Remote Insurance Licensing & Compliance Specialist

The Baldwin Group; Tampa, Northern (FL, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

The Baldwin Group in Tampa is seeking an Insurance Compliance Specialist – Licensing to manage licensure for colleagues and business entities across jurisdictions. This role oversees the licensing lifecycle, including pre-licensing education, applications, renewals, DRLP updates, SOS filings, and data accuracy in the licensing system.

Responsibilities include monitoring Continuing Education, audits, and regulator inquiries, plus serving as a licensing resource for colleagues and carriers.

Responsibilities

• Facilitate pre-license education and exams
• Complete and submit license applications
• Complete and submit license renewals
• Process resident state changes, ensuring timely license reconciliation between prior and new states of residence
• Manage colleague contact changes on file with states and the system of record, including name, address, email, and phone updates
• Monitor Producer and Adjuster Reportable Actions
• Submit and track required agency affiliations for both business entities and individual producers
• Process Designated Responsible Licensed Producer (DRLP) updates and changes as needed
• Monitor colleagues' Continuing Education and facilitate access to the CE vendor
• Manage business entity licensing, including new applications, renewals, and maintaining accurate lines of authority and affiliations across states
• Maintain Secretary of State (SOS) registrations and filings for business entities, including monitoring good standing status and completing annual reports
• Update and ensure accuracy of data within the Licensing System of Record
• Pull and distribute licensing reports as required by the business, including leadership, audit, and operational requests
• At the direction of Leadership, assist with licensing-related projects
• Participate in development of processes and procedures and process improvement initiatives
• Conduct internal audits of licensing records to ensure compliance with state regulations and company policy
• Serve as a point of contact for licensing inquiries from colleagues, carriers, and regulators
• Provide guidance on licensing requirements and state-specific nuances
• Prepare documentation and respond to state DOI audits or inquiries as needed

Job description

The Baldwin Group in Tampa is seeking an Insurance Compliance Specialist – Licensing to manage licensure for colleagues and business entities across jurisdictions. This role oversees the licensing lifecycle, including pre-licensing education, applications, renewals, DRLP updates, SOS filings, and data accuracy in the licensing system.

Responsibilities include monitoring Continuing Education, audits, and regulator inquiries, plus serving as a licensing resource for colleagues and carriers.