Associate, Producer Contracting

National Life Insurance Company•Montpelier, VT

1d•$18 - $26•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-focused contracting services to National Life Group distributors and employees while supporting company growth and expense management initiatives. The position currently follows an onsite schedule, with four days per week in the office on Monday through Thursday. The schedule and core days may change with advance notification and manager discretion. The associate evaluates agent qualifications and licensing status, manages compliance-related contracting and commission processes, supports producers and internal partners, and contributes to workflow, service, and efficiency improvements. Candidates must pass a background check that may include fingerprinting. Visa sponsorship is not offered.

Requirements

1–2 years of experience in a home-office or field-office setting; familiarity with state regulations and contracts.
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 with people contacted in the course of work.
Ability to pass a background check that may include fingerprinting.
Use approved AI tools appropriately, review and validate AI-generated content, and remain accountable for the accuracy, quality, fairness, and integrity of work products.
Use AI responsibly and comply with company policies on confidentiality, data privacy, security, compliance, retention, and intellectual property.

Nice To Haves

College degree.
Experience in the insurance or another regulated financial services industry.
LOMA courses or related life insurance experience or training.

Responsibilities

Evaluate prospective agents’ qualifications through criminal and credit background reviews and examination of state licensing regulatory issues; determine what requirements may be needed to address negative information.
Work with recruiters, marketing, general agencies, managing general agencies, office managers, and management to obtain support 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 may 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 of state regulatory changes concerning licensing for life, annuity, long-term care, indexed annuity, and variable products.
Ensure ALC, AMS, and payroll systems accurately reflect agent licensing status, commissions, and represented companies to help protect the company and agents from regulatory actions and penalties.
Ensure quality and time-service standards are met.
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.