Licensing & Contracting Manager — Lead & Coach Team (In-Office)

SDI Staffing

Monticello (MN)

On-site

USD 65,000 - 82,500

Full time

14 days+
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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

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.

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