Broker Licensing Specialist

Relation Insurance Services • Springfield Township, PA

3d • $15 - $41

About The Position

The Broker Licensing Specialist supports the Brokerage Consultants by managing the administrative, licensing, and application-processing functions necessary to onboard and maintain producers. The individual in this role ensures all required documentation is complete, accurate, and submitted properly; oversees licensing from start to finish; troubleshoots issues that prevent agents from writing business; and processes applications and submissions efficiently.

Requirements

• High school diploma or equivalent.
• 1–2 years of experience in insurance operations, licensing, or administrative processing.
• Strong attention to detail, accuracy, and organization.
• Strong communication and customer service skills.
• Ability to manage multiple deadlines in a fast-paced environment.
• Proficiency in Microsoft Office and ability to learn new systems.

Nice To Haves

• Experience in life or annuity insurance operations or compliance preferred.
• Familiarity with state DOI systems, NIPR, or carrier portals preferred.

Responsibilities

• Manages the full licensing and appointment process for new and existing producers.
• Reviews all paperwork and online submissions for accuracy and completeness.
• Works directly with brokers to gather missing items or correct errors.
• Submits licensing requests, tracks progress and follows up as needed.
• Notifies brokers when they are approved and ready to write or unable to write due to outstanding requirements.
• Troubleshoots appointment issues, delays, expirations, or compliance barriers.
• Reviews, prepares, and submits application packets for life and/or annuity business.
• Ensures forms meet carrier standards and regulatory requirements.
• Tracks application status and provides updates to Consultants and brokers.
• Coordinates with underwriting, case managers, and carriers to resolve processing issues.
• Maintains accurate licensing, appointment, renewal, and application records.
• Monitors upcoming license expirations and communicates proactively.
• Assists the Brokerage Consultants with reporting and documentation needs.
• Provides strong customer service to brokers, carriers, and internal teams.
• Supports special projects, audits, and workflow improvements as assigned.
• Performs other projects, duties, and tasks, as assigned.

Benefits

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED