Licensing & Contracting Specialist

Licensing & Contracting

Responsibilities

• Onboard & Data Integrity: Onboard new agents to Signal and manage precise data entry into systems used to contract agents with insurance carriers.
• Contract Management: Proactively follow up on contract submissions to ensure paperwork is processed accurately and in a timely fashion.
• Advisor Support: Act as a subject matter expert, answering emails and phone calls from Advisors and internal departments regarding all things L&C.
• Industry Vigilance: Keep a pulse on ever-changing industry requirements and proactively notify Advisors of changes that may impact their business.
• Process Improvement: Identify "inches" where we can streamline the handoff between advisors and carriers to reduce friction.
• Intentional Communicator: You thoughtfully listen to and distill information into clear, digestible updates for a remote-first team.
• Process-Driven: You "geek out" on workflows and are meticulous enough for quality output without succeding to indecision.
• Accountable: You grab the "jump ball" and see it through to the finish line, thriving in a culture of continuous feedback.
• Customer Centric: You view every interaction as an opportunity to amaze the client, leading with compassion and anticipation.
• Extreme Ownership: You embody "We are the they," taking proactive steps to fix issues rather than waiting for others.

Requirements

• Insurance Industry Experience: Direct knowledge of the insurance landscape is required.
• L&C Expertise: Previous experience managing licensing, contracting, or appointment processes for insurance agents.
• Tech Savvy: Professional experience with CRM systems (Salesforce preferred) and agency management platforms (e.g., SureLC).
• Attention to Detail: A "measure twice, cut once" approach to complex regulatory paperwork and digital workflows.

Qualifications

Empowering Leaders. Client Advocates. Entrepreneurial Champions.

Skills

Empowering Leaders. Client Advocates. Entrepreneurial Champions.

Benefits

• Medical, vision, and dental coverage
• FSA or HSA-eligible health plans
• 3% 401k company contribution with no vesting period
• Paid parental leave for all parents
• Learning & Development stipend
• Wellness Programs
• Flexible vacation policy
• Dedicated sick days
• 10 company-wide holidays
• $500 for your home office setup
• Flexible, hybrid working environment
• Annual all-company retreat
• Competitive equity package based on on role and level

Pay

The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.

Schedule

Remote (United States)