Advance your potential – and reach your goals

Provide administrative support and coordination for licensing activities associated with agency and state Department of Insurance licenses required for business operations. Maintain accurate licensing records and support compliance-related processes with minimal supervision.

Key Responsibilities

• 1-3 years of related experience preferred.
• Provide employees with the appropriate forms, documentation, and guidance to initiate the licensing process.
• Verify and track criminal background check requirements for employees seeking licensure.
• Coordinate state-required pre-licensing education, examination scheduling, and fee payments.
• Prepare and submit licensing applications and supporting documentation to state Departments of Insurance.
• Distribute copies of issued licenses to applicable insurance carrier partners.
• Coordinate additional training and examination retakes for employees who do not pass initial licensing exams.
• Track, monitor, and process continuing education requirements, including fee payments and employee follow-up to ensure compliance with state regulations.
• Monitor license renewal requirements and submit renewal applications, supporting documentation, and fees to the appropriate state regulatory agencies.
• Assist with monthly licensing file audits and compliance reviews.
• Process agent information changes, including name and address updates.
• Provide licensed employees with guidance and required forms for license updates and assist with filing necessary documentation with state insurance departments.
• Notify state insurance departments and insurance carrier partners of terminated licensed employees, as required.
• Track and process agency and corporate license renewals, ensuring timely submission of all required forms and fees.
• Maintain organized, accurate, and complete licensing records and documentation.
• Support special projects and perform other duties as assigned by management.

Required Skills & Qualifications

• High School Diploma or GED required.
• Strong organizational and time management skills with the ability to work independently.
• Excellent verbal and written communication skills, including customer service experience.
• Ability to handle confidential and sensitive information with discretion.
• Proficiency in Microsoft Office applications and internet-based systems.
• Ability to prioritize multiple responsibilities and meet deadlines in a fast-paced environment.
• Strong attention to detail and commitment to accuracy.
• Ability to work collaboratively within a team while remaining self-directed when appropriate.

Preferred Qualifications

• Prior experience in insurance licensing, compliance administration, or a related regulatory support role.
• Familiarity with state insurance licensing requirements and continuing education regulations.
• Experience working with licensing management systems and regulatory databases.