Licensing and Contracting Manager

SDI Staffing; San Diego (CA); On-site; USD 72,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401k with employer match

Paid time off

Job summary

SDI Staffing is seeking a Licensing and Contracting Manager for our Del Mar, CA office. You will lead a team handling agent licensing and contracting, coordinating with carriers, advisors, and marketers to ensure accurate processing.

You will train, coach, and mentor staff, drive process improvements, and partner with internal teams to meet regulatory and business requirements. Direct-hire, in-office role with strong leadership expectations.

Qualifications

• 5+ years of life and annuity insurance experience.
• Minimum 5 years in a management role in life and annuity insurance.
• Strong knowledge of licensing and contracting in life/annuity.
• Proficient with MS Office and Google Workspace.
• Excellent communication and conflict resolution skills.
• Strong attention to detail and organizational skills.
• Proven ability to lead teams with servant leadership.
• Ability to prioritize, delegate and multitask in a fast-paced environment.

Responsibilities

• Act as escalated point of contact.
• Review and prepare contracts for input into workflow.
• Contact agents for missing documents.
• Follow departmental checklists and workflow items.
• Process a high volume of work with accuracy and timeliness.
• Notify agents of licensing, E&O, and AML training requirements.
• Advise Internal New Business on actions to resolve errors.
• Process agent licenses and state appointments and payments.
• Complete agent terminations in systems and letters.
• Communicate with agents, field force, and state departments.
• Prepare reports for management and agents.
• Maintain carrier and partner agency relationships.
• Collaborate on policies and procedures; conduct audits and training.

Skills

Life & annuity insurance

People management

Licensing & contracting

MS Office

Google Workspace

Communication

Conflict resolution

Attention to detail

Organizational skills

Servant leadership

Prioritization

Delegation

Multitasking

Education

Tools

MS Office

Google Workspace

Job description

Licensing and Contracting Manager needed for an agency located in Del Mar, CA

Our client is a premier distributor of life, annuity, long-term care, and securities-based insurance products serving financial professionals nationwide. Are you ready to take the next big step in your career? As our Licensing and Contracting Manager, you’ll have the incredible opportunity to build, lead, and inspire your own team. You’ll be at the center of it all, working closely with Partners, Carriers, Advisors, and Marketers to ensure smooth processing of agent licenses and contracting requests. Along the way, you’ll get to train, coach, and mentor your team, helping them grow while driving success for the organization. This is your chance to make an impact, elevate your leadership skills, and leave your mark on a growing and dynamic company!

HOURS: 9 am to 5 pm DURATION: Direct Hire WORKPLACE: In office PAY: $71,500 – $85,000 base salary + Bonus!

BENEFITS:

• Comprehensive package including medical, dental, vision, life insurance, 401k with employer match, and paid time off

Key Responsibilities

• Act as escalated point of contact
• Review and prepare incoming contracts for input into the electronic work stream
• Contact agents for missing documents
• Follow required departmental checklists and workflow items
• Process a high volume of work within established accuracy and time goals
• Review and analyze error notices on new policy applications
• Notify agents of required licensing, Errors and Omissions coverage, and Anti-Money Laundering training
• Advise internal New Business team of actions to take to resolve error messages
• Process agent License and Appointments by performing necessary transactions to process state licensing, including payment of fees to state insurance
• Complete agent terminations by sending letters and terminating agent record and state appointments in all required systems
• Communicate with agents, field force, state insurance departments and vendors via telephone or email
• Prepare reports for management and agents
• Relationship calls with Carriers and Partner Agencies
• Collaboration in the development of policies and procedures
• Performing audits; ongoing coaching, mentoring, and training of team

Qualifications

• 5+ years of life and annuity insurance industry experience
• Minimum 5 years in a management role in life and annuity insurance
• Strong knowledge of licensing and contracting processes within life and annuity insurance
• Proficiency in Microsoft Office Suite and Google Suite
• Excellent communication and conflict resolution skills
• Strong attention to detail and organizational skills
• Proven ability to lead teams with a servant leadership approach
• Ability to prioritize, delegate, and multitask in a fast-paced environment