Insurance Licensing, Appointments, and Certification Manager

Who We're Looking For - Insurance Licensing, Appointments & Certifications Manager

The Insurance Licensing, Appointment, and Certification Manager oversees the state licensure, insurance carrier contracting and appointment of agents, and the certification and "ready to sell" status of all agents selling and marketing insurance plans. You will be responsible for the process starting from pre-hire verification of license and contracting eligibility and status, to the agent being ready to sell with insurance carriers. You will utilize our internal and third-party systems and will be responsible for the accuracy of data. You will oversee and ensure that agents have completed renewal requirements and yearly certification for our insurance carriers.

• Licensing Compliance: Ensuring that all insurance agents and brokers possess the necessary licenses to sell insurance products in the states where they operate. This involves keeping track of licensing requirements and deadlines, submitting license applications, and renewing licenses as needed.
• Regulatory Compliance: Staying up-to-date with state insurance laws, regulations, and licensing requirements to ensure that the organization remains compliant with all applicable regulations. This may involve interpreting complex regulatory guidelines and implementing processes to ensure compliance.
• License Maintenance: Managing the process of obtaining and maintaining insurance licenses for agents and brokers, including monitoring continuing education requirements and ensuring that licenses are renewed on time.
• Training and Education: Providing training and education to insurance agents and brokers on licensing requirements, regulations, and compliance procedures. This may involve conducting training sessions, developing educational materials, and offering support to agents seeking to obtain or renew licenses.
• Record Keeping: Maintaining accurate records of all licensing activities, including license applications, renewals, continuing education credits, and compliance audits. This may involve using specialized software systems to track licensing information and ensure that records are complete and up-to-date.
• Communication: Serving as a point of contact for insurance agents, brokers, regulatory agencies, and internal stakeholders regarding licensing matters. This may involve answering questions, resolving issues, and providing guidance on licensing requirements and procedures.
• Audits and Reporting: Coordinating and participating in internal and external audits to ensure compliance with licensing regulations. This may involve preparing reports, gathering documentation, and implementing corrective actions as needed to address any compliance deficiencies.
• Policy Development: Assisting in the development and implementation of policies and procedures related to licensing and compliance to ensure that the organization operates in accordance with regulatory requirements and industry best practices.
• Carrier Appointments: Manage and oversee the carrier appointment process ensuring that all agents are appointed and ready to sell with applicable carriers. Communicate and attend meetings with carrier partners as needed to ensure timely processing and updates of requests. Ensure that Clearlink's systems are accurate and correct to avoid any unqualified sales.

• Excellent communication skills (both written and verbal)
• Time management skills with a proven ability to meet deadlines
• Strong analytical and problem-solving skills
• Regulatory Compliance knowledge
• Licensing Process Management
• Leadership and Team Management
• Attention to detail
• Technical Proficiency
• Ethical Conduct

• Minimum of 3- 5 years of experience in a related field
• Bachelor's Degree in relevant field - preferred not required

• 🩺Healthcare: We offer low-cost, competitive health coverage (domestic partners included!) with employer-paid counseling services.
• 💰Invest in the Future: Enjoy 401(k) matching after just two months of employment, with employer matching starting at ~3%.
• 🧘‍♀️Lifestyle Spending Stipends: Access an employer-paid spending account for physical, financial, and emotional wellbeing expenses.
• 🏝️Flexible Time Off: We offer competitive time-off balances that accrue weekly, just like your paycheck. (Yes, we're paid weekly too!)
• 👶🏻Parental Leave: We provide 2 weeks of paid parental leave during the first year and up to 6 weeks after one year of employment.
• ✈️Generous Paid Holidays: Celebrate cultural diversity with additional flex holidays in addition to our company paid holidays.
• 🏠Hybrid Work Options: Embrace the flexibility and collaboration of hybrid working. This position will be expected to work in the office 4 days and remotely 1 day a week.
• 🌎World Class Facility: With onsite restaurants, a 7,000 sqft gym, pickleball & basketball courts, spin class/pilates room, bikes, massages, and so much more.
• 🛟Comprehensive Life Insurance: Ensure peace of mind with coverage that extends beyond the workplace with employer paid life insurance (including coverage for dependents and spouses).

• Once your application is submitted, we will review it and be in touch
• 30-min phone call with the Recruiting Team
• 30-min - 1 hour interview with the Hiring Manager
• 30-min - 1 hour interview with a Clearlink Panel

• Partnered with The Period Project for easy access to menstrual hygiene products.
• Awarded the 2022 Shatter List for breaking glass ceilings in technology.
• Received the 2023 Women's Leadership Institute Award, pledging to elevate women's leadership.

• Create Community
• Learn & Grow
• Embrace Opportunity
• Act Like An Owner
• Respect Every Person

• Partnered with The Period Project for easy access to menstrual hygiene products.
• Awarded the 2022 Shatter List for breaking glass ceilings in technology.
• Received the 2023 Women's Leadership Institute Award, pledging to elevate women's leadership.

• Create Community
• Learn & Grow
• Embrace Opportunity
• Act Like An Owner
• Respect Every Person