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Position:

Senior Licensing & Contracting Specialist Reports to:

Manager, Operations Department:

Operations Position Type:

In-Office Classification:

Full-Time Available Location(s): 101 West Broadway, Suite 100 Monticello, MN 55362 900 Circle 75 Parkway SE, Atlanta, GA 30339 11512 El Camino Real #200, San Diego, CA 92130 •A remote opportunity may be considered if the candidate does not reside near an office location. Summary Our Sr. Specialist handles complex contracting while serving as a subject matter expert for other licensing specialists. Responsible for maintaining carrier relationships, and workflow management. This role is expected to lead by example in both execution and communication, consistently delivering best-in-class service to internal and external partners. Responsibilities include management of advanced licensing/contracting for advisors and sales consultants, mentoring team members, serve as an escalation point, resolve routine L&C service issues, ensure timely processing and follow-up of advisor contracts, support and communicate with advisors and internal sales professionals regarding new business requests or escalations

Primary Responsibilities :

Sub-IMO onboarding (block transfers) Provide regular feedback on policy/procedures and workflows Participate in carrier relationship calls Assist with intermediate training of new employees Handle escalated requests from ADC's and/or agents Minimal coaching opportunities provided during audits Provide team workload support

Qualifications:

1-2 years of contracting and licensing experience with an IMO/BGA, or insurance company Experience with SureLC Strong computer skills, comfortable working in a paperless environment Proficient in Microsoft Office (Word, Excel) Experience with G Suite and Salesforce preferred, not required

Core Competencies:

Communication:

Clearly and effectively communicating both verbally and in writing.

Efficiency:

Prioritizes and multitasks in fast-paced settings, delivering quality results with minimal errors.

Initiative:

An entrepreneurial self-starter who operates independently to exceed goals.

Discretion:

Proven ability to handle sensitive and confidential information with professionalism.

Reliability:

Possesses an honest, trustworthy demeanor that maintains optimism and boosts morale.

Collaboration:

Works effectively with others, integrating diverse perspectives to reach common goals.

Analysis:

Leverages analytical skills to identify challenges and generate innovative solutions.

Service:

Anticipates customer needs and consistently exceeds expectations while fostering relationships.

Adaptability:

Adjusting quickly and effectively to shifting priorities and evolving technologies.

Decisiveness:

Making timely, well-informed decisions that keep projects on task by assessing risks.

Essential Job Functions:

Maintain a stationary position (sitting or standing) for extended periods. Communicate and exchange accurate information clearly with peers, leadership, and external partners. Collaborate closely with colleagues and external parties to achieve project goals. Operate computers and standard office equipment on a constant basis. Perform repetitive motions involving wrists, hands, and fingers. Assist clients and colleagues via telephone, email, and in-person. Observe and analyze details at close range.

Travel Requirements:

Minimal to

None:

Approximately 0%-9% (Office-based with potential for trips for training or annual meetings).

Compensation & Benefits:

Compensation (based on experience)

Annual Base Salary:

$54,000-$70,000

Annual Performance Bonus Target:

10% Benefits Employee Benefits (Medical, Dental, Vision, Life Insurance, other) 401k with Employer Match Paid Time Off This role is an onsite position, but a remote opportunity may be considered if the candidate does not reside near an office location.","type","jobPosting","source","LC","accountId","37102547","organizationName","Simplicity Group","applicationUrl","https://www.indeed.com/viewjob?jk=e4da017c5a4f1ee6&from=serp&vjs=3","Monticello, MN","isRemote",true,"location",{"_285":286,"_287":288},"createdAt","2026-09-26T07:53:56.503281570Z","updatedAt","2026-09-25T13:31:49.281Z","publishedAt","2026-09-23T00:00:00Z","expiresAt","2026-10-26T00:00Z","status","active","isExpired","isDiscoverable","isSearchable","isSpotlight","isDraft","careerSkills",[198,199,200,201,202,203,204,205,206,207,208,209,210,211,212,213,214,215,216,217,218,219,220,221,222,223,224,225],"requiredEducation","na","benefitCategories",[194,195,196,197],"amount",62000,"isEmailRequired","isPhoneRequired","formattedDescription","

Position:

Senior Licensing & Contracting Specialist Reports to:

Manager, Operations Department:

Operations Position Type:

In-Office Classification:

Full-Time Available Location(s): 101 West Broadway, Suite 100 Monticello, MN 55362 900 Circle 75 Parkway SE, Atlanta, GA 30339 11512 El Camino Real #200, San Diego, CA 92130

•A remote opportunity may be considered if the candidate does not reside near an office location. Summary Our Sr. Specialist handles complex contracting while serving as a subject matter expert for other licensing specialists. Responsible for maintaining carrier relationships, and workflow management. This role is expected to lead by example in both execution and communication, consistently delivering best-in-class service to internal and external partners. Responsibilities include management of advanced licensing/contracting for advisors and sales consultants, mentoring team members, serve as an escalation point, resolve routine L&C service issues, ensure timely processing and follow-up of advisor contracts, support and communicate with advisors and internal sales professionals regarding new business requests or escalations

Primary Responsibilities :

Qualifications:

Core Competencies:

Communication:

Clearly and effectively communicating both verbally and in writing.

Efficiency:

Prioritizes and multitasks in fast-paced settings, delivering quality results with minimal errors.

Initiative:

An entrepreneurial self-starter who operates independently to exceed goals.

Discretion:

Proven ability to handle sensitive and confidential information with professionalism.

Reliability:

Possesses an honest, trustworthy demeanor that maintains optimism and boosts morale.

Collaboration:

Works effectively with others, integrating diverse perspectives to reach common goals.

Analysis:

Leverages analytical skills to identify challenges and generate innovative solutions.

Service:

Anticipates customer needs and consistently exceeds expectations while fostering relationships.

Adaptability:

Adjusting quickly and effectively to shifting priorities and evolving technologies.

Decisiveness:

Making timely, well-informed decisions that keep projects on task by assessing risks.

Essential Job Functions:

Travel Requirements:

Minimal to

None:

Approximately 0%-9% (Office-based with potential for trips for training or annual meetings).

Compensation & Benefits:

Compensation (based on experience)

Annual Base Salary:

$54,000-$70,000

Annual Performance Bonus Target:

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Find & Apply For Compensation / Benefits Analyst Jobs in Monticello, Minnesota

Senior Licensing & Contracting Specialist