Casselberry, FL

Full time

Position Overview:

We are seeking a detail-oriented and experienced Life Insurance Enrollment and Licensing Specialist 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