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Insurance Client Licensing Representative

  • Anytown
  • R-94722
  • Compliance Staff
  • Full Time
  • Added

The Client Licensing Representative (CLR) acts as an internal and external liaison for in-house licensing services offered to clients, telemarketing vendors, and Assurant licensed employees.  The CLR works primarily with the business units, Accounts Executives, clients, legal department and internal operational areas to mitigate risks for the company and its clients by monitoring and insuring compliance with state licensing laws and regulations.

CLRs are assigned to specific business units and clients.  The CLR coordinates with the departments processing, data and audit support teams to assist in corporate and client risk mitigation.  This is achieved by ensuring clients obtain and maintain the proper licenses and appointments with the appropriate Assurant underwriting companies for products being sold, performing audits, and keeping abreast of state licensing laws and regulations for each U.S. jurisdiction and advising clients of changes affecting their business. This role creates and assigns work to all licensing units, documents and solves problems, and streamlines functions. The CLR position is intended to progress based upon level of knowledge, ability to resolve complex licensing issues, and eventually serving as a resource and mentor to newer CLRs.

*This is a remote role*

Primary Job Responsibilities

25% - Client Relationships

  • Maintains relationships with clients to ensure efficiency and effectiveness in the licensing process.

  • Manages client implementations for the licensing department by coordinating with the client, the business, and other support and operational areas.

  • Builds and maintains a positive relationship with key client contacts. 

  • Enhances communication process for keeping clients and business unit apprised of licensing regulatory and compliance issues.

  • Responsible for client presentations, conference calls, and meetings.  Recaps all verbal conversations involving due dates, changes in processes or deliverables in writing.  All documentation is saved electronically.

  • Ensures that invoices sent to clients are accurate, and that open aged receivables are addressed and resolved.

20% - Research licensing regulations and requirements

  • Researches and resolves licensing questions and problems.  Resources used are senior CLRs, the licensing system, state websites, individuals at the departments of insurance, and on-line subscription services.

  • Works with senior CLRs to develop and maintain supporting materials that can be used by others in the department.

  • Troubleshoots issues through to completion with minimal guidance, on behalf of assigned business units and clients.

20% - Manages compliance for client licensing

  • Manages integrity of client licensing data for compliance purposes by monitoring and evaluating client’s corporate and individual licensing status on a regular basis. 

  • Provides client and management with licensing compliance reports.

  • Audits each client no less than annually to ensure compliance.

  • Works with senior CLRs to complete projects as assigned.


15% - Research regulatory changes

  • Research changes in licensing rules and regulations and analyses impact on licensed clients. 

  • Drafts communication to clients and business unit to inform them of regulatory changes that impact their business. 

  • Uses existing report templates to create client status reports on license and appointment progress for the business entity and the individuals.


10% - Analyzes licensing requirements for client guidance

  • Analyzes and evaluates information and state requirements specific to each of the 51 US jurisdictions for development of licensing requirements documents. 

  • Works with the AE, the business unit, and other departments within Assurant to obtain information necessary to develop the licensing strategy specific to each client, based on Assurant product(s), compensation, sales methods, and claims adjudication.  

  • Works with senior licensing staff to research, prepare and distribute customized written licensing requirements documents for each client based on product, filing status, compensation, sales method, claims adjudication and state laws and regulations specific to each of the 51 US jurisdictions.

10% - Maintains data in the licensing system

  • Responsible for the proper set-up of client, branch locations and contract information in the licensing system. 

  • Responsible for set-up of licensing fee structure in licensing system. Ensures this information remains up to date to facilitate accurate allocation of licensing expenses to the business units.

  • Coordinates and completes tasks associated with execution of the client’s corporate and individual licensing strategy.

Basic Qualifications

  • High school diploma or equivalent

  • 2 years of operations and / or customer service experience

  • Ability to work independently, with minimal supervision

  • Ability to adapt procedures, processes and techniques to more complex problems and issues

Preferred Qualifications

  • Bachelor’s degree

  • Insurance industry experience

  • Ability to clearly articulate ideas and concepts, both verbally and written

  • Good presentation skills

  • Detail-oriented with strong organization and prioritization skills

  • Intermediate knowledge of MS Word and Excel

  • Applies advanced problem-solving skills

Assurant is a global provider of lifestyle and housing solutions that help leading brands grow revenue, manage risk and deliver a great experience for their customers. We protect, connect, and support over 300 million consumers worldwide, helping people get more value from their connected devices, vehicles, and homes. Assurant is a proud member of the Fortune 300, with decades of experience in the industries we serve.

For more information, please visit https://www.assurant.com/

Assurant is committed to providing a competitive rewards package which goes beyond the value of your paycheck. We offer an array of market-competitive benefits and resources to support your physical, emotional, financial, and social wellbeing goals. These include programs to help you invest in your financial future such as savings programs, as well as competitive health and wellbeing benefits to support you and your family.

Health Coverage Starting Day One: We offer competitive health and wellbeing benefits to support you and your family. You can choose from a range of health and dental plan options, as well as health plan accounts.

Disability and Life Insurance: We provide short- and long-term disability insurance, life and accidental death and dismemberment insurance.

Retirement: Assurant offers retirement savings plans globally. U.S. based employees are offered a 401(k) plan in which Assurant matches 100% of every dollar contributed, up to 6 percent of eligible pay.

Employee Stock Purchase Plan: Assurant’s Employee Stock Purchase Plan (ESPP) allows employees to purchase shares of Assurant, Inc. stock at a 10 percent discount with funds contributed through after-tax payroll deductions.

Career Development: Assurant offers a variety of internal courses, workshops, special projects, coaching and mentoring programs. Tuition reimbursement and other professional enrichment opportunities are also available to encourage continuous learning.

Work-Life Balance: We strive to provide a work environment that encourages work/life balance. Options depend on job responsibilities and may include flexible work schedules, telework, paid time off and part-time employment.

Equal Opportunity Statement
Assurant is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity or any other category protected by federal, state or local law.


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