Licensing, Contracting & Carrier Relations Manager

Licensing, Contracting & Carrier Relations Manager

Location: Fully Remote : Salt Lake City, UT / Hybrid

Department: Operations

Reports To: VP of Operations

Position Summary

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.