worldinsurance

Licensing Analyst

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Key Requirements

Domain Knowledge

  • Finance
  • Insurance
  • Regulatory

Requirements

Familiarity with RegEd or similar licensing systems is a plus.

Responsibilities

The Licensing Assistant supports the Licensing team by maintaining accurate records, assisting with onboarding and compliance activities, and providing day-to-day administrative and operational support.

This role analyzes licensing data, prepares leadership reporting and dashboards, and follows up on required actions as applicable.

Prepare and deliver dashboards to include:

Configure and prepare reports as requested

Isolate reports by entity

Create reports and monitor progress of goals

About the Company

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.

Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

Send welcome communications to new employees confirming active licenses and authorization to sell, service, and solicit in applicable states.

Provide RegEd support, including password resets and pass/fail report monitoring with appropriate follow-up.

Support licensing-related projects, new procedures, and improvements to team processes.