITE)

$45,760.00-52,000/Annually

M-F 7:30AM-4:30PM

Job Details

Salary

$45,760.00-52,000/Annually

Job Type

Full-Time

Overview

The Florida team is looking for a commissions and licensing specialist. The biggest items here are needing life insurance and annuity experience, and/or commission or accounting understanding.

This position will provide daily support to activities related to Producers including Appointment, Commissions, and other maintenance activities. Role will specialize in complex transactions as well as support the collection processes for debit activities. In addition, will also provide support to peers within the department for more complex transactions.

Qualifications

• Life Insurance and Annuity Experience
• 3 years of customer service experience.
• Business and accounting knowledge.
• Successfully complete all educational/certification requirements for this position. Loma 280/281 & 290/291 courses must be completed within first two years of employment.

Benefits

For your Health...

• Medical, Dental, and Vision Insurance
• Employer-Paid Basic Life Insurance/AD&D
• Voluntary Employee-Paid Life Insurance/AD&D
• Employer-Paid Short Term and Long Term Disability
• Employee Assistance Program
• Wellness Program

For your Wealth...

• HSA and FSA Options
• 401k Retirement Plan with Company Match
• Cell Phone Discount Plans

Full Job Description

Are you looking to get a fresh start as a Licensing & Commission Specialist?

What we provide to you as a full-time teammate:

We offer a competitive benefits package that is on par with most of the leading healthcare organizations. Apply today if you are interested in getting your name in the mix!

Responsibilities:

• Review all new contracting packets received via Email, SuranceBay or Sircon PX daily and validate systems are updated properly for Producers and agencies.
• Verify all documents are in good order, if not request what is needed via email from the agency that submitted the new contracting.
• Create new agent and/or agency record in SIRCON system.
• Ensure contact information and agreement are keyed accurately in Sircon and the background is requested.
• Support all New Business requests for appointment activities and follow up on outstanding requirements.
• Review and Process hierarchy changes and transfer requests.
• Review and Process Principal or Agency change ensuring that we received all relevant documents.
• Process Producer termination requests either manually or through the Bulk termination program via Sircon PX.
• Provide support for Producer phone calls and queries as well as any online chat opportunities.
• Support the review and follow up on both regular mail as well as e-mail requests.
• Provide support for daily and monthly commission activities and assist in the collection process on outstanding debit balances.

Supervisory Responsibilities: This position has no supervisory responsibilities.

Expectations of Performance: The employee in this role shall be considered to be performing in an acceptable manner when carrying out the Core Values:

• Detail Oriented
• Self Starter
• Driven
• Passionate
• Hard Worker

Education and/or Experience:

• HS Diploma/GED
• Life Insurance and Annuity Experience
• 3 years of customer service experience.
• Business and accounting knowledge.
• Successfully complete all educational/certification requirements for this position. Loma 280/281 & 290/291 courses must be completed within first two years of employment.

Computer Skills: To perform this job successfully, an individual should have knowledge of basic office equipment such as: "EMR '' (electronic medical record system) NextGen, computer, internet, email, copy and fax machines, and telephone.

Physical and Emotional Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel and talk or hear. The employee must occasionally lift and/or move up to 25 pounds.

Work Environment: This position is fully onsite, remote/hybrid is not offered at this time.

Job Type: Full-time (ONSITE)

Pay: $45,760.00-52,000/Annually

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• M-F, 7:30am-4:30pm

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