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Internal Application: OnBoarding Specialist

Operations | Middletown, CT | Full Time

Job Description

Experienced Insurance Industry - OnBoarding Specialist

Full-Time, Non-Exempt

Monday - Friday 8:30 a.m. - 5:00 p.m.

About Us

Futurity First is a nationwide insurance distribution organization that has a diverse and powerful combination of programs to support its insurance and financial advisors. Futurity First provides its advisors with innovative prospecting programs, a broad product portfolio, sales and new business support, innovative training opportunities and a powerful compensation, employee benefit and recognition program. With more than 20 regional and branch offices in major markets across the United States, our community-based advisors are empowered to build long-term relationships with their clients. We specialize in the middle income and mass affluent retirement and pre-retirement market, with a focus on income protection, asset protection, legacy planning and senior health care planning. Founded in 2008, Futurity became part of the Senior Market Sales family of companies in 2015.

The Companies We Represent

We partner with well-respected leaders in the insurance and financial services industry, to offer “best-in-class” products and services. These companies include Prudential, Lincoln Financial, John Hancock, Mutual of Omaha, American Equity, UnitedHealthcare, and many other carriers. Each carrier in our portfolio has been selected after a thorough review process. All carriers are actively managed and reviewed to make certain they maintain their financial strength and ratings and maintain the compensation, service and support that our agents expect.
 

Responsibilities

The OnBoarding Specialist is responsible for performing the program administration process for field advisors to support the needs of our expanding field network. 

Advisor Program Administration:

  • Coordinates all aspects of the 1099 advisor and Field Management onboarding process including initial set-up, coordination through the various stages including background checks and coordination with commissions department on contract terms, contract changes and contract terminations.This includes tracking recruits through the designated programs, such as JobScore and FastStart.

  • Trains and advises Office Managers, Managing Directors, Associate Managing Directors and other field and home office support team members with the processes and procedures.

  • Maintains recruiting portal(s) as well as other records, reports and logs pertaining to advisor applicant flow procedures.

  • Compiles reports as needed.

  • Communication with branch management and home office will be a frequent task to make sure all items are completed and tracked.

  • Dedication to obtaining the quickest possible approval for advisors through the process.

  • Interface with the appropriate internal and external parties for registered rep appointments with the designated broker dealer.

Contracting & Appointment Processing Functions:

  • Assist with the contracting and appointment processing functions including submitting all required agent completed contracting paperwork to the carriers of our platform along with process follow up’s and confirmations.

  • Confirmation of in good order state licensing, carrier appointment, state training course completion, carrier course completion, suitability training course completion are all under the Contracting & Appointment Processor team duties.

  • Follow up regularly with carriers to check on the status of pending applications and confirm that all required materials have been received and are being reviewed.

Qualifications

  • Bachelor’s degree preferred.

  • 1 - 2+ years of general insurance and/or contracting & appointment processing in an agency and/or carrier setting with life and annuity carriers/products.

  • 2+ years of customer service experience.

  • Proficient with Word, Excel, Power Point and Outlook.

  • Strong verbal and written proficiencies of the English language is required and bilingual (Spanish and English) preferred

 

Normal office conditions.