Also referred to as:
Insurance Agent Licensing Specialist III, Licensing Compliance Specialist III
Requirements and Responsibilities
Licensing Specialist III supports licensing activities by assisting employees with obtaining, renewing, and maintaining required insurance licenses and registrations. Processes licensing applications, examination registrations, appointments, and renewals in accordance with state regulatory requirements and company policies. Being a Licensing Specialist III reviews employee licensing records and monitors compliance with continuing education, renewal deadlines, and licensing standards. Coordinates with employees, managers, training teams, state insurance departments, and external vendors to resolve licensing issues and support onboarding activities. Additionally, Licensing Specialist III maintains accurate licensing documentation and updates information within internal systems and regulatory databases. Supports reporting, audit requests, and process improvement initiatives related to employee licensing operations. Typically requires a bachelor's degree. Typically reports to a supervisor. The Licensing Specialist III works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a Licensing Specialist III typically requires 3-5 years of related experience.
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