Activation Specialist

Key Responsibilities

• Core Activation Lead end-to-end activation for external producers selling company products: entering producer information into all systems, completing compliance reviews, ensuring Producer Agreements are completed on time, and distributing credentials for system access.
• Serve as the escalation point for complex producer onboarding, activation, licensing, and appointment matters.
• Lead producer appointment and affiliation processes with state Departments of Insurance, ensuring compliance with state-specific requirements.
• Support policy transfers between agencies, commission-related processes, and resolution of complex activation issues.
• Lead and continuously improve the in-house licensing program, including entity Secretary of State filings, producer licensing, adjuster licensing, and ongoing license compliance monitoring.

Process & Team Support

• Create, maintain, and continuously improve SOPs, process guides, training materials, and knowledge base content for activation and licensing workflows.
• Audit activation-related operational processes and automated workflows for accuracy, consistency, and effectiveness.
• Identify opportunities for process improvements, automation, and operational efficiencies within activation and licensing functions.
• Serve as subject matter expert and mentor for team members on activation, licensing, and appointment best practices.
• Lead special projects and strategic initiatives as assigned by leadership.

Required Qualifications

• Bachelor's degree or equivalent professional experience.
• 5+ years of experience in insurance compliance, licensing, producer onboarding, operations, account management, or a related field.
• Active Property & Casualty Producer License in home state and willingness to obtain additional state licenses as required.
• Strong knowledge of commercial insurance operations, producer licensing, appointments, regulatory compliance, and insurance industry requirements.
• Experience managing multiple compliance-related programs and initiatives simultaneously.
• Strong analytical, problem-solving, and decision-making skills.
• Advanced organizational and time-management skills with the ability to prioritize competing demands.
• Strong interpersonal and communication skills with the ability to collaborate across multiple departments and external partners.
• Expertise with Microsoft Office products, particularly Excel, SharePoint, and Power Automate.
• Experience creating and maintaining SOPs, process documentation, training materials, and operational controls.

Preferred Qualifications

• CISR, CIC, CPCU, ARM, or similar insurance designations.
• Salesforce experience.
• Insurtech experience.
• Experience supporting carrier audits, regulatory reviews, or compliance monitoring programs.
• Experience with workflow automation and process improvement initiatives.
• Experience maintaining centralized knowledge bases and documentation repositories.
• Experience with Jira, Confluence, or similar project and knowledge management platforms.
• Prior experience mentoring, training, or onboarding team members.