Experience:

Mid Level Salary:

$50,000 - $60,000 per year Job Details - This is a dual-function role for someone who thrives on process, detail, and being the go-to person who keeps an agency's back office running smoothly. You'll own the contracting and licensing pipeline for advisors and agents, and you'll also manage new business from intake through processing - reviewing, facilitating, and following applications all the way to issue. Key Responsibilities Manage the end-to-end contracting and licensing process for new and existing advisors/agents (state licensing, appointments, E&O, background checks, carrier contracting) Track and maintain licensing compliance, renewals, and continuing education requirements Serve as the primary point of contact for new business Process new business submissions and facilitate them through underwriting to issue, resolving outstanding requirements along the way Liaise with carriers, home office, and internal advisors to clear paperwork issues, missing requirements, or underwriting holds Maintain accurate records within agency management and carrier systems Support advisors and agency leadership with licensing, appointment, and case status updates Proactively troubleshoot delays to keep both licensing and new business pipelines moving efficiently Qualifications Prior experience in insurance/financial services contracting, licensing, and/or new business processing strongly preferred Familiarity with state insurance licensing requirements, carrier appointment processes, and underwriting/new business workflows Highly organized, detail-oriented, and comfortable managing multiple pipelines at once Strong communication skills — you'll be coordinating between advisors, carriers, and home office regularly Proficiency with Microsoft Office and agency/CRM systems A bit about us: - A well-established, growth-oriented financial services agency in Austin, affiliated with a top-tier mutual insurance and financial services company, is looking to add a Contracting & Licensing Specialist to its operations team. This agency has a strong local presence, a collaborative culture, and a track record of developing long-term careers for its staff and advisors alike. Why join us? - Competitive base salary Comprehensive health, dental, and vision coverage 401(k) with company match Paid time off and holidays Hybrid work flexibility Collaborative, growth-minded office culture Direct exposure to agency leadership and career growth potential within the organization #operations #new-business-intake #agency-operations #financial-representative-licensing #licensing-specialist #producer-licensing #tier6