Director of Licensing & Carrier Contracting - Remote (CST or EST)

OneDigital

78d • $100,000 - $120,000

About The Position

OneDigital is a leading strategic advisory firm focused on delivering comprehensive employee benefits, insurance, and HR solutions. Our mission is to empower businesses and individuals through innovative, compliant, and efficient services that drive growth and operational excellence. The Director of Licensing & Carrier Contracting leads all aspects of insurance licensing, carrier appointments, carrier portal access, and agency book of business migration for our Employee Benefits and Property & Casualty practices. This role ensures seamless onboarding and integration for new and existing associates, driving operational excellence and regulatory compliance. The Director oversees a diverse team of US-based and offshore professionals, fostering a culture of continuous improvement and high performance.

Requirements

• Minimum 8 years of progressive experience in the insurance industry, with at least 3 years in a management role.
• Bachelor’s degree preferred, or equivalent work experience.
• Proven leadership experience managing cross-functional and remote/offshore teams.
• Expertise in insurance licensing, carrier contracting, compliance, and agency onboarding.
• Demonstrated ability to develop and track KPIs, drive process improvements, and manage complex projects.
• Advanced proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and industry platforms such as AgentSync.
• Experience with Freshdesk preferred.
• Exceptional analytical, problem-solving, and organizational skills.
• Strong business acumen and attention to detail.
• Outstanding written and verbal communication skills, with the ability to interact effectively across all levels of the organization.

Responsibilities

• Develop and implement departmental strategies to support organizational growth, process efficiency, and team development, with clear KPIs for licensing and carrier appointment timeliness and accuracy and book of business migration completion.
• Oversee the integration of newly acquired agencies, ensuring timely migration of books of business in compliance with carrier requirements.
• Manage all aspects of agent and agency licensing, including application submission, renewals, compliance monitoring, and issue resolution.
• Establish, document, and maintain standardized processes and service level agreements (SLAs) for all teams, regularly reviewing performance metrics and driving continuous improvement.
• Maximize the use of technology platforms (e.g., AgentSync), implement best practices and align with industry standards.
• Oversee and manage the team’s ticketing system (Freshdesk) by monitoring work volume, tracking performance metrics, and ensuring consistent adherence to established service level agreements (SLAs).
• Regularly review ticket queues to prioritize tasks, identify bottlenecks, and allocate resources effectively.
• Analyze ticket resolution times and service quality to ensure the team meets or exceeds SLAs and implement process improvements as needed to maintain high standards of responsiveness and stakeholder satisfaction.
• Build and nurture relationships with key insurance carriers and technology vendors to improve cooperation, responsiveness, and define best practices.
• Monitor carrier, state, and legal requirements related to licensing and onboarding to ensure full compliance.
• Collaborate with internal stakeholders (Sales, Compliance, IT, Finance, and M&A) to align processes and resolve escalated issues.
• Track, analyze, and report on departmental KPIs, providing regular status updates to local offices and senior leadership.
• Lead, mentor, and support agency onboarding, carrier portal, and licensing teams, including US-based and offshore staff.
• Manage departmental resources, including budget, schedules, and projects, ensuring alignment with organizational objectives.
• Develop and continuously improve standard operating procedures for onboarding, licensing, and portal management.
• Perform other job-related duties as assigned.

Benefits

• Health, wellbeing, retirement, and other financial benefits.
• Paid time off.
• Overtime pay for non-exempt employees.
• Robust learning and development programs.
• Reimbursement of job-related expenses per the company policy.
• Employee perks and discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees