Provide high level customer service support for the assigned Branches and maintain field force Contract, Licensing and Registration records. Function as an information resource and quality control. Under general supervision, enter, update and maintain all records regarding new hire processing, individual licensing and registration needs. Review and process the initial FINRA form U4s, Departments of Insurance License/Appointment applications, Appointment renewals and Contracting updates for candidates. Update and maintain candidate records using external and internal systems and applications. Provide high level of customer service support for the assigned Branches and maintain field force Contract Administration records. Provides guidance to less experienced analysts. Function as information resource and quality control.
Expanded knowledge of SEC, FINRA and State Departments of Insurance rules and regulations. Strong verbal and written skills. Working knowledge of word processing and spreadsheet applications. Expanded knowledge of internal and external systems (LARS, PS, WebCRD, Sircon, etc.). Bachelor's; 4+ years experience
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
As an employer AXA is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. AXA US has been recognized and certified as a great place to work by the Great Place to Work Institute.
We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave AXA. Almost 40% of our open jobs are filled with current employees.
NOTE: AXA participates in the E-Verify program.
In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.