Director of Licensing & Carrier Contracting - Remote (CST or EST)

Director Of Licensing & Carrier Contracting

OneDigital is a leading strategic advisory firm focused on delivering comprehensive employee benefits, insurance, and HR solutions. Our mission is to empower businesses and individuals through innovative, compliant, and efficient services that drive growth and operational excellence.

The Director of Licensing & Carrier Contracting leads all aspects of insurance licensing, carrier appointments, carrier portal access, and agency book of business migration for our Employee Benefits and Property & Casualty practices. This role ensures seamless onboarding and integration for new and existing associates, driving operational excellence and regulatory compliance. The Director oversees a diverse team of US-based and offshore professionals, fostering a culture of continuous improvement and high performance.

Essential Duties and Responsibilities :

• Develop and implement departmental strategies to support organizational growth, process efficiency, and team development, with clear KPIs for licensing and carrier appointment timeliness and accuracy and book of business migration completion.
• 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, regularly reviewing performance metrics and driving continuous improvement.
• 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) by monitoring work volume, tracking performance metrics, and ensuring consistent adherence to established service level agreements (SLAs). Regularly review ticket queues to prioritize tasks, identify bottlenecks, and allocate resources effectively. Analyze ticket resolution times and service quality to ensure the team meets or exceeds SLAs and implement process improvements as needed to maintain high standards of responsiveness and stakeholder satisfaction.
• Build and nurture relationships with key insurance carriers and technology vendors to improve cooperation, responsiveness, and define best practices.
• 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.
• Track, analyze, and report on departmental KPIs, providing regular status updates to local offices and senior leadership.
• Lead, mentor, and support agency onboarding, carrier portal, and licensing teams, including US-based and offshore staff.
• Manage departmental resources, including budget, schedules, and projects, ensuring alignment with organizational objectives.
• Develop and continuously improve standard operating procedures for onboarding, licensing, and portal management.
• Perform other job-related duties as assigned.

Qualifications, Skills and Requirements :

The typical base pay range for this role nationwide is $100,000 to $120,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and / or annual bonus based on your individual performance and / or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

OneDigital is an equal opportunity employer. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant :

City and County of San Francisco

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city / county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!