Licensing Administrator

Role Responsibilities:

• Execute licensing and carrier appointment processes end-to-end for advisors, ensuring regulatory compliance.
• Submit and track insurance license applications, maintain communication with Departments of Insurance, and coordinate fingerprinting and exam scheduling.
• Monitor renewals and continuing education, and maintain accurate records across systems to mitigate compliance risk.

Compliance and Process Management:

• Oversee carrier appointment processes, prepare high-volume reports, and resolve delays through analysis and escalation.
• Conduct gap analyses to identify process improvement opportunities and participate in UAT for system enhancements.
• Partner with Sales, Training, and Licensing Operations to ensure advisors complete all onboarding and certification requirements.

Candidate Profile:

• Possess strong experience with Microsoft Office, particularly Excel, and are comfortable working with large datasets.
• Are highly detail-oriented with strong organizational skills and adaptability in a fast-paced environment.
• Have excellent communication skills, understand compliance importance, and are a collaborative team player.