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IM
Integrity Marketing Group
Licensing Coordinator I
Entry-Level JobVerifiedNo experience needed
Career Insights for Brokerage Clerk
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Scorecard
Based on Ohio data
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What they do
A Brokerage Clerk works on behalf of clients at a stock exchange. Delivers orders to securities brokers, checks final orders and keeps a record of transactions; delivers securities, distributes dividends and provides tax calculations for clients.
$84,509 / year median in Ohio
-2% projected decline
Job Description
Primary Responsibilities:
- Processes contracts and licensing for agent appointments with carriers in a timely manner with accuracy.
- Compiles and verifies the accuracy of data to be entered.
- Takes necessary action to ensure the data submitted is complete, correct, and accurate.
- Records work completed, transmits entered information into database, and files or routes documents after entry.
- Provides knowledgeable customer service by responding to customer inquiries regarding the status of submitted documents, as well as resolving questions, inconsistencies, or missing data from documents they submit.
- Follows proper processes and procedures to ensure timely document turnaround and follow up
- Processes updates, changes, and/or additions to contracts, licenses for agent appointments, licensing forms from carriers in system, and commission schedules for and from carriers in system.
- New carrier and new agent onboarding
- Special projects (such as software testing and implementation) may be assigned.
- Perform other duties as assigned.
Primary Skills and Requirements:
- High school diploma or general education degree (GED); prior experience preferred but not required.
- 0-2 years of relevant experience
- Communicates effectively in person, by phone, and in writing, demonstrating strong oral and written skills.
- Applies reasoning and common sense to follow written and verbal instructions accurately.
- Proficient in basic computer navigation and commonly used applications such as email, word processing, spreadsheets, the internet, and Adobe software.
- Manages multiple tasks efficiently in a fast-paced environment, with strong planning and organizational abilities.
- Adapts to changing business operations and works well both independently and as part of a team.
Benefits
- Dental Insurance