Compliance licensing coordinator

Daniel Sigrist

(***) - *** - **** ******.*******@*****.***

**** ********* **** #***, *********, NC 28262

CAREER OBJECTIVE

Licensing Coordinator with over 6 years of experience in insurance and over 7 years of experience in the licensing field. I am seeking a company where I can use my experience and education to help the company meet and surpass its goals.

PROFESSIONAL EXPERIENCE

MOVEMENT MORTGAGE, Fort Mill, SC June 2018-Present

Licensing Coordinator/Compliance Analyst

Responsible for processing applications, renewals and terminations for registered representatives, agent registrations and licenses in specific states.

Obtained documents, clearances, certificates and approvals from state departments of finance and banking.

Copied, logged and scanned supporting documentation.

Worked directly with mortgage loan originators, market leaders, support analysts to answer their in-depth questions and assist on important projects.

Provided licensing support of onboarding new hires regarding licenses and sponsorships.

CAROLINA’s 1st CHOICE ALLSTATE AGENCY, Charlotte, NC, March 2017 – June 2018

Office Manager

Developed, implemented and monitored new processes and guidelines for the agency.

Promoted agency products to customers in person, on the phone and in writing.

Provided necessary paperwork to maintain new insurance sales and renewals.

Pursued continuing education and training programs to continue professional development.

Promoted client retention through high-quality service and follow through.

Handled all incoming business and client requests for information.

RED VENTURES, Fort Mill, SC, June 2015-August 2016

Licensing Coordinator

Worked directly with clients to obtain 100% licensed and appointed incoming sales teams.

Provided support to sales agents by ordering new resident licenses, non-resident licenses and approved applications for appointments for carriers.

Copied, logged and scanned supporting documentation.

Provided additional support to agents by maintaining their records with all state departments of insurance.

ALLSTATE INSURANCE COMPANY, Charlotte, NC, October 2010-May 2015

Senior Licensing Specialist

Worked directly with clients to 100% licensed and appointed incoming sales teams.

Provided support to sales agents by ordering new resident licenses, non-resident licenses and approved applications for appointments for carriers.

Obtained documents, clearances, certificates and approvals from state departments of insurance.

Scheduled state testing and pre-licensing classes with outside vendors.

Copied, logged and scanned supporting documentation.

Provided additional support to agents by maintaining their records with all state departments of insurance.

ALLSTATE INSURANCE COMPANY, Charlotte, NC, May 2009-October 2010

Customer Service Representative

Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.

Learned, referenced and applied product knowledge information.

Serviced customers for various needs calling in from 26 different states.

Dedicated to continuously improving sales through cross selling products.

ADDITIONAL SKILLS

Direct knowledge of proprietary applications and web based programs

Expert on Google Chrome, Firefox, Internet Explorer, MS Edge

Microsoft Office Products (Office, Excel, Outlook, Powerpoint)

Onboarding

Scheduling

Data analysis

EDUCATION

Bachelor of Arts in History at the University of North Carolina Charlotte

May 2008

Minor in American Studies

CERTIFICATIONS

Licensed in Property, Casualty and Life in North Carolina

Certified Notary Public in North Carolina

ADDITIONAL INFORMATION

Volunteered with Habitat for Humanity and The Soup Kitchen in Winston-Salem, NC

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