Contracting & Licensing Specialist — Hybrid, Growth Path

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

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.