Insurance Licensing Specialist

Job Description

Job Description

Essential Duties and Responsibilities:

· Licensing Management: Process license requirements for agents and agencies across multiple states. Track license statuses and ensure all required documentation is accurate and up to date.

 

· Contracting Coordination: Submit and monitor contracting requests with carriers. Ensure proper completion of appointment paperwork and timely carrier onboarding.

 

· Compliance Tracking: Maintain accurate records of all agent licensing, appointments, certifications, and continuing education requirements. Proactively monitor for upcoming expirations and communicate with agents regarding renewal needs.

 

· Data Management: Accurately input and update licensing and contracting information into internal systems and databases. Ensure data integrity and accessibility.

 

· Carrier Communication: Serve as a liaison between the company and insurance carriers regarding licensing and appointment matters. Resolve issues and follow up on pending approvals.

 

· Agent Support: Respond to licensing and contracting inquiries from agents and provide guidance on requirements and procedures.

 

· Document Management: Organize, file, and maintain licensing and contracting documents, both physically and digitally, in a secure and systematic manner.

 

· Administrative Support: Provide administrative assistance to the President as needed, including licensing document preparation, correspondence, and other office support tasks.

 

· Process Improvement: Identify opportunities to streamline and enhance licensing and contracting procedures to improve efficiency and agent experience.

 

· Team Collaboration: Work closely with internal departments including New Business, Commissions, and Compliance to ensure smooth onboarding and contracting workflows.

 

Required Skills/Abilities:

 

• Education: A high school diploma is required. A degree or certificate in accounting, business administration, or a related field is preferred but not mandatory.

 

• Previous Experience: Prior experience in bookkeeping, accounting, or financial administration is advantageous, but entry-level candidates with strong potential will also be considered.

 

• Computer Skills: Proficiency in Microsoft Office 365 (Excel, Word, Outlook) is essential. Familiarity with SharePoint and licensing websites a plus.

 

• Numerical Proficiency: Strong aptitude for numbers and attention to detail to ensure accuracy in licensing records and follow ups.

 

• Organizational Skills: Excellent organizational and time management skills to handle multiple tasks efficiently and meet deadlines.

 

• Communication: Good verbal and written communication skills to interact with team members and external contacts.

 

• Ethics and Integrity: Demonstrated ethical conduct and a commitment to maintaining confidentiality in handling financial information.

 

• Adaptability: Ability to adapt to changing priorities and work effectively in a dynamic and fast-paced environment.

 

Physical Requirements:

 

• Ability to constantly operate computer and other technical equipment.

 

• Ability to sit or stand for extended periods of time while operating computer and conducting phone calls.

 

• Ability to lift and/or move at least ten (10) pounds.

 

• Ability to use hands and fingers to type and operate computer and related equipment.

 

• Specific vision abilities required: seeing close, distance, color, peripheral vision, depth perception and ability to adjust focus.

\nCompany Description

We are a forward-looking organization that helps our partners grow revenue, save time, and to become part of a community of people helping people. We act as the back-office upgrade and as an extension of your team to provide advanced underwriting, robust product offerings, contracts with over 75+ carriers, and innovative technology to help scale your business. Our goal is to help financial advisors and independent insurance agencies to grow business rapidly by focusing on attracting clients, generating revenue, and providing marketing support and networking opportunities to fuel your growth.

Company Description

We are a forward-looking organization that helps our partners grow revenue, save time, and to become part of a community of people helping people. We act as the back-office upgrade and as an extension of your team to provide advanced underwriting, robust product offerings, contracts with over 75+ carriers, and innovative technology to help scale your business. Our goal is to help financial advisors and independent insurance agencies to grow business rapidly by focusing on attracting clients, generating revenue, and providing marketing support and networking opportunities to fuel your growth.