Licensing & Compliance Lead - Strategy, QA & Change

Jobtailor; Madison (WI); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

null

Job summary

Jobtailor in Madison, Wisconsin seeks an experienced licensing, appointment, and compliance professional to lead QA activities and guide cross-border regulatory practices within the U.S. and Canada.

You will build trusted relationships, interpret evolving requirements, and drive practical, risk-based improvements across licensing programs. The role requires evaluating trends, communicating findings to executives, and collaborating across teams to sustain robust controls, reporting, and

Qualifications

• Bachelor’s degree in business, insurance, compliance, or related field.
• 6+ years of demonstrated proficiency in financial services, insurance, compliance, or related industry.
• 3+ years of experience in licensing, appointment, insurance compliance, QA, reporting, metrics, or related processes.
• Strong project management, process improvement, change management, and stakeholder engagement skills.
• Proficiency with Windows, Word, Outlook, Excel, PowerPoint, Lexis, and relevant systems.

Responsibilities

• Provide subject matter expertise on licensing, appointment, and compliance QA activities for individuals and entities under company requirements and U.S. and Canadian regulations.
• Establish and strengthen business relationships, provide consultative guidance, and serve as a point of contact for licensing, appointment, and compliance matters.
• Interpret state, provincial, and federal requirements and trends to recommend best practices and support fact-based decision making.
• Solve complex operational problems by identifying root causes, recommending solutions, implementing actions, and communicating progress.
• Lead functional teams or projects impacting Licensing using project management, team building, and change management practices.
• Identify and map gaps, controls, risks, and process dependencies across compliance, licensing, and appointment activities.
• Create quality control systems, testing practices, training resources, and monitoring processes.
• Prepare and present compliance risk, quality assurance, licensing and appointment trends, reporting, and recommendations to leaders.
• Support agent onboarding and distributor readiness, including tracking and escalation of licensing, appointment, system, or access issues.
• Develop and maintain SOPs, checklists, escalation paths, training materials, and recurring status reports.
• Support Canadian insurance distribution and licensing processes, including provincial requirements and Canada GA model considerations.

Job description

Jobtailor in Madison, Wisconsin seeks an experienced licensing, appointment, and compliance professional to lead QA activities and guide cross-border regulatory practices within the U.S. and Canada.

You will build trusted relationships, interpret evolving requirements, and drive practical, risk-based improvements across licensing programs. The role requires evaluating trends, communicating findings to executives, and collaborating across teams to sustain robust controls, reporting, and