Senior Licensing Specialist

This is a fully remote position, open to applicants in Nebraska.

📋 Description

• Deliver exceptional customer service while effectively addressing complaints and errors.

• Cultivate strong relationships with Sales Representatives, Regional Admins, Recruiting Sales Managers, and Regional Directors.

• Receive, assess, and direct inquiries appropriately.

• Clarify contractual terms, federal laws, state regulations, and company policies.

• Oversee intricate contracting and appointment cases for producers, partner firms, and distribution entities.

• Coordinate with Distribution Leadership, Compliance, Operations, and partner firms.

• Draft, review, and interpret contracts, amendments, and addenda.

• Spearhead due diligence for new distribution partners.

• Manage producer licensing, appointments, and renewals across all states and distribution channels.

• Provide regulatory guidance to Sales Management, Legal, and Compliance teams.

• Develop and sustain workflows, checklists, and quality-control processes.

• Act as the internal expert for the contracting and licensing platform.

• Drive process improvement and automation initiatives.

• Conduct audits to ensure regulatory compliance and data accuracy.

• Provide advice on contracting policies, SLAs, and best practices.

• Mentor and train junior staff members.

• Monitor and report on metrics such as cycle time, backlog, error rates, and compliance status.

• Assist with onboarding automation, system integrations, expansion into additional states, and new partner onboarding.

⛳️ Requirements

• Bachelor’s degree in Business, Finance, or a related field, or equivalent experience.

• Over 3 years of progressive experience in contracting, licensing, or distribution operations within the life insurance or financial services sector.

• Experience supporting multi-channel environments, including career, independent, or IMO/BGA relationships.

• Proficient in interpreting state licensing regulations, appointment rules, and compliance requirements.

• Capability to enhance processes and execute workflow or system improvements.

• Advanced skills in Microsoft Office.

• Familiarity with contracting and licensing systems such as SuranceBay, AgentSync, or Vertafore.

• Strong communication and collaboration abilities with a talent for influencing across teams and departments.

• High attention to detail and sound judgment.

• Capacity to manage sensitive and confidential information.

• Successful completion of criminal background, credit, fingerprint, drug-screen, and reference checks when required.

🏝️ Benefits

• Health insurance

• Dental insurance

• Vision insurance

• 401(k)

• Life insurance

• Opportunities for growth, leadership, and service

• Equal opportunity in recruitment, employment and promotion, training, and community outreach