Contracting & Licensing Specialist

Contracting & Licensing Specialist

$50000 - $60000 per year | Rollingwood, TX | Hybrid | Permanent

A well-established, growth-oriented financial services agency in Austin, affiliated with a top-tier mutual insurance and financial services company, is looking to add a Contracting & Licensing Specialist to its operations team. This agency has a strong local presence, a collaborative culture, and a track record of developing long-term careers for its staff and advisors alike.

• Competitive base salary
• Comprehensive health, dental, and vision coverage
• 401(k) with company match
• Paid time off and holidays
• Hybrid work flexibility
• Collaborative, growth-minded office culture
• Direct exposure to agency leadership and career growth potential within the organization

This is a dual-function role for someone who thrives on process, detail, and being the go-to person who keeps an agency's back office running smoothly. You'll own the contracting and licensing pipeline for advisors and agents, and you'll also manage new business from intake through processing - reviewing, facilitating, and following applications all the way to issue.

• Manage the end-to-end contracting and licensing process for new and existing advisors/agents (state licensing, appointments, E&O, background checks, carrier contracting)
• Track and maintain licensing compliance, renewals, and continuing education requirements
• Serve as the primary point of contact for new business
• Process new business submissions and facilitate them through underwriting to issue, resolving outstanding requirements along the way
• Liaise with carriers, home office, and internal advisors to clear paperwork issues, missing requirements, or underwriting holds
• Maintain accurate records within agency management and carrier systems
• Support advisors and agency leadership with licensing, appointment, and case status updates
• Proactively troubleshoot delays to keep both licensing and new business pipelines moving efficiently

• Prior experience in insurance/financial services contracting, licensing, and/or new business processing strongly preferred
• Familiarity with state insurance licensing requirements, carrier appointment processes, and underwriting/new business workflows
• Highly organized, detail-oriented, and comfortable managing multiple pipelines at once
• Strong communication skills — you'll be coordinating between advisors, carriers, and home office regularly
• Proficiency with Microsoft Office and agency/CRM systems

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