Licensing, Contracting & Carrier Relations Manager

Leavitt Group•South Salt Lake, UT

1d•Hybrid

About The Position

The Licensing, Contracting & Carrier Relations Manager is responsible for ensuring all advisors, producers, agencies, and partners are properly licensed, contracted, appointed, certified, and authorized to conduct business across all supported markets. This role serves as the central point of ownership for producer readiness, carrier relationships, marketplace certifications, compliance administration, onboarding, and carrier expansion initiatives. This position directly impacts regulatory compliance, producer productivity, revenue generation, commission accuracy, and organizational scalability.

Requirements

Bachelor's degree preferred or equivalent experience.
3+ years in insurance licensing, contracting, carrier relations, compliance, or agency operations.
Experience with ACA, ICHRA, Medicare, or Individual Health insurance markets preferred.
Experience working directly with insurance carriers and producer appointment systems.
Experience managing multi-state licensing requirements.
Salesforce experience preferred.
Microsoft 365 proficiency.
Excel reporting and tracking skills.
Ability to manage multiple carrier portals and certification platforms.

Responsibilities

Manage/track resident and non-resident licensing for all states/producers, including expirations, renewals (60-90 days in advance), and lines of authority (Life, Accident, Health, etc.).
Monitor continuing education (CE) requirements and communicate with producers.
Maintain accurate NPN and licensing records.
Manage agency affiliations and state updates, ensuring all producers remain compliant and eligible to sell.
Coordinate contracting for ACA, ICHRA, ancillary, and other organizational business lines.
Submit and track appointments for employees, partner agencies, and independent producers.
Manage writing IDs, carrier portal access, and onboarding requirements.
Monitor approval timelines and resolve contracting delays.
Support carrier expansion initiatives and new market entry efforts.
Manage FFM, SBM, AHIP, and carrier-specific certification requirements.
Track certification completion and readiness across all producers.
Maintain certification records and compliance documentation.
Ensure marketplace readiness prior to Open Enrollment periods.
Lead producer licensing and carrier onboarding processes, coordinating contracting, appointments, certifications, and access requirements.
Establish onboarding checklists and timelines to ensure new producers are fully ready to write business efficiently.
Develop and maintain carrier relationships.
Act as the primary operational contact for appointment and contracting issues.
Coordinate resolution of carrier escalations.
Monitor carrier requirements and communicate operational changes internally.
Manage producer transfers, book transfers, agent-of-record processes, and appointment transfers.
Support agency hierarchy changes and carrier transitions.
Administer onboarding and compliance requirements for 1099 and agency partner producers.
Maintain complete electronic producer records.
Track E&O coverage and compliance documentation.
Maintain contracting, appointment, certification, and licensing records.
Ensure audit readiness and regulatory compliance.
Provide regular reporting on licensing status, appointment status, certification completion, expiring licenses, carrier readiness, and contracting bottlenecks.
Identify process improvements and automation opportunities.