SDI Staffing
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Nancy Thai
Licensing and Contracting Manager
Job Description
Licensing and Contracting Manager needed for an agency located in Del Mar, CA
Our client is a premier distributor of life, annuity, long-term care, and securities-based insurance products serving financial professionals nationwide.
Are you ready to take the next big step in your career? As our Licensing and Contracting Manager, you’ll have the incredible opportunity to build, lead, and inspire your own team. You’ll be at the center of it all, working closely with Partners, Carriers, Advisors, and Marketers to ensure smooth processing of agent licenses and contracting requests. Along the way, you’ll get to train, coach, and mentor your team, helping them grow while driving success for the organization.
This is your chance to make an impact, elevate your leadership skills, and leave your mark on a growing and dynamic company!
Our client is a premier distributor of life, annuity, long-term care, and securities-based insurance products serving financial professionals nationwide.
Are you ready to take the next big step in your career? As our Licensing and Contracting Manager, you’ll have the incredible opportunity to build, lead, and inspire your own team. You’ll be at the center of it all, working closely with Partners, Carriers, Advisors, and Marketers to ensure smooth processing of agent licenses and contracting requests. Along the way, you’ll get to train, coach, and mentor your team, helping them grow while driving success for the organization.
This is your chance to make an impact, elevate your leadership skills, and leave your mark on a growing and dynamic company!
- HOURS: 9 am to 5 pm
- DURATION: Direct Hire
- WORKPLACE: In office
- PAY: $71,500 – $85,000 base salary + Bonus!
- BENEFITS: Comprehensive package including medical, dental, vision, life insurance, 401k with employer match, and paid time off
- Act as escalated point of contact
- Review and prepare incoming contracts for input into the electronic work stream
- Contact agents for missing documents
- Follow required departmental checklists and workflow items
- Process a high volume of work within established accuracy and time goals
- Review and analyze error notices on new policy applications
- Notify agents of required licensing, Errors and Omissions coverage, and Anti-Money Laundering training
- Advise internal New Business team of actions to take to resolve error messages
- Process agent License and Appointments by performing necessary transactions to process state licensing, including payment of fees to state insurance
- Complete agent terminations by sending letters and terminating agent record and state appointments in all required systems
- Communicate with agents, field force, state insurance departments and vendors via telephone or email
- Prepare reports for management and agents
- Relationship calls with Carriers and Partner Agencies
- Collaboration in the development of policies and procedures
- Performing audits; ongoing coaching, mentoring, and training of team
- 5+ years of life and annuity insurance industry experience
- Minimum 5 years in a management role in life and annuity insurance
- Strong knowledge of licensing and contracting processes within life and annuity insurance
- Proficiency in Microsoft Office Suite and Google Suite
- Excellent communication and conflict resolution skills
- Strong attention to detail and organizational skills
- Proven ability to lead teams with a servant leadership approach
- Ability to prioritize, delegate, and multitask in a fast-paced environment
Meet Your Recruiter
Nancy Thai
Account Manager
Since joining SDI Staffing in 2022, Nancy has demonstrated a strong aptitude for talent acquisition and client relations. She initially started as a Recruiter and has successfully transitioned into the role of an Account Manager. She has a deep passion for aiding candidates in their career journeys and takes great satisfaction in collaborating with clients to secure ideal candidates to add to their teams. Nancy's extensive knowledge in both Personal and Commercial Lines insurance, particularly with captive carriers, enables her to provide exceptional service. She works closely with clients to understand their specific needs and consistently delivers the perfect match for their offices.
In her free time, Nancy enjoys working out, trying out new restaurants, and spending time with her family.
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