Contracting & Licensing Specialist

Australia-Employment; Texas; Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Hybrid work flexibility

Health, dental, and vision coverage

401(k) with company match

Paid time off and holidays

Direct exposure to agency leadership

Job summary

Jobot is seeking a Contracting & Licensing Specialist in the Austin area (Rollingwood, TX) to own the contracting and licensing pipeline for advisors and agents, and to manage new business from intake through processing to issue.

The role requires strong organization, attention to detail, and excellent communication as you coordinate with carriers and home office. Hybrid schedule with strong benefits and career growth opportunities.

Qualifications

• Prior experience in insurance/financial services contracting, licensing, and/or new business processing strongly preferred
• Familiarity with state insurance licensing requirements, carrier appointment processes, and underwriting/new business workflows
• Highly organized, detail-oriented, and comfortable managing multiple pipelines at once
• Strong communication skills — coordinating between advisors, carriers, and home office
• Proficiency with Microsoft Office and agency/CRM systems

Responsibilities

• Manage end-to-end contracting and licensing process for advisors/agents (state licensing, appointments, E&O, background checks, carrier contracting)
• Track and maintain licensing compliance, renewals, and continuing education requirements
• Serve as the primary point of contact for new business
• Process new business submissions and guide them through underwriting to issue
• Liaise with carriers, home office, and internal advisors to clear paperwork issues
• Maintain accurate records within agency management and carrier systems
• Support advisors and leadership with licensing, appointment, and case status updates
• Troubleshoot delays to keep licensing and new business pipelines moving

Skills

Attention to detail

Organizational skills

Communication skills

Microsoft Office

CRM systems

Tools

CRM systems

Microsoft Office

Job description

Contracting & Licensing Specialist

$50000 - $60000 per year | Rollingwood, TX | Hybrid | Permanent

Hybrid schedule! Top benefits!

A bit about us:

A well-established, growth-oriented financial services agency in Austin, affiliated with a top-tier mutual insurance and financial services company, is looking to add a Contracting & Licensing Specialist to its operations team. This agency has a strong local presence, a collaborative culture, and a track record of developing long-term careers for its staff and advisors alike.

Why join us?

• Competitive base salary
• Comprehensive health, dental, and vision coverage
• 401(k) with company match
• Paid time off and holidays
• Hybrid work flexibility
• Collaborative, growth-minded office culture
• Direct exposure to agency leadership and career growth potential within the organization

Job Details

This is a dual-function role for someone who thrives on process, detail, and being the go-to person who keeps an agency's back office running smoothly. You'll own the contracting and licensing pipeline for advisors and agents, and you'll also manage new business from intake through processing - reviewing, facilitating, and following applications all the way to issue.

Key Responsibilities

• Manage the end-to-end contracting and licensing process for new and existing advisors/agents (state licensing, appointments, E&O, background checks, carrier contracting)
• Track and maintain licensing compliance, renewals, and continuing education requirements
• Serve as the primary point of contact for new business
• Process new business submissions and facilitate them through underwriting to issue, resolving outstanding requirements along the way
• Liaise with carriers, home office, and internal advisors to clear paperwork issues, missing requirements, or underwriting holds
• Maintain accurate records within agency management and carrier systems
• Support advisors and agency leadership with licensing, appointment, and case status updates
• Proactively troubleshoot delays to keep both licensing and new business pipelines moving efficiently

Qualifications

• Prior experience in insurance/financial services contracting, licensing, and/or new business processing strongly preferred
• Familiarity with state insurance licensing requirements, carrier appointment processes, and underwriting/new business workflows
• Highly organized, detail-oriented, and comfortable managing multiple pipelines at once
• Strong communication skills — you'll be coordinating between advisors, carriers, and home office regularly
• Proficiency with Microsoft Office and agency/CRM systems

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy