Consultant II,Licensing Job Madison area,Wisconsin USA,Business

Provide subject matter expertise on licensing, appointment, and compliance quality assurance activities for individuals and entities under company requirements and U.S. and Canadian regulations
Establish and strengthen business relationships, provide consultative guidance, and serve as a point of contact for licensing, appointment, and compliance matters
Interpret state, provincial, and federal requirements and operational trends to recommend best practices and support fact-based decision making
Solve complex operational problems by identifying root causes, recommending solutions, implementing actions, and communicating progress
Lead functional teams or projects impacting Licensing using project management, team building, and change management practices
Identify and map gaps, controls, risks, and process dependencies across compliance, licensing, and appointment activities
Create quality control systems, testing practices, training resources, and monitoring processes
Prepare and present compliance risk, quality assurance, licensing and appointment trends, reporting, and recommendations to business and compliance leaders
Support agent onboarding and distributor readiness, including agent tracking, onboarding issue resolution, hierarchy validation, and escalation of licensing, appointment, system, or access issues
Develop and maintain standard operating procedures, checklists, escalation paths, training materials, and recurring status reports
Support Canadian insurance distribution and licensing processes, including provincial requirements, agent and distributor hierarchy structures, Canada General Agency model considerations, and specialized Canadian distribution programs

Requirements

Bachelor’s degree in business, insurance, compliance, or related field, or equivalent combination of education and/or related professional work experience
6+ years of demonstrated proficiency working in financial services, insurance, investment, compliance, or related industry
3+ years of demonstrated experience working in licensing, appointment, insurance compliance, quality assurance, reporting, metrics, user acceptance testing, or related compliance processes
Strong project management, process improvement, change management, organization, prioritization, training, stakeholder engagement, and technical skills
Proficiency with Microsoft Windows, Word, Outlook, Excel, PowerPoint, Lexis, and relevant licensing, appointment, workflow, or reporting systems
Ability to communicate clearly and effectively verbally and in writing
Ability to design and deliver effective presentations to varied audiences
Demonstrated relationship management and consulting skills
Ability to influence, persuade, challenge assumptions, work cross-functionally, coach sponsors and stakeholders, exercise discretion and sound judgment, and work independently with minimal guidance
Specialized expertise across compliance activities, licensing, appointment, quality assurance, operational controls, issue management, control testing, monitoring, and process improvement
Knowledge of company insurance and non-insurance product offerings, distribution models, company structure, customer experience considerations, and related compliance obligations
Ability to define, evaluate, and communicate processes, controls, metrics, testing results, operational trends, regulatory impacts, control gaps, operational risks, process dependencies, and improvement opportunities
Ability to provide guidance for compliance projects, licensing and appointment initiatives, process enhancements, user acceptance testing, and complex problem solving
Working knowledge of Canadian provincial insurance distribution or licensing requirements, or ability to apply licensing and compliance…

Consultant II, Licensing