Life Insurance Contracting Manager Position Available In Seminole, Florida
Tallo's Job Summary: The Life Insurance Contracting Manager position at Blueprint Investment Group in Casselberry, FL offers a salary range of $45,000 to $55,000 per year. This role involves managing agent onboarding, coordinating with carriers, IMOs, and FMOs, and overseeing contracting pipelines. Qualifications include 2+ years of experience in life insurance contracting and strong knowledge of life insurance products and carrier systems. Preferred skills include familiarity with underwriting classes and risk categories. The position provides a competitive compensation package, flexible work environment, career growth opportunities, and exposure to a variety of life insurance products.
Job Description
Life Insurance Contracting Manager
Blueprint Investment Group Casselberry, FL Full-time Insurance
Posted on April 09, 2025
Salary:
$45,000 – $55,000 per year
Casselberry, FL
Full time
Position Overview:
We are seeking a detail-oriented and experienced Life Insurance Contracting Manager to join our growing team. This role is responsible for managing the full agent onboarding and contracting lifecycle, with a focus on life insurance carriers. The ideal candidate has strong knowledge of life insurance products, carrier processes, and the nuances of working with IMOs, BGAs, and paramed vendors. This is a vital role supporting internal teams and external partners in delivering a smooth and compliant onboarding experience.
Key Responsibilities:
Facilitate life insurance agent contracting with multiple carriers, ensuring all licensing, E&O, AML, and background requirements are met.
Coordinate with carriers, IMOs, and FMOs to manage appointments, escalations, and case follow-ups.
Enter and manage applications via carrier portals.
Oversee and schedule eMeds/parameds through vendors such as ExamOne and follow up on outstanding medical or underwriting requirements.
Conduct agent and client screening, including license checks, NIPR reviews, and compliance validations.
Manage contracting pipelines and dashboards using Excel and/or CRM tools; track contracting status and timelines.
Submit and process eApplications and paper apps, ensuring accuracy and completeness of all required forms (including suitability and replacement forms).
Navigate licensing platforms such as SureLC, NIPR, and carrier-specific portals for new appointments and renewals.
Understand pre-appointment and just-in-time (JIT) state rules and ensure timely appointment filings.
Maintain strong relationships with carrier new business teams, underwriters, and IMO partners to resolve issues quickly.
Qualifications:
2+ years of experience in life insurance contracting, licensing, or back-office support.
Strong working knowledge of life insurance products (term, whole, IUL, GUL, final expense) and riders.
Familiarity with carrier systems, illustration requirements, and state-specific documentation.
Experience coordinating with IMOs/FMOs and paramed vendors.
Proficient in Excel for reporting, data entry, and tracking agent pipelines.
Experience with contracting systems such as SureLC, FireLight, iPipeline, or similar platforms.
Strong organizational skills with the ability to manage multiple priorities.
Excellent verbal and written communication skills.
Preferred Skills:
Familiarity with underwriting classes and risk categories (Preferred Plus, Standard, etc.).
Knowledge of compliance requirements including AML training, CE credits, E&O insurance, and the NAIC Best Interest Rule.
Experience working in a fast-paced agency or brokerage environment.
Bilingual capabilities are a plus.
What We Offer:
Competitive compensation
Flexible work environment (remote/hybrid options)
Career growth within a supportive, knowledgeable team
Exposure to top carriers and a wide range of life insurance products
