Perform all duties outlined under the Sr. Licensing Technician position with the additional responsibility of processing complex contracting packets for both agent and agency appointmentsProcess changes to payment information for agents and organizationsPractice NF Due Diligence process with special attention to communicating NIGO issuesAssist with email and phone inquiries about more complex AIMS setupsReview prospective Financial Professional background informationApprove producer appointments or gather additional information about the producer’s background for additional review based on internal guidelinesActively participate in corporate initiatives and within Associate Resource Groups to improve associate engagement within the enterpriseMember of the Licensing Link-Up Committee

Review and process appointments using AIMS database and Salesforce software for prospective Financial Professionals in an accurate and timely mannerReview, analyze, and interpret licensing laws and regulationsImplement new requirements based on changes in laws or company policiesMaintain and update regulatory information for Financial Professionals in Nationwide databasesReceive incoming calls and emails from internal and external customers, advise and educate customers on licensing requirements and registration processesParticipate in quarterly and yearly upskilling opportunities to expand on current knowledge

Review and process appointments, maintenance, and Salesforce requests for prospective Financial Professionals in an accurate and timely mannerReview, analyze, and interpret licensing laws and regulationsImplement new requirements based on changes in laws or company policiesMaintain and update regulatory information for Financial Professionals in Nationwide databasesEasily adapted to a shift supporting the Harleysville Licensing Project. Helped ensure that the licensing for 2248 Producers and 1,036 Agencies was updated in our system to be sure everything was compliant with the state within the set amount of time designated for this project.

Review spreadsheets of orders for accuracy and correct errorsInput orders and prescription into the data base and process the orders from placed to deliveredMaintain and update files as necessaryMaintain excellent customer relationships for quality Warby Parker experiencesOrder processing and maintain communication with retail team and customersReach out to doctors’ office to ensure correction of prescriptionsReceive inbound calls about orders and prescriptions and input the conversation into the database

Coded and processed weekly job reports using ExcelOrganized 80+ Company MastercardsManaged weekly fuel statements and reconciled monthly statementsCoordinated multi-office billing statementsProcessed employee applicationsManaged recruitment sites and accountsAssisted accounts receivableInvestigated credit card fraud claims

Maintained Wyndham brand standards and programsSupervised all duties performed by Front Office employeesCoached and counseled employees using proper techniquesResolved guest complaints and escalations while providing excellent customer serviceMade bank deposits daily and reconciled hotel bank deposits to align with property management systemTrained 5-10 new front desk agents per seasonResponded to billing concerns, investigated claims, and made adjustments as necessaryFollowed specified procedures to audit the shift closing of all front office staff, including shift three audit summary for all shifts