Position Overview Robert Half is partnering with an established insurance company in San Diego to identify a detail-oriented Licensing and Contracting Specialist to support agent licensing, carrier appointments, and contracting operations. This individual will play an important role in ensuring agents and producers are properly licensed, appointed, and contracted in accordance with state regulations and carrier requirements. The ideal candidate has strong organizational skills, excellent attention to detail, and experience managing licensing documentation, tracking deadlines, and coordinating with internal teams, insurance carriers, and regulatory agencies.
Key Responsibilities
- Manage the end-to-end licensing and contracting process for insurance agents, brokers, and producers.
- Process new agent appointments, terminations, renewals, and changes to licensing records.
- Prepare, review, and submit licensing applications and contracting paperwork to insurance carriers and applicable regulatory agencies.
- Monitor agent licensing status, continuing education requirements, and renewal deadlines to maintain compliance.
- Verify that all required documentation is complete, accurate, and submitted within established timelines.
- Maintain accurate agent records, licensing databases, and contract documentation.
- Coordinate with insurance carriers, internal departments, and external partners to resolve licensing and contracting issues.
- Track application statuses, follow up on outstanding requirements, and communicate updates to relevant stakeholders.
- Assist with audits, compliance reviews, and reporting related to agent licensing and contracting.
- Identify opportunities to streamline administrative processes and improve accuracy and efficiency.
Qualifications
- Previous experience in insurance licensing, agent contracting, insurance operations, or a related administrative role.
- Familiarity with state insurance licensing requirements and producer appointment processes.
- Knowledge of insurance carrier contracting procedures and regulatory compliance requirements.
- Strong organizational skills and exceptional attention to detail.
- Ability to manage multiple priorities, meet deadlines, and maintain accurate records.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office, particularly Excel and Outlook, and the ability to learn internal databases and licensing systems.
- Ability to handle confidential information with professionalism and discretion.
What We're Looking For A proactive, dependable professional who takes ownership of the licensing and contracting process, enjoys coordinating across multiple teams, and is committed to maintaining accurate records and regulatory compliance in a fast-paced insurance environment.