Job Description

Licensing, Contracting & Carrier Relations Manager

Location: Fully Remote : Salt Lake City, UT / Hybrid
Department: Operations
Reports To: VP of Operations

The Licensing, Contracting & Carrier Relations Manager is responsible for ensuring all advisors, producers, agencies, and partners are properly licensed, contracted, appointed, certified, and authorized to conduct business across all supported markets. This role serves as the central point of ownership for producer readiness, carrier relationships, marketplace certifications, compliance administration, onboarding, and carrier expansion initiatives.

This position directly impacts regulatory compliance, producer productivity, revenue generation, commission accuracy, and organizational scalability.

Essential Responsibilities

Producer Licensing Management

• Manage/track resident and non-resident licensing for all states/producers

  • Expirations

  • Renewals (60-90 days in advance)

  • Lines of authority (Life, Accident, Health, etc.)

• Monitor continuing education (CE) requirements - communicate with producers

• Maintain accurate NPN and licensing records

• Manage agency affiliations and state updates

• Ensure all producers remain compliant and eligible to sell

• Agency affiliation updates

Carrier Contracting & Appointments

• Coordinate contracting for ACA, ICHRA, ancillary, and other organizational business lines

• Submit and track appointments for employees, partner agencies, and independent producers

• Manage writing IDs, carrier portal access, and onboarding requirements

• Monitor approval timelines and resolve contracting delays

• Support carrier expansion initiatives and new market entry efforts

Marketplace & Certification Management

• Manage FFM, SBM, AHIP, and carrier-specific certification requirements

• Track certification completion and readiness across all producers

• Maintain certification records and compliance documentation

• Ensure marketplace readiness prior to Open Enrollment periods

Producer Onboarding

• Lead producer licensing and carrier onboarding processes

• Coordinate contracting, appointments, certifications, and access requirements

• Establish onboarding checklists and timelines

• Ensure new producers are fully ready to write business as efficiently as possible

Carrier Relationship Management

• Develop and maintain carrier relationships

• Act as primary operational contact for appointment and contracting issues

• Coordinate resolution of carrier escalations

• Monitor carrier requirements and communicate operational changes internally

Book Transfers & Producer Administration

• Manage producer transfers, book transfers, agent-of-record processes, and appointment transfers

• Support agency hierarchy changes and carrier transitions

• Administer onboarding and compliance requirements for 1099 and agency partner producers

Compliance & Documentation

• Maintain complete electronic producer records

• Track E&O coverage and compliance documentation

• Maintain contracting, appointment, certification, and licensing records

• Ensure audit readiness and regulatory compliance

Reporting & Operational Oversight

• Provide regular reporting on:

  • Licensing status

  • Appointment status

  • Certification completion

  • Expiring licenses

  • Carrier readiness

  • Contracting bottlenecks

• Identify process improvements and automation opportunities

Required Qualifications

Education

• Bachelor's degree preferred or equivalent experience.

Experience

• 3+ years in insurance licensing, contracting, carrier relations, compliance, or agency operations

• Experience with ACA, ICHRA, Medicare, or Individual Health insurance markets preferred

• Experience working directly with insurance carriers and producer appointment systems

• Experience managing multi-state licensing requirements

Technical Skills

• Salesforce experience preferred

• Microsoft 365 proficiency

• Excel reporting and tracking skills

• Ability to manage multiple carrier portals and certification platforms

Success Measures

• Producers remain licensed and compliant

• Appointments completed accurately and on time

• Marketplace certifications completed before deadlines

• Carrier onboarding timelines improved

• Reduced compliance risk

• Improved visibility into producer readiness across markets

This job description is not designed to cover or to contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee.