Senior Licensing & Contracting Specialist (Hybrid/Remote)

Simplicity Group; San Diego (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401k with Employer Match

Paid Time Off

Job summary

Simplicity Group in San Diego, CA seeks a Senior Licensing & Contracting Specialist to manage advanced licensing and contracting for advisors and sales professionals, serving as SME and maintaining carrier relationships.

The role requires 1–2 years of contracting/licensing experience with an IMO/BGA or insurer, strong computer skills, and proficiency in Microsoft Office; remote work may be considered.

Qualifications

• 1–2 years of contracting and licensing experience with an IMO/BGA or insurance company.
• Experience with SureLC highly preferred.
• Strong computer skills and ability to work in a paperless environment.
• Proficient with Microsoft Office; familiarity with G Suite and Salesforce is a plus.

Responsibilities

• Sub-IMO onboarding (block transfers).
• Provide regular feedback on policy/procedures and workflows.
• Participate in carrier relationship calls.
• Assist with intermediate training of new employees.
• Handle escalated requests from ADCs and/or agents.
• Minimal coaching opportunities provided during audits.

Skills

Strong computer skills

Microsoft Office

G Suite

Salesforce

Communication

Tools

SureLC

Salesforce

Job description

Simplicity Group in San Diego, CA seeks a Senior Licensing & Contracting Specialist to manage advanced licensing and contracting for advisors and sales professionals, serving as SME and maintaining carrier relationships.

The role requires 1–2 years of contracting/licensing experience with an IMO/BGA or insurer, strong computer skills, and proficiency in Microsoft Office; remote work may be considered.