Sr Contracting and Licensing Specialist

WoodmenLife•Omaha, NE

1d•Hybrid

About The Position

In this role, you will serve as a subject-matter expert responsible for leading complex contracting, licensing, and onboarding activities across WoodmenLife’s distribution channels for several thousand producers across the country. This role bridges compliance, operations, and distribution strategy by developing efficient processes, driving automation, and ensuring agents and partner firms are appointed accurately and on time. The position influences process design, manages high-risk cases, and ensures readiness for scalable channel growth. Ensures compliance to avoid regulatory penalties and supports revenue growth through timely onboarding. WoodmenLife is one of the best places to work in Omaha, with more than 135 years of service rooted in purpose and community. Since 1890, WoodmenLife has been dedicated to helping hardworking Americans secure their families’ financial futures and leave a lasting legacy. As a purpose‑driven, not‑for-profit life insurance company, our commitment is to our members and the communities they call home. As a member of the WoodmenLife family, you’ll join others who share a commitment to family, community, and country. We offer a comprehensive benefits package including health, dental, vision, 401(k), life insurance, and more. Apply today to learn more!

Requirements

Bachelor’s degree in Business, Finance, or related field, or equivalent experience.
3+ years of progressive experience in contracting, licensing, or distribution operations within life insurance or financial services.
Experience supporting multi-channel environments (career, independent, or IMO/BGA relationships).
Expertise interpreting state licensing regulations, appointment rules, and compliance requirements.
Demonstrated ability to improve processes and implement workflow or system enhancements.
Advanced proficiency in Microsoft Office and familiarity with contracting/licensing systems (e.g., SuranceBay, AgentSync, Vertafore).
Strong communication and collaboration skills, with ability to influence across teams and departments.
High attention to detail, sound judgment, and ability to manage sensitive and confidential information.

Responsibilities

Provides excellent customer service to include handling complaint/error situations that result in customer satisfaction. Meet expectations with accurate, complete, and timely service. Foster effective business relationships with Sales Representatives, Regional Admins, Recruiting Sales Managers and Regional Directors. Receive incoming inquiries, analyze and refer to appropriate Recruiting Sales Managers when necessary. Explain contractual provisions, federal laws, state regulations and WoodmenLife guidelines.
Meets expectations for attendance and punctuality in accordance with the expectations established by your supervisor and WoodmenLife policy.
Ability to maintain highly confidential information.
Own and manage complex contracting and appointment cases for both career and independent producers, partner firms, and distribution entities.
Serve as a strategic liaison across Distribution Leadership, Compliance, Operations, and partner firms to support the rollout and growth of the independent channel, while acting as the primary resource for contracting and licensing inquiries from field leaders, commissions, and internal stakeholders.
Draft, review, and interpret agent or firm contracts, amendments, and addenda; escalate exceptions appropriately.
Lead due diligence for new distribution partners, including verification of E&O, AML, background checks, and hierarchy setup.
Manage producer licensing, appointment, and renewals across all states and distribution channels.
Interpret and apply state regulations; provide regulatory guidance to Sales Management, Legal, and compliance.
Develop, document, and maintain workflows, checklists, and quality control procedures for contracting and licensing operations.
Serve as internal system expert for the contracting/licensing platform; lead process improvements and automation initiatives.
Perform audits and ensure internal controls to maintain regulatory compliance and data accuracy.
Act as the go-to expert for contracting/licensing questions from field leaders, compliance, commissions, and partner firms.
Provide input to leadership on contracting policies, SLAs, and best practices; identify and implement process enhancements.
Mentor and train junior staff; lead internal knowledge-sharing sessions.
Track, analyze, and report on key metrics (cycle time, backlog, error rates, compliance status) to identify improvement opportunities.
Support cross-departmental initiatives such as automating onboarding workflows, system integrations, expanding operations into additional states, and coordinating the onboarding of new distribution partners to support organizational growth and efficiency