Insurance Lounge

Operations

• Review, process, and submit contracting and appointment paperwork for new hires, franchisees, and agents
• Partner directly with carriers and state Departments of Insurance to secure licensing, appointments, access, and state affiliations
• Ensure accurate hierarchy setup and correct commission structure alignment
• Maintain accurate and organized licensing and appointment records
• Communicate clearly with internal teams, leadership, and partners regarding licensing and contracting status
• Monitor regulatory changes and communicate updates when needed
• Assist with hierarchy and commission audits
• Conduct background checks when required for licensing related items
• Support special projects as assigned
• Build, document, refine, and streamline licensing and contracting processes to improve efficiency, consistency, and scalability as we grow

Licensing & Carrier Access Operations Specialist