Contracting & Licensing Specialist

LeoForce; Town of Texas (WI); 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

Job summary

LeoForce in Austin, TX is seeking a Contracting & Licensing Specialist to own the contracting and licensing pipeline for advisors and agents, while handling new business intake through processing to issue. You will manage state licensing, appointments, E&O, background checks, and carrier contracting.

The role requires meticulous organization, strong communication, and collaboration with carriers and home office. This position offers hybrid work flexibility and growth within the agency.

Qualifications

• Experience in insurance/financial services contracting and licensing preferred.
• Familiarity with state licensing requirements and underwriting workflows.
• Excellent organizational and multitasking abilities.
• Strong communication with carriers, home office, and advisors.
• Proficiency with Microsoft Office and CRM/agency systems.

Responsibilities

• Manage end-to-end contracting and licensing for advisors and agents.
• Track licensing compliance, renewals, and continuing education.
• Serve as primary contact for new business submissions to underwriting.
• Liaise with carriers and home office to clear paperwork issues.
• Maintain records in agency management and carrier systems.
• Support leadership with licensing and case status updates.
• Troubleshoot delays to keep licensing and new business moving.

Skills

Contracting & Licensing

Process management

Detail-oriented

Communication skills

MS Office

CRM systems

Tools

CRM systems

Agency management systems

Job description

Contracting & Licensing Specialist

Rollingwood,TX, US

Experience: Mid Level

Salary: $50,000 - $60,000 per year

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

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