Associate Specialist Licensing

Responsibilities

• Train and mentor department staff on licensing processes, systems, and work items.
• Manage and coordinate workflows across assigned licensing functions, including TPA, MGA, and reinsurance licensing activities.
• Monitor and optimize daily licensing operations to ensure efficiency, accuracy, and adherence to established procedures.
• Serve as the primary liaison between the Licensing team, agency partners, and licensed employees.
• Maintain strict confidentiality and safeguard sensitive information in accordance with company standards and regulatory requirements.
• Support both individual and entity licensing processes, ensuring timely and compliant execution.
• Oversee and contribute to reporting and auditing activities to ensure licensing records are accurate, complete, and compliant.
• Assist with licensing-related components of mergers and acquisitions, including post-close integration activities.
• Provide comprehensive support to agents and carriers through clear, professional written and verbal communication.
• Maintain organized and up-to-date regulatory documentation in alignment with team standards and timelines.
• Contribute to the development, enhancement, and implementation of licensing processes to ensure compliance with state regulations and industry guidelines.
• Analyze and resolve complex or non-routine licensing issues, escalating as appropriate.

Requirements

• Bachelor’s Degree or higher is preferred in Business Administration, Operations, Legal, Accounting, or related fields - or recognized equivalent in education and experience, required.
• Minimum of two years of experience supporting licensing functions within a regulated industry is required, with a preference for insurance or financial services experience.
• At least three years of experience in a customer service role and/or administrative role is required.
• Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point).
• Proven experience with ServiceNow, Monday.com, and Power BI preferred.
• Familiarity with automation technologies is a plus.

Why Join Us

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.