Team Lead of Contracting and Licensing

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About the Role:

We are seeking a Team Lead, Contracting and Licensing to lead and manage Sales Advisor onboarding, licensing, and contracting operations. This role serves as a critical connection between Insurance Supermarket Inc., Sales Advisors and insurance carriers. The ideal candidate brings strong organizational and communication skills, industry knowledge, and a proactive, solutions-oriented mindset.

Key Responsibilities:

  • Serve as the primary point of contact for all contracting and licensing matters with Sales Advisors and internal stakeholders.
  • Oversee and manage the Sales Advisors onboarding process, including contracting and application workflow from submission to policy activation.
  • Respond to and resolve Tier 1 escalations in collaboration with compliance, operations leadership, and carrier partners.
  • Communicate with Sales Advisors and carriers to obtain and track outstanding requirements for policy issuance.
  • Maintain an accurate and up-to-date electronic filing system for all licensing and contracting documents.
  • Provide expert-level support to Sales Advisors on licensing and contracting procedures while providing assistance with carrier appointments.
  • Review operational reports daily and take appropriate action based on findings.
  • Support training and onboarding of new team members; act as a mentor and subject matter expert within the department.
  • Assist with quality assurance processes and keep internal reference documentation current.
  • Conduct audits to detect and correct processing errors and escalate issues when necessary.
  • Participate in ongoing projects and contribute to process improvements.

Qualifications and Skills:

  • AIRC (Associate, Insurance Regulatory Compliance) certification is preferred.
  • 1–2+ years of experience in insurance operations, contracting/licensing, or a related field.
  • Solid understanding of life insurance industry processes and broker management.
  • Excellent written and verbal communication skills.
  • Highly organized with strong attention to detail.
  • Ability to manage multiple priorities in a fast-paced remote environment.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook),
  • Google Workspace (Sheets, Slides, Docs), and Adobe Pro.
  • Strong analytical and problem-solving skills.
  • Experience mentoring or training others is a plus.

What We Offer:

  • Competitive Salary
  • Paid vacation and PTO
  • Paid holidays
  • Medical, dental, and vision benefits
  • Full-time remote work from anywhere in the U.S.

Who we are:

With operations in Canada and US, Insurance Supermarket Inc. is one of the largest and fastest-growing independently owned Insurance Technology companies in the US. We offer comprehensive Life Insurance products that help many Americans with their life insurance needs. Over 250,000 Canadians a year have relied on our advice, and we have provided more than 10 billion dollars in insurance coverage and well on our way to achieve the same within the US.

Our employees are professional, proactive, passionate, team players and persevere in the face of challenges.

We hire individuals based not only on their expertise, but also on their passion for helping others, and those who live by our core values every day. Our position will appeal to individuals who want to work for an exciting and growing organization and are mature and self-motivated – we look forward to meeting you!

If you can confidently demonstrate that you meet the criteria above, we encourage you to contact us as soon as possible.

Please note: Due to the high volume of applications, we will only be reaching out to candidates whose qualifications closely align with the role requirements. We appreciate your interest and understanding.

This job description outlines the general responsibilities and requirements of the role. Duties may evolve as business needs change, and additional tasks may be assigned as necessary.

How to Apply:

If this opportunity sounds like a fit, please send your resume to [email protected]. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

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