Position Summary

The Licensing Coordinator is responsible for supporting Unison Risk Advisors licensing department through the accurate and timely renewal of agency and producer/adjuster insurance licenses. This role operates as a hands-on contributor within the Compliance function ensuring regulatory adherence data integrity and on-time execution of licensing projects.

This position partners closely with Legal HR Operations Accounting and Surplus Lines Departments as well as business stakeholders to support operational excellence respond to licensing requests and inquiries and help scale licensing processes across the organization. The role is primarily operational and execution-focused with opportunities to contribute to process improvements and compliance best practices.

Key Responsibilities

Hands-On Execution & Delivery

• Prepare and submit agency producer and adjuster license applications through licensing software NIPR or state specific portal
• Process new hire licensing paperwork.
• Track license approvals and deficiencies.
• Monitor resident license expirations and send reminders.
• Coordinate license reinstatements.
• Assist with name address and email changes to state insurance bureaus.
• Submit administrative action disclosures and supporting documentation.
• Request bonds needed for licensing.
• Track and maintain designated responsible licensed producers (DRLPs).
• Process agency ownership and officer changes.
• Manage Secretary of State registrations as they relate to licensing.
• Respond to carrier licensing verification requests.
• Respond to regulatory inquiries as needed.

Reporting Quality & Operational Support

• Maintain accurate licensing data in licensing software.
• Identify and resolve any discrepancies related to pending licensing submissions.
• Support internal licensing audits by reviewing reports on a routine basis.

Cross-Functional Partnership & Integration

• Partner with internal stakeholders (Legal HR Operations Accounting Surplus Lines and Producers) to identify and resolve issues and ensure smooth transaction processing.
• Provide guidance on pre-licensing courses and continuing education resources.
• Serve as a resource to employees regarding licensing related questions and requirements.

Growth Change & Special Initiatives

• Support onboarding of newly acquired entities into Unisons licensing processes systems and protocols.
• Identify opportunities to improve efficiency accuracy and scalability within licensing processes.

Process Improvement & Best Practices

• Stay informed on changes in licensing regulations and proactively recommend updates to processes.
• Contribute to documentation workflows and best practices to support consistent execution across the organization.
• Work seamlessly in partnership with fellow licensing department team members.

Accountability

• Ensuring timely and accurate license submissions.
• Demonstrating strong attention to detail urgency and ownership in all responsibilities.
• Maintaining high-quality documentation to support audit readiness and regulatory inquiries.
• Building effective working relationships across departments to ensure issue resolution and alignment.

Qualifications

Required

• 3 years of licensing experience with an insurance agency wholesale brokerage or regulatory environment.
• Strong attention to detail organization and ability to manage deadlines.
• Ability to work cross-functionally and resolve issues effectively.
• Proficiency in Microsoft Products (Excel Word Outlook PowerPoint Teams).

Preferred

• Experience with Rhoads Online or other licensing compliance software
• Working knowledge of commercial insurance.
• Exposure to M&A integrations or onboarding processes.

Key Competencies

• Ownership & Accountability
• Attention to Detail & Accuracy
• Process Execution & Discipline
• Collaboration & Cross-Functional Partnership
• Problem Solving
• Change Agility

Additional Details

• Reports to: Director of Compliance
• FLSA Status: Non-Exempt
• Work Schedule: Full-time 40 hours/week
• Location: Hybrid or fully remote
• Travel: Occasional (12 times per year for office visits or industry conferences)