Licensing Specialist (Remote)

Overview

This role is fully remote (work-from-home).

The Licensing Specialist initiates and monitors the lifecycle of agents appointed by various organizations, enabling agents to sell products for their appointing entity. The position ensures agents meet required federal and state licensing criteria and that agent data is accurately reflected across internal and external systems.

Responsibilities

• Initiate and monitor the lifecycle of agents appointed to enable product sales authorization.
• Maintain accurate agent records across multiple systems, including Mainframe, SOAR, CELS, OnBase, and government portals.
• Collect, evaluate, and verify licensing data from multiple sources; update records with urgency and attention to detail.
• Ensure accurate setup of agent hierarchy and licensing information to support downstream processes such as commission payments.
• Secure and process sensitive agent information in compliance with internal and external privacy regulations.
• Review appointment requests and ensure agents meet licensing and organizational criteria.
• Process appointments, terminations, demographic changes, and biographical updates.
• Monitor a shared inbox and respond to inquiries from agents, internal departments, or external regulatory agencies.
• Communicate with state Departments of Insurance and vendors on behalf of the organization.
• Escalate issues related to workflows, system discrepancies, or agent concerns to supervisors.
• Respond to agent questions via phone and email, providing appropriate guidance and support.

Requirements

• High school diploma or equivalent work experience.
• 0–1 year of relevant administrative or office experience required.
• Basic understanding of administrative or data entry tasks; ability to learn compliance-driven processes through training.
• High attention to detail and accuracy when entering data and handling documentation.
• Ability to maintain confidentiality and follow established procedures for sensitive information.
• Willingness and ability to learn multiple systems, including internal platforms and external government portals.
• Basic proficiency with Microsoft Office (Outlook, Word, Excel).
• Clear written and verbal communication skills; ability to follow instructions and respond professionally.
• Dependable, organized approach and ability to stay focused during repetitive or routine work.
• Receptive to feedback and direction from supervisors and team leads.

Preferred Qualifications

• Experience in insurance or licensing (not required).

Compensation & Benefits

• Competitive compensation designed to reflect expertise and contribution.
• Comprehensive health, dental, and vision insurance.
• Life insurance benefits and retirement plans, including company-matched 401k and pension plan.
• Paid holidays and time off.
• Parental leave.
• Subsidized all-in-one subscriptions to support fitness, mindfulness, nutrition, and sleep goals.
• Company-paid counseling for mental health, stress management, and work-life balance.
• Continued education reimbursement eligibility, and company-paid FLMI and ICA courses.
• Discounted Texas Rangers tickets for a visit to Globe Life Field.

Location

Remote / work-from-home.