Life Insurance Licensing and Contracting Specialist

SDI Staffing; San Diego (CA); On-site; USD 33,000 - 39,000; Full time

Benefits offered by this job

Medical, dental, & vision

Life insurance

401k with employer match

Paid time off

Bonus

Job summary

SDI Staffing in Del Mar, CA is seeking a Life Insurance Licensing and Contracting Specialist to manage licensing and contracting for a nationwide carrier network. The role involves training and mentoring a team, coordinating with partners, carriers, and marketers to ensure smooth processing of licenses and contracts.

The position is a direct-hire, in-office role with hours 9 am–5 pm and a pay rate of $24–$28 per hour plus bonus for experienced licensing professionals.

Qualifications

• 2–5 years of life and annuity insurance industry experience.
• 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

• Review and prepare incoming contracts for input into the electronic work stream.
• Contact agents for missing documents.
• 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.
• 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.

Skills

Licensing knowledge

Licensing & contracting processes

Communication

Conflict resolution

Leadership / servant leadership

Multitasking in fast-paced environment

Tools

Microsoft Office Suite

Google Workspace

Job description

Life Insurance Licensing and Contracting Specialist needed for an agency located in Del Mar, CA Our client is a premier distributor of life, annuity, long-term care, and securities-based insurance products serving financial professionals nationwide. You’ll be at the center of it all, working closely with Partners, Carriers, Advisors, and Marketers to ensure smooth processing of agent licenses and contracting requests. Along the way, you’ll get to train, coach, and mentor your team, helping them grow while driving success for the organization.

HOURS: 9 am to 5 pm DURATION: Direct Hire WORKPLACE: In office PAY: $24 to $28 an hour + Bonus (To qualify for $25 an hour +, you must be an existing life insurance licensing and contracting for 3+ years.)

BENEFITS: Comprehensive package including medical, dental, vision, life insurance, 401k with employer match, and paid time off

Key Responsibilities

• Review and prepare incoming contracts for input into the electronic work stream
• Contact agents for missing documents
• 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
• 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

Qualifications

• 2-5 years of life and annuity insurance industry experience
• 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