Licensing, Contracting, and Commissions Coordinator

Socket.dev; Lincoln (NE); On-site; USD 42,000 - 56,000; Full time

Job summary

American Life Financial Partners, LLC seeks a Licensing, Contracting, and Commissions Coordinator to provide frontline service for agents and clients. You will manage licensing, appointments, and contracting activities, maintain records, and assist with onboarding and commission processing.

This role emphasizes accuracy, compliance, and collaboration across departments. The ideal candidate has strong organizational and communication skills, experience in customer service, and working knowledge

Qualifications

• High School Diploma is required.
• Degree in a related field is a plus.
• 2 years of customer service experience.
• 1 year in data entry, licensing or contracting, or 6 months internal experience.
• Insurance industry experience preferred.
• Basic knowledge of Excel and Microsoft Suite.
• Familiar with workflow management systems.

Responsibilities

• Serve as the primary contact for agent licensing, contracting and commission inquiries via phone and email.
• Process licensing, appointments and contracting activities with complete and timely documentation.
• Maintain agent records and monitor licensing/contract renewals for compliance.
• Assist onboarding new agents, including background checks and training requirements.
• Support commission administration by updating payments and reviewing transactions.
• Research and resolve licensing, contracting and commission issues with internal teams.
• Analyze and reconcile records, reports and debit balances with accurate documentation.
• Prepare reports and monitor data to identify trends and improvement opportunities.
• Ensure compliance with policies, carrier requirements and regulatory standards.

Skills

Attention to detail

Organizational skills

Analytical thinking

Time management

Communication skills

Customer service

Teamwork

Microsoft Excel

Confidentiality

Education

High School Diploma

Related field degree is a plus

Tools

Microsoft Office

Excel

Job description

Licensing, Contracting, and Commissions Coordinator

American Life Financial Partners, LLC, a rapidly growing financial services holding company, seeks a customer service-focused, hands-on, and energetic team player to join us as a Licensing, Contracting, and Commissions Coordinator. We operate as a modern insurance-holding company focused on long-term growth. We aim to foster and cultivate our relationships to sell and administer annuity products through third-party independent marketing organizations (IMOs).

Summary/Objective

The Licensing, Contracting, and Commissions Coordinator is responsible for providing effective customer service for all clients and agents by using excellent, in-depth knowledge of company products and programs and communicating effectively with team members within the customer service department.

Essential Functions

• Serve as the primary point of contact for agent licensing, contracting, and commission inquiries through phone and email.
• Process agent licensing, appointments, and contracting activities, ensuring required documentation is complete, accurate, and submitted timely.
• Maintain agent records and monitor licensing and contract renewals to ensure ongoing compliance.
• Assist with onboarding new agents, including background checks, training requirements, and carrier appointments.
• Support commission administration by processing agent payment updates, reviewing commission transactions, and assisting with payment accuracy.
• Research and resolve licensing, contracting, and commission-related issues in collaboration with agents, agencies, carriers, and internal teams.
• Analyze and reconcile records, reports, and debit balances while maintaining accurate documentation.
• Prepare reports and monitor data to identify trends, discrepancies, and opportunities for process improvement.
• Ensure compliance with company policies, carrier requirements, and applicable regulatory standards.
• Participate in the development and improvement of departmental processes, procedures, and workflows.

Competencies

• Strong attention to detail and accuracy.
• Excellent organizational and time management skills.
• Strong analytical and problem-solving abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Effective written and verbal communication skills.
• Strong customer service and interpersonal skills.
• Ability to work independently and collaboratively within a team environment.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Basic understanding of insurance products, commission structures, and regulatory requirements.
• Ability to maintain confidentiality and handle sensitive information appropriately.

Required Minimum Qualifications

• High School Diploma
• Degree in a related field is a plus
• 2 years of customer service
• 1 year experience in data entry, licensing or contracting or other closely related role or 6 months internal experience.
• Experience in the Insurance industry is preferred
• Must have basic knowledge in Excel and Microsoft Suite
• Familiar with workflow management systems

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk and communicate with others. This may be over the phone, in person, or through email and messaging. The employee must be able to hear customers and agents over the phone. The employee is frequently required to sit, stand; walk, and use their hands and fingers to work with the computer, phones, filing cabinets, paperwork, etc.

Position Type and Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours as needed to complete work and ensure operations/business is not interrupted or slowed.

Travel

No travel is expected for this position.

Work Authorization/Security Clearance

Must be eligible to work in the United States.

AAP/EEO Statement

American Life Financial Partners, LLC is an Equal Opportunity Employer.

If you need assistance or an accommodation due to a disability, you may contact us at 402-489-8266.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.