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

About OneDigital

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.

Job Summary

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.

Key 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.