Licensing Success Coordinator

 Who We Are: 

RegEd is the market-leading provider of RegTech enterprise solutions with relationships with hundreds of enterprise clients, including 80% of the top 25 financial services firms.  

Established in 2000 by former regulators, the company is recognized for continuous regulatory technology innovation with solutions hallmarked by workflow-directed processes, data integration, regulatory intelligence, automated validations, business process automation and compliance dashboards. The aggregate drives the highest levels of operational efficiency and enables our clients to cost-effectively comply with regulations and continuously mitigate risk. 

Trusted by the nation’s top financial services firms, RegEd’s proven, holistic approach to RegTech meets firms where they are on the compliance and risk management continuum, scaling as their needs evolve and amplifying the value proposition delivered to clients. 

Life at RegEd: 

We are an innovative, fast-paced company that embraces diversity. Our hybrid environment blends an entrepreneurial culture with the right balance of structure and process.  We empower and trust our employees.  Most RegEders work remotely or from our Headquarters in Morrisville, North Carolina.  Learn more about #LifeAtRegEd on our LinkedIn page! 

RegEd is committed to cultivating an environment of inclusivity and belonging.  We welcome and value the contributions and perspectives that you bring from your unique background.   

We encourage you to apply even if you may not meet every qualification.   

Five Reasons to Work with Us:  

1. Diverse & friendly culture 
2. Fast paced growing company  
3. Work with a leader in financial services industry  
4. A company that cares with community service efforts 
5. Supportive & flexible remote or hybrid environment  
     

What You Will Be Doing:  

The Licensing Success Coordinator takes ownership of their assigned accounts.  They are responsible for client escalations, training, reporting, data audits, monitoring of SLAs and workflows for other outsourcing functional divisions that process paper and electronic transactions. These transactions are comprised of initial license and renewal transactions, appointment transactions, license amendments, and other administrative functions.  The Licensing Success Coordinator is responsible for the overall client satisfaction and regulatory compliance of their assigned client accounts.

The Licensing Success Coordinator will take an active role in their client’s stakeholder calls by implementing and leading scheduled calls.  The Licensing Success Coordinator will also be responsible for overseeing large projects for their client,and ensuring successful implementation of new services and workflows.  The License Success Coordinator will also take ownership of any tasks related to the implementation of a new task or client relationship.  

The Licensing Success Coordinator works closely with RLS Management, RLS Quality Control, RLS Processing Teams, Regulatory, Customer Success, and Relationship Management staff to set and meet client expectations.

Responsibilities: 

• Maintains quality assurance and control reporting services for top tier clients 
• Prepares and submits licensing and regulatory filings and reports 
• Corresponds with clients and state departments of insurance regarding licensing issues, questions and requirements 
• Collaborates with other internal departments, teams and individuals on all licensing and registration matters
• Updates and maintains licensee records using internal and external systems and applications 
• Assists management in implementing determined process workflows, controls or changes that will improve client satisfaction and ensure high processing accuracy 
• Responds to written and telephone inquiries from licensees, clients, and state departments on insurance 
• Coordinates and manages large client projects
• Apprises stakeholders of all updates 
• Monitors daily processing input/output, monitors accuracy of processing teams and assists in managing training initiatives where training is required 
• Coordinates complex or escalated cases and resolves problems while seeking process improvement opportunities and operational excellence 
• Works closely with Relationship management staff to meet client expectations; manages to client SLAs
• Understands and applies complex regulatory rules and requirements 
• Liaises with the Regulatory Affairs department to ensure that all processes conform to state and federal regulations
• Interfaces with client contacts to assist in the implementation of new clients with RLS Services 
• Provides sales assistance in creating sales decks or support for pricing new RLS sales opportunities 

Must Have:  

• Ability to work with frequent and multiple policy, procedure, and regulation changes 
• Research and data gathering abilities 
• Ability to train and mentor employees 
• Investigate and critical thinking skills necessary
• Demonstrated ability to collaborate with teams within an organization
• Detail-oriented with strong client/customer facing, organization, and prioritization skills
• Strong commitment to exceptional customer service and quality required

Nice To Have:  

• Previous Financial Services experience 
• Prior Licensing Experience 

The Perks:  

• Fantastic and comprehensive medical, dental and vision plans 
• Life Insurance, Short-Term Disability and Long-Term Disability plans  
• Volunteering Time Off and Flexible Schedules 
• 401(k) plan 
• Incredible career growth opportunities 
• Performance bonuses 
   

If you are interested in joining a market leader and innovator poised for exponential new business growth in the coming years, please apply. It’s a great time to join the RegEd Team!  

The compensation range for this position is $40,000-$60,000.  RegEd's compensation package is based on each candidate's unique skills, qualifications and experience.  Where an employee or prospective employee is paid within this range will depend on the employee’s/applicant’s background, pertinent experience and qualifications.  The total compensation package also includes our comprehensive benefits package, vacation time, sick time, volunteer time and parental leave. 

If you need assistance or accommodation due to a disability, please email us at hr@RegEd.com.  This information will be treated as confidential and will only be used for the purpose of determining appropriate accommodation for the interview process. 

Applicants must be authorized to work in the U.S.    

Employees must perform all the essential functions/responsibilities with or without accommodation for classification in this position.  

At RegEd, we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, veteran status, and basis of disability or any other federal, state, or local protected class.  RegEd is proud to be an Equal Opportunity Workplace.