Coordination of Licensing Compliance: Under the direction of the supervisor, responsible for ensuring that all sales associate licenses remain current with required state agencies.  This includes but is not limited to: Work with field office administration and agents to receive proper record/documentation of continuing education credits.                                     Audit rosters after each renewal period and work with field to ensure non-renewed licensees are either renewed or disassociated in a timely manner Communicate regularly with field personnel regarding missing paperwork and other licensing issues

 

Database Management:  Responsible for maintaining company database for Sales Associates (Trident).  This includes but is not limited to: Entering all new sales associates into Trident Process all onboarding paperwork for sales associates and ensure that files are complete and uploaded to online file management system (OnBase) Process all updates for existing Sales Associates in Trident (i.e. updating commission splits, office changes, etc.) Process all disassociations of Sales Associates within company standard timelines Willingness to learn and embrace new technology is essential.

 

Record Keeping:  Responsible for maintaining sales associates files.  This includes but is not limited to: Uploading new sales associates’ documents, updating files for existing sales associates and disassociations of sales associates. Follow up with administrative staff in local offices to procure any missing paperwork for new or existing Sales Associates.