Life Insurance Licensing & Contracts Lead

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

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.