Director of Licensing – Carrier Contracting

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October 22

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OneDigital

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Insurance • Finance • HR Tech

OneDigital is a company that specializes in providing insurance, financial services, and HR consulting solutions. By leveraging technology and innovation, OneDigital aims to transform complex and inefficient landscapes through business automation, APIs, product development, and AI. Their services include employee benefits consulting, property and casualty insurance, retirement plan administration, and wealth management. OneDigital is committed to diversity, equity, inclusion, and belonging within its corporate culture and offers a range of services aimed at helping businesses and individuals achieve their aspirations of health, success, and financial security.

1001 - 5000 employees

Founded 2000

💸 Finance

👥 HR Tech

📋 Description

• Develop and implement departmental strategies to support organizational growth, process efficiency, and team development • Oversee the integration of newly acquired agencies, ensuring timely migration of books of business in compliance with carrier requirements • Manage all aspects of agent and agency licensing, including application submission, renewals, compliance monitoring, and issue resolution • Establish, document, and maintain standardized processes and service level agreements (SLAs) for all teams • Maximize the use of technology platforms (e.g., AgentSync), implement best practices and align with industry standards • Oversee and manage the team’s ticketing system (Freshdesk) • Build and nurture relationships with key insurance carriers and technology vendors • Monitor carrier, state, and legal requirements related to licensing and onboarding to ensure full compliance • Collaborate with internal stakeholders (Sales, Compliance, IT, Finance, and M&A) to align processes and resolve escalated issues • Lead, mentor, and support agency onboarding, carrier portal, and licensing teams

🎯 Requirements

• Minimum 8 years of progressive experience in the insurance industry, with at least 3 years in a management role • Bachelor’s degree preferred, or equivalent work experience • Proven leadership experience managing cross-functional and remote/offshore teams • Expertise in insurance licensing, carrier contracting, compliance, and agency onboarding • Demonstrated ability to develop and track KPIs, drive process improvements, and manage complex projects • Advanced proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and industry platforms such as AgentSync • Experience with Freshdesk preferred • Exceptional analytical, problem-solving, and organizational skills • Strong business acumen and attention to detail • Outstanding written and verbal communication skills, with the ability to interact effectively across all levels of the organization

🏖️ Benefits

• Health, wellbeing, retirement, and other financial benefits • Paid time off • Overtime pay for non-exempt employees • Robust learning and development programs • Reimbursement of job-related expenses per the company policy • Employee perks and discounts