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OneDigital · 2 months ago

Director of Licensing & Carrier Contracting - Remote (CST or EST)

United States

Full-time

Remote

Director/Executive

$100K/yr - $120K/yr

8+ years exp

OneDigital is a leading strategic advisory firm focused on delivering comprehensive employee benefits, insurance, and HR solutions. The Director of Licensing & Carrier Contracting leads all aspects of insurance licensing and carrier contracting, ensuring operational excellence and regulatory compliance while overseeing a diverse team.

Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses

Culture & Values

No H1B

Responsibilities

Develop and implement departmental strategies to support organizational growth, process efficiency, and team development, with clear KPIs for licensing and carrier appointment timeliness and accuracy and book of business migration completion

Oversee the integration of newly acquired agencies, ensuring timely migration of books of business in compliance with carrier requirements

Manage all aspects of agent and agency licensing, including application submission, renewals, compliance monitoring, and issue resolution

Establish, document, and maintain standardized processes and service level agreements (SLAs) for all teams, regularly reviewing performance metrics and driving continuous improvement

Maximize the use of technology platforms (e.g., AgentSync), implement best practices and align with industry standards

Oversee and manage the team’s ticketing system (Freshdesk) by monitoring work volume, tracking performance metrics, and ensuring consistent adherence to established service level agreements (SLAs). Regularly review ticket queues to prioritize tasks, identify bottlenecks, and allocate resources effectively. Analyze ticket resolution times and service quality to ensure the team meets or exceeds SLAs and implement process improvements as needed to maintain high standards of responsiveness and stakeholder satisfaction

Build and nurture relationships with key insurance carriers and technology vendors to improve cooperation, responsiveness, and define best practices

Monitor carrier, state, and legal requirements related to licensing and onboarding to ensure full compliance

Collaborate with internal stakeholders (Sales, Compliance, IT, Finance, and M&A) to align processes and resolve escalated issues

Track, analyze, and report on departmental KPIs, providing regular status updates to local offices and senior leadership

Lead, mentor, and support agency onboarding, carrier portal, and licensing teams, including US-based and offshore staff

Manage departmental resources, including budget, schedules, and projects, ensuring alignment with organizational objectives

Develop and continuously improve standard operating procedures for onboarding, licensing, and portal management

Perform other job-related duties as assigned

Qualification

Insurance licensingCarrier contractingCompliance managementTeam leadershipKPI developmentMicrosoft Office SuiteAgentSyncProject managementFreshdeskAnalytical skillsBusiness acumenProblem-solving skillsOrganizational skillsAttention to detailCommunication skills