Contracting & Licensing Specialist

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A well-established, growth-oriented financial services agency in Austin, affiliated with a top-tier mutual insurance and financial services company, is looking to add a Contracting & Licensing Specialist to its operations team.

Hybrid schedule! Top benefits!

This Jobot Job is hosted by: Arpana Davis
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $50,000 - $60,000 per year

A bit about us:

A well-established, growth-oriented financial services agency in Austin, affiliated with a top-tier mutual insurance and financial services company, is looking to add a Contracting & Licensing Specialist to its operations team. This agency has a strong local presence, a collaborative culture, and a track record of developing long-term careers for its staff and advisors alike.

Why join us?

Competitive base salary
Comprehensive health, dental, and vision coverage
401(k) with company match
Paid time off and holidays
Hybrid work flexibility
Collaborative, growth-minded office culture
Direct exposure to agency leadership and career growth potential within the organization

Job Details

This is a dual-function role for someone who thrives on process, detail, and being the go-to person who keeps an agency's back office running smoothly. You'll own the contracting and licensing pipeline for advisors and agents, and you'll also manage new business from intake through processing - reviewing, facilitating, and following applications all the way to issue.

Key Responsibilities

Manage the end-to-end contracting and licensing process for new and existing advisors/agents (state licensing, appointments, E&O, background checks, carrier contracting)
Track and maintain licensing compliance, renewals, and continuing education requirements
Serve as the primary point of contact for new business
Process new business submissions and facilitate them through underwriting to issue, resolving outstanding requirements along the way
Liaise with carriers, home office, and internal advisors to clear paperwork issues, missing requirements, or underwriting holds
Maintain accurate records within agency management and carrier systems
Support advisors and agency leadership with licensing, appointment, and case status updates
Proactively troubleshoot delays to keep both licensing and new business pipelines moving efficiently

Qualifications

Prior experience in insurance/financial services contracting, licensing, and/or new business processing strongly preferred
Familiarity with state insurance licensing requirements, carrier appointment processes, and underwriting/new business workflows
Highly organized, detail-oriented, and comfortable managing multiple pipelines at once
Strong communication skills — you'll be coordinating between advisors, carriers, and home office regularly
Proficiency with Microsoft Office and agency/CRM systems

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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