Licensing and Contracting Manager Specialist

SDI Staffing; San Diego (CA); On-site; USD 71,500 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with employer match

Paid time off

Job summary

SDI Staffing in Del Mar, CA seeks a Licensing and Contracting Manager to oversee licensing, contracting, and compliance for life and annuity products. You will coordinate with agents, internal teams, and state departments to ensure timely processing of licenses, appointments, and filings.

The role is in-office with a 9 am–5 pm schedule, direct-hire terms, and a base salary of $71,500–$85,000 plus bonus, plus a comprehensive benefits package including medical, dental, vision, life insurance,

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.

Responsibilities

• Act as escalated point of contact.
• Review and prepare incoming contracts for input into the electronic workflow.
• 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.
• Perform audits; ongoing coaching, mentoring, and training of team.

Skills

Leadership

Communication

Attention to detail

Organizational skills

Conflict resolution

Multitasking

Servant leadership

Tools

Microsoft Office Suite

Google Suite

Job description

Licensing and Contracting Manager

Location: Del Mar, CA

Work hours: 9 am to 5 pm

Employment type: Direct hire

Workplace: In office

Salary: $71,500 – $85,000 base salary + bonus

Benefits: Comprehensive package including medical, dental, vision, life insurance, 401(k) 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 workflow
• 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
• Perform 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