PHP is a life insurance field marketing organization, founded in 2009 (https://www.phpagency.com). Our CEO is entrepreneur Patrick Bet David. PHP partners with leading insurance and annuity carriers to offer a comprehensive basket of insurance products to a diverse client base. PHP provides a part-time or fulltime opportunities to individuals pursuing careers as life insurance agent. PHP passionately serves people through a field sales force comprised of thousands of licensed agents deployed nationwide in offices they independently own and operate.

Job Summary

This position offers a pivotal role in overseeing and executing licensing activities within our organization. The role requires bilingual proficiency, with responsibilities encompassing the coordination of licensing agreements in both languages, ensuring adherence to legal stipulations, and upkeeping precise licensing records. The role involves collaboration with internal departments, external associates, and legal advisors to streamline the licensing process. Bilingual skills are essential for efficient communication and facilitation in this role.

Primary Responsibilities:

• Collaborate with peers and team members to ensure optimal workflows.

• Look for ways to eliminate inefficiencies and backlogs.

• Recommend and assist in implementing process improvements.

• Conduct random quality review of work and phone calls (if applicable) to ensure adherence to company policy and procedures and to ensure quality and accuracy of associates’ work.

• Resolve complex issues and handle escalated situations and calls.

• Prepare daily, monthly, quarterly, annual reports (as required) to monitor productivity, accuracy, and trends. Take corrective actions as necessary based upon results.

• May take the lead on Projects as assigned.

Primary Skills & Requirements:

• Previous experience in life insurance industry preferred.

• Familiarity with NIPR and State Department of Insurance Websites preferred.

• Ability to trouble shoot, problem solve and follow-up effectively.

• Strong research, analytical skills, and proficiency with math

• Strick attention to detail and accuracy

• Proficient in Microsoft Word and Excel

• Good time management skills

• Understands how to work effectively with salespersons (new and experienced) and strong personalities.

• Bilingual Preferred: Fluency in both English and Spanish.