Licensing & Contracting Manager - Lead a High-Impact Team

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

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.