Licensing & Contracting Associate

HUB International • Akron, OH

3d • $24 - $26

About The Position

The Licensing & Contracting (L&C) Associate is a primary point of contact for agents and producers navigating state licensing and carrier contracting. The role manages the full carrier contracting lifecycle—from initial application and training compliance through confirmed carrier appointment—and supports state licensing activity, including new applications and renewals. The Associate works with carriers, producers, and internal leadership to ensure processes are efficient, compliant, and accurate. The role is suited to a detail-oriented professional with insurance industry experience; scope and responsibilities may be adjusted for candidates with more senior backgrounds.

The position supports producers through licensing applications, renewals, and license monitoring; manages carrier contracts and appointments; communicates training and compliance requirements; responds to producer and carrier inquiries; and maintains accurate records and documentation. Work location is flexible. Candidates near the Providence, Rhode Island offices are expected to work hybrid onsite three days per week; candidates outside those areas may work fully remotely.

Requirements

• High school diploma required.
• One to five or more years of experience in an office environment required.
• Strong attention to detail and understanding of its impact on compliance and customer outcomes.
• Exceptional organizational skills, with the ability to manage multiple workflows and prioritize effectively.
• Comfort with technology and ability to navigate carrier websites, licensing portals, and internal systems accurately and efficiently.
• Strong problem-solving ability and a proactive, solutions-oriented mindset.
• Adaptability and openness to evolving processes as business or carrier requirements change.
• Proficiency in Microsoft Word and Excel, and comfort working with data and numbers.
• Excellent written and verbal communication skills, including professional phone and email etiquette.
• Ability to work independently as a self-starter and contribute effectively within a collaborative team.
• Ability to meet deadlines in a fast-paced, compliance-sensitive environment.
• Ability to interact professionally and credibly with agents, carriers, and internal leadership.

Nice To Haves

• Associate's or bachelor's degree.
• Life and/or health insurance industry experience.
• Prior experience with state licensing processes, carrier contracting, or an insurance agency or brokerage environment.
• Familiarity with licensing platforms.

Responsibilities

• Support producers with state license applications, renewals, and license-status monitoring.
• Verify that agents hold active, appropriate licenses in required states before contracting or conducting business.
• Track license expirations and proactively communicate renewal deadlines to agents and leadership.
• Liaise with state departments of insurance and licensing platforms, including Sircon and NIPR, to resolve application issues and status inquiries.
• Manage the end-to-end carrier contracting process for producers, from application preparation through confirmed appointment.
• Maintain working knowledge of carrier forms, documentation standards, and online contracting submission processes.
• Review, process, and distribute completed carrier contracts through appropriate internal channels.
• Follow up weekly on pending carrier appointments by phone, email, and carrier portals.
• Confirm agents are properly appointed with each insurance company before conducting business.
• Communicate carrier-specific product training, anti-money laundering (AML), and continuing education (CE) requirements to producers before sale.
• Track and document agent training completion to ensure compliance before business is submitted.
• Help agents with questions about training timelines, requirements, and platforms.
• Serve as a responsive point of contact for producers regarding contracting status, outstanding items, and next steps.
• Proactively follow up with agents and carriers to resolve open items and prevent contracting delays.
• Maintain accurate, current records in the agency management system, including received requirements and outstanding items.
• Update the Paperclip document imaging system with current contracts, correspondence, and supporting documentation.
• Manage assigned tasks and follow-ups by their due dates and maintain accountability for completion.

Benefits

• Structured training, licensing support, and ongoing development opportunities.
• Comprehensive health benefits.
• Retirement savings matching.
• Company-paid life and disability plans.
• Paid time off, including vacation, sick, personal, floating holidays, and company holidays.
• Paid parental leave.
• Wellbeing program.
• Potential eligible annual bonuses, equity, and commissions for some positions.
• Collaborative culture, community impact through HUB Gives, and career growth opportunities.

What This Job Offers

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