Contracting Specialist

AmeriLife; Clearwater (FL); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings plan

Disability insurance

Life insurance

Job summary

AmeriLife is seeking a Licensing Specialist to manage licensing and contracting for licensed insurance professionals and partners across the organization. The role requires strong organization, communication, and process discipline to ensure accurate contract terms and onboarding for agents and affiliates.

You will collaborate with carrier representatives and internal teams, stay compliant with SLAs, and drive improvements through data and issue resolution.

Qualifications

• High School Diploma required; Bachelor’s degree preferred.
• Self-starter with ability to learn quickly.
• Highly skilled in attention to detail.
• Excellent organizational, communication and time management skills.
• Positive approach to taking initiative and creative problem solving.
• Proficient user of Microsoft Office Suite or similar (Excel, Word, PowerPoint)

Responsibilities

• Process contracts for licensed insurance professionals.
• Conduct agent or marketer outreach to resolve licensing and contracting open issues.
• Monitor exception reports, research solutions and address exceptions as needed.
• Ensure commission and hierarchy levels match contracts for agents, agencies, and carriers.
• Effectively communicate with internal and external stakeholders to ensure agency and affiliate satisfaction.
• Integrate new agency and affiliate partners through onboarding intake calls, required paperwork processing, and associated processes.
• Assist with direct agent onboarding.
• Perform duties within required service level agreement terms and performance requirements including timeliness, productivity and quality.
• Utilize established performance management systems and processes.
• Solve Salesforce cases as assigned.
• Actively participate in team planning and process improvement activities.
• Engage Carriers and External Partners to efficiently resolve licensing issues.
• Fulfil Agent Release Requests as needed.
• Other duties as assigned

Skills

Attention to detail

Organizational skills

Communication skills

Time management

Self-motivation

Creative problem solving

Education

High School Diploma

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

AmeriLife’s strength is its mission: to offer insurance and retirement solutions to help people live longer, healthier lives. By putting its mission into practice, AmeriLife has become recognized as a national leader in developing, marketing, and distributing life and health insurance, annuities and retirement planning solutions to enhance the lives of pre-retirees and retirees. For more than 50 years, AmeriLife has partnered with the nation’s leading insurance carriers to provide value and quality to customers served through a national distribution network of over 200,000 insurance agents and advisors, over 50 marketing organizations, and nearly 50 insurance agency locations.

AmeriLife is in the midst of an exciting and significant transformation of its operational infrastructure to better serve the evolving needs of its stakeholders across the country. As such, we’re looking for a Licensing Specialist to help us continue pushing our ambitious roadmap forward.

The Licensing Specialist is a key contributor to the success of the licensing and contracting area and the business they support throughout the organization. This person must be well organized, able to work with various insurance carrier representatives as well as partner with internal operations and key stakeholders simultaneously.

Job Description

Duties/Responsibilities

• Process contracts for licensed insurance professionals
• Conduct agent or marketer outreach to resolve licensing and contracting open issues
• Monitor exception reports, research solutions and address exceptions as needed
• Ensure commission and hierarchy levels match contracts for agents, agencies, and carriers
• Effectively communicate with internal and external stakeholders to ensure agency and affiliate satisfaction
• Integrate new agency and affiliate partners through onboarding intake calls, required paperwork processing, and associated processes
• Assist with direct agent onboarding
• Perform duties within required service level agreement terms and performance requirements including timeliness, productivity and quality
• Utilize established performance management systems and processes
• Solve Salesforce cases as assigned
• Actively participate in team planning and process improvement activities
• Engage Carriers and External Partners to efficiently resolve licensing issues
• Fulfil Agent Release Requests as needed
• Other duties as assigned

Qualifications

• High School Diploma required; Bachelor’s degree preferred
• Self-starter with ability to learn quickly
• Highly skilled in attention to detail
• Excellent organizational, communication and time management skills
• Positive approach to taking initiative and creative problem solving
• Proficient user of Microsoft Office Suite or similar (Excel, Word, PowerPoint)
• Financial Services industry experienced preferred

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [e-mail].

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job‑related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.