Job Information
U-Haul Agent Licensing Specialist in Phoenix, Arizona
Location:
2721 N Central Ave, Phoenix, Arizona 85036 United States of America
Company: Oxford Life Insurance Company was founded in 1965 and is a member of U-Haul Holding Company, a publicly traded financial holding network. U-Haul Holding Company's other significant holdings include U-Haul International and Republic Western Insurance Company. Our fast-paced, growing company is seeking eager, qualified, customer-centric individuals to join our team in Phoenix, AZ.
Note: Oxford shares business services, including recruiting and HR, with U-Haul Corporation.
Job Title: Oxford Life Ins. (a U-Haul affiliated company)-Agent Licensing & Contracting Processor
Job Overview: See Responsibilities and Duties below. As part of a close-knit team, the person in this position will interact closely with other team members, colleagues in other departments, and external insurance agencies in order to provide ensure timely and accurate service to the agents that write business with our company.
Responsibilities and Duties: This list is not exhaustive and may be supplemented as necessary.
Review agent contracts for pending requirements, follow up on pending items, pull license information, request and follow up on background reports and move the contract to the next step once all requirements are met.
Assist with agent requests such as bank changes, explanation of commission payments, update contact information, and other miscellaneous requests.
Set up agent hierarchy and pay structure with accuracy.
Handle incoming and outgoing calls (minimal).
Assist with Instant Messages from agents and internal emails.
Compose outgoing emails/letters.
Assist with research projects and data analysis when requested.
Able to learn by peer and hands-on training.
Identify process improvements; always looking for a better way to do things.
Reliable attendance is essential.
Qualifications:
High school diploma / GED
Must be able to work in a paperless environment using a workflow tool
Provide quick responses to agents and coworkers
Excellent written and oral communication skills
Detail oriented and good organization skills
Must have experience with MS Word, Excel and PowerPoint
Strong work ethic
Dependable attendance
Preferred:
Insurance and/or financial service industry related experience a plus
Basic knowledge of agent/agency management concepts such as Anti Money Laundering, Errors & Omissions Insurance, NAIC Annuity Training, etc.
Oxford Offers:
Full Medical coverage
Prescription plans
Dental & Vision Plans
New indoor fitness gym
Gym Reimbursement Program
Registered Dietitian Program
Weight Watchers
Onsite medical clinic for you and your family
Career stability
Opportunities for advancement
Valuable on-the-job training
Tuition reimbursement program
Free online courses for personal and professional development at U-Haul University®
Business and travel insurance
You Matter Employee Assistance Program
Paid holidays, vacation, and sick days
Employee Stock Ownership Plan (ESOP)
401(k) Savings Plan
Life insurance
Critical Illness/Group Accident
24-hour physician available for kids
Subsidized gym/ membership
MetLaw Legal program
MetLife auto and home insurance
Mindset App Program
Discounts on cell phone plans, hotels, and more
LifeLock identity Theft
Savvy consumer wellness programs- from health care tips to financial wellness
Dave Ramsey’s SmartDollar Program
U-Haul federal credit union
Wellness Program
U-Haul Holding Company, and its family of companies including U-Haul International, Inc. (“U-Haul”), continually strives to create a culture of health and wellness. Consistent with applicable state law, U-Haul will not hire or re-hire individuals who use nicotine products. The states in which U-Haul will decline to hire nicotine users are: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia, and Washington. U-Haul has observed this hiring practice since February 1, 2020 as part of our commitment to a healthy work environment for our team.
U-Haul is an equal opportunity employer. All applicants for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.
Since 1945, U-Haul has been serving do-it-yourself movers and their households. Like many other successful ventures, the concept for U-Haul was generated out of need. After World War II, there existed the widespread need for do-it-yourself moving equipment that would be available on a one-way, nationwide basis. U-Haul co-founders L.S. "Sam" Shoen and his wife, Anna Mary Carty Shoen, recognized that need and acted upon it. Their visionary approach spread the cost of ownership among many users, facilitating the mobility of the populations of the U.S. and Canada. The covered wagon of the pioneers morphed into orange U-Haul trailers. In the process, an industry was born.