Licensing Assistant Administrator

At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. 

Neilson is a leading provider of innovative, simple and great-value direct life insurance products. You may have come across some of our brands such as Cover Direct and Seniors Choice.

We have evolved from our origins in the UK, where the business was launched in 2012, to become an award-winning international operation and leader in the global life insurance market. Today, we have offices in the USA, Canada, Ireland, and Australia in addition to our UK operations based in Windsor, Ashford and Hull. 

The Licensing Assistant Administrator is responsible for supporting our Licensing Manager with the administration of sales advisor applications for Life and Accident and Sickness Insurance licenses and Errors and Omissions Insurance. This responsibility extends to managing renewals of these licenses and reconciliation of monthly licensing corporate expenses.

The Licensing Assistant will have excellent organizational and communication skills, working collaboratively with internal sales advisors and our external insurer partners to ensure the application process is handled efficiently. The role entails handling confidential information, and therefore the Licensing Assistant must demonstrate the highest degree of integrity.

Duties & Responsibility

• Onboarding Support: Positively welcome new Sales Advisors to the business, creating a great first impression of Neilson.
• Licensing Administration: Participate in the onboarding of Sales Advisors by requesting information required for their licensing applications and providing practical support with electronic and paper-based application processes.
• Insurance Coordination: Help Advisors secure Errors and Omissions Insurance and assist with annual renewal applications.
• Renewal Management: Assist with license and insurance renewal notifications and support renewal applications.
• Record Maintenance: Update the SSRS system, tracking sheets, and Advisor folders to ensure a complete and accurate audit trail of licenses and insurance.
• Expense Reconciliation: Monthly reconciliation of corporate credit card expenses.
• Refund Processing: Process advisor refunds for expenses incurred by completing the expense report.
• Offboarding Support: Offboard Sales Advisors when they resign or are let go from Neilson.
   

Attributes

• Organizational Skills: Excellent organizational skills with the ability to prioritize workload to achieve results.
• Relationship Building: Ability to develop and maintain positive relationships with multiple stakeholders.
• Detail-Oriented: A diligent and detail-oriented individual who takes pride in their performance.
• Proactive and Flexible: A proactive self-starter who is flexible and solution driven.
• Team Player: Strong desire to help others achieve within a team environment.
• Adaptability: A high degree of adaptability and ability to embrace change.
• Confidentiality: Capability to deal with confidential information tactfully and with discretion.

Skills, Knowledge & Experience 

• Minimum of 2 years’ experience within a business administration function. Previous insurance licensing experience is desired but not essential.
• Proven ability to interact and communicate effectively over the telephone and face-to-face in a clear and professional manner.
• Ability to work well under pressure and meet deadlines.
• Skilled PC and Microsoft Office user.
• Accuracy and attention to detail are required.
   

If you are passionate about making a difference, you thrive in a fast paced and entrepreneurial environment and you want to be a part of a high performing team, we would love to hear from you!

Accessibility for Job Applicants:

We strive to make our job application process accessible to all individuals, including those with disabilities. If you require accommodation at any stage of the application, interview, or selection process, please contact our Human Resources department. Our team will work with you to provide suitable accommodations to ensure your participation.

Equal Opportunity Employer:

Neilson Financial Services is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds and abilities. Our commitment to diversity and inclusion is fundamental to our company culture.