Licensing and Contracting Manager Specialist

SDI Staffing; Monticello (MN); On-site; USD 65,000 - 82,500; Full time

Benefits offered by this job

Medical insurance

401(k) with employer match

Paid time off

Job summary

SDI Staffing is seeking a Licensing and Contracting Manager in Monticello, MN to lead and coach a dedicated team while handling life and annuity workflows. The role emphasizes following up with vendors, agents, and carriers, and managing insurance cases in Salesforce.

Ideal candidates have 5+ years in the life/annuity sector and 3–5 years in management, with strong MS Office and Google Suite skills and a servant-leadership mindset.

Qualifications

• 5+ years of life and annuity insurance industry experience.
• Minimum 3–5 years in a management role.
• Strong knowledge of new business case management in life 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.

Responsibilities

• Work with relevant vendors for necessary follow up
• Review and follow up with agents and carriers on all requirements
• Process all insurance cases within Salesforce
• Provide professional correspondence via email and phone
• Understand carrier workflows and carrier specific nuances
• Work closely with the team to meet common goals and assist when able
• Understand carrier workflows and maneuver carrier websites

Skills

Leadership

Communication

Organizational skills

Time management

Conflict resolution

Prioritization

Multitasking

Tools

Salesforce

Microsoft Office

Google Workspace

Job description

Licensing and Contracting Manager – Monticello, MN

Our client is a premier distributor of life, annuity, long-term care, and securities-based insurance products serving financial professionals nationwide. This role offers an exciting opportunity to lead, train, and coach a dedicated team while shaping the way exceptional service is delivered.

Hours: 9am to 5pm • Duration: Direct Hire • Workplace: In Office • Pay: $65,000–$82,500 base salary.

Key Responsibilities

• Work with relevant vendors for necessary follow up
• Review and follow up with agents and carriers on all requirements
• Process all insurance cases within Salesforce
• Provide professional correspondence via email and phone
• Understand carrier workflows and carrier specific nuances
• Work closely with the team to meet common goals and assist when able
• Understand carrier workflows and maneuver carrier websites

Qualifications

• 5+ years of life and annuity insurance industry experience
• Minimum 3‑5 years in a management role
• Strong knowledge of new business case management in life 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

Benefits

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