Licensing Specialist

Gallagher•Orlando, FL

14h•Remote

About The Position

The Licensing Specialist helps ensure the agent population is properly licensed, appointed, and certified to support clients across the country. The role works with agents, carrier partners, compliance teams, and internal stakeholders to monitor requirements, maintain accurate records, and address licensing issues. This work supports agent onboarding, ongoing compliance, and operational efficiency. The position is fully remote.

Requirements

Bachelor's degree or at least 2 years of experience in insurance licensing or a similar role.
In-depth knowledge of state insurance regulations and licensing requirements.
Proficiency in licensing software and databases.
Experience maintaining accurate records and working across multiple systems, databases, and carrier portals.
Strong written and verbal communication skills to support agents, carriers, and internal business partners.
Working knowledge of state insurance licensing requirements, carrier appointments, and regulatory processes.
Strong attention to detail and ability to manage multiple priorities, deadlines, and competing requests.
Ability to analyze information, identify discrepancies, and drive timely resolution of licensing-related issues.
Intermediate proficiency with Microsoft Office applications, including Excel.
Ability to work independently while collaborating effectively within a remote team environment.

Nice To Haves

Medicare, health insurance, or insurance agency operations experience.

Responsibilities

Manage insurance licenses, carrier appointments, certifications, and related credentialing requirements.
Process licensing and appointment activities for new and existing agents.
Maintain accurate licensing records across internal systems, carrier portals, and databases.
Monitor renewal deadlines and compliance requirements to help ensure agents remain in good standing.
Communicate licensing status updates, outstanding requirements, and process changes to stakeholders.
Partner with agents, carriers, compliance teams, and business leaders to resolve licensing-related issues.
Support audits, reporting requests, and documentation reviews.
Research and resolve discrepancies while maintaining accuracy and attention to detail.
Identify opportunities to improve processes, workflows, and operational effectiveness.
Assist with special projects and other duties as assigned.