Associate, Producer Contracting

National Life Insurance•Addison, TX

1d•Onsite

About The Position

The Associate, Producer Contracting ensures accurate and timely processing of contracts, amendments, and appointments in compliance with state and federal licensing rules and regulations. The role provides customer-oriented contracting services to National Life Group distributors and employees while supporting company growth and expense-management initiatives. The position currently has an onsite schedule requiring four days in the office each week on Monday through Thursday. The schedule and core days may change with advance notification and manager discretion. The role requires assessing prospective agents’ qualifications and regulatory histories, maintaining accurate licensing and payment records, responding to producer questions, and supporting service, quality, and process-improvement goals. Associates are expected to use approved AI tools responsibly, validate AI-generated work, and follow company policies and guiding principles.

Requirements

1–2 years of experience in a home-office or field-office setting; insurance or other regulated financial services experience is preferred.
High school diploma.
Intermediate proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
Experience with mainframe processing and ability to use dual monitors.
Ability to meet established deadlines and work independently as well as collaboratively.
Ability to work in a fast-paced environment and strong interpersonal skills.
Ability to establish and maintain effective working relationships.
Must be able to pass a background check, which may include fingerprinting.
Exercise sound judgment when reviewing AI-generated content and remain accountable for accuracy, quality, fairness, and integrity of work products.
Use AI responsibly and comply with company policies concerning confidentiality, data privacy, security, compliance, retention, and intellectual property.

Nice To Haves

College degree preferred.
LOMA courses or related life insurance experience or training preferred.
Familiarity with state regulations and contracts.

Responsibilities

Evaluate prospective agents’ qualifications through criminal and credit background reviews and reviews of state licensing regulatory issues; determine requirements for processing negative information.
Work with recruiters, marketing, general agents, managing general agents, office managers, and management to obtain supporting documents or release letters; notify Legal and Marketing about issues or transfers.
Govern issuance of new business and commission payments until agents are legally licensed and contracted.
Evaluate and interpret state insurance regulatory requirements to ensure agents are compliant.
Review agents’ histories with company entities to determine eligibility for rehire or transfer.
Review vendor-generated reports for regulatory actions against current agents that could put the corporation at risk.
Adjust to changes in workflow and service demand, identify efficiencies, and recommend improvements.
Participate in cross-training within the unit.
Notify the field force about state-regulation changes concerning licensing for life, annuity, long-term care, indexed annuity, and variable products.
Ensure ALC, AMS, and payroll systems are coded correctly to reflect agents’ licensing status, commissions, and representing companies.
Meet quality and timeliness service standards.
Participate in new distribution initiatives and process- and efficiency-improvement initiatives.
Ensure MAR compliance.
Direct web security access for agents.
Research producer errors and questions and ensure timely responses.
Use approved AI tools where appropriate, review and validate AI-generated content, and follow company policies for responsible AI use.