23 days old

Licensing and Contracting Representative

Guggenheim Life and Annuity Company Holdings
Indianapolis, IN 46201
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  • Job Code
    124361125
Guggenheim Life and Annuity Company Holdings

Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

ID: 2020-1327
Category: Insurance
Position Type: Regular Full-Time


Position Summary

Guggenheim Life and Annuity Company is seeking an exceptional and collaborative Representative to join the Annuity Administration department's Agency unit. In this position, you will review and process agent appointment contracts ensuring incoming paperwork is complete, accurate and entered in a timely manner. This includes updating records with initial and renewal resident or non-resident licenses, documenting and validating required agent training, and maintaining agent records and files.

The role is located in Indianapolis (far north side).

Essential Job Functions

  • Communicates with agents and independent marketing organizations (IMOs) regarding agent appointments and completion of all required documents and licenses.
  • Reviews all contract submissions and associated documents for accuracy, completeness, and agent affiliations.
  • Completes data entry for agent appointments, and initiates background and Vector checks. Forwards all documents to imaging for the agent's file and returns copies to the independent marketing organization (IMOs) or agent for their own records.
  • Works with Contract Administration regarding the activation process for agents submitting new applications and responds to those requests with a sense of urgency.
  • Works with the Marketing department regarding contracting, terminating and transferring agents.
  • Communicates with outside vendors regarding the requirements for agent appointments including state departments of insurance, anti-money laundering providers, errors and omissions coverage providers, product training, and agent background checks (Vector).
  • Maintains accurate records in our administrative system and associated systems including our document management system (On Base).
  • Responds effectively to agents' requests for assistance and information.
  • Serves as back-up to Commission Representative


Preferred Qualifications

  • Associate's degree in business, or equivalent training and experience preferred
  • Two to four years' experience in agency administration, insurance industry administration or call center is desired.
  • Previous experience in an agency administration role requiring knowledge and understanding of complex agent contracts, state licensing and appointments preferred.
  • Strong communication skills
  • Attention to detail
  • Understanding complex agent agreements
  • Proficient computer skills including keyboarding and various software packages such as Microsoft Office applications to include Word, and Excel.
  • Professional designations such as LOMA's Associate Life Management Institute, (ALMI), Associate Customer Service (ACS), and/or Associate Insurance Agency Administration (AIAA) are extremely helpful and encouraged.


In addition, candidates are expected to demonstrate:
  • Professional communication and demeanor
  • Reliability
  • Accountability
  • Quick study
  • Problem solver
  • Detail orientation
  • Excellent organizational skills


Basic Qualifications

  • Minimum 1 year experience working in an administrative role, contact center or office environment


About Us

Guggenheim Life and Annuity Company
Guggenheim Life and Annuity Company, a subsidiary of Guggenheim Partners, provides financial services to institutional and retail customers through fixed annuity products distributed through networks of independent marketing organizations and agents nationwide.
About Guggenheim Partners
Guggenheim Partners is a global investment and advisory firm with three primary businesses: investment management, investment banking, and insurance services. We have a track-record of delivering results through innovative solutions, with professionals based in offices around the world. Our commitment is to advance the strategic interests of our clients and to deliver long-term results with excellence and integrity. You can learn more about our expertise and values by visiting GuggenheimPartners.com and following us on Twitter at twitter.com/guggenheimptnrs.

To succeed in the Guggenheim culture, candidates must be self-starters and strive for results. We are looking for people who operate as business owners, adhere to the highest standards and think creatively to realize opportunities, wherever they may be.

Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. To apply, please visit our website: https://www.guggenheimpartners.com/firm/careers


PI124361125
Posted: 2020-10-02 Expires: 2020-11-03

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Licensing and Contracting Representative

Guggenheim Life and Annuity Company Holdings
Indianapolis, IN 46201

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