What are the responsibilities and job description for the Licensing, Contracting, and Commissions Specialist position at Apollon Wealth Management, LLC?
Reports to: COO of AIS
Status: Exempt
Type: Remote
We are seeking a detail-oriented and organized Licensing, Contracting, and Commissions Specialist to oversee and manage the agent onboarding, licensing, contracting, and commission reconciliation processes. This individual will play a critical role in ensuring compliance with industry regulations, maintaining accurate records, and providing seamless support to agents and internal teams. The ideal candidate will have experience in the insurance or financial services industry, strong analytical skills, work independently, and the ability to manage multiple priorities effectively.
Responsibilities:
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Status: Exempt
Type: Remote
We are seeking a detail-oriented and organized Licensing, Contracting, and Commissions Specialist to oversee and manage the agent onboarding, licensing, contracting, and commission reconciliation processes. This individual will play a critical role in ensuring compliance with industry regulations, maintaining accurate records, and providing seamless support to agents and internal teams. The ideal candidate will have experience in the insurance or financial services industry, strong analytical skills, work independently, and the ability to manage multiple priorities effectively.
Responsibilities:
- Manage the agent onboarding and renewal processes, including state licensing requirements and appointment approvals
- Process and maintain agent contracting documentation, ensuring timely and accurate submission to carriers and regulatory bodies
- Track agent licensing status, renewals, and continuing education requirements to ensure compliance
- Handle commission reconciliation, including calculating payments, tracking accounts receivables, resolving discrepancies, and ensuring accurate commission payouts
- Serve as the primary liaison between agents, carriers, and internal departments regarding licensing, contracting, and commission inquiries
- Maintain and update agent records in internal databases
- Monitor regulatory changes related to agent licensing and contracting, ensuring compliance with all applicable laws and guidelines
- Assist with the development and implementation of process improvements to streamline licensing, contracting, and commission operations
- Provide support for audits and reviews related to agent licensing, appointments, and commissions
- Bachelor’s degree in Business Administration, Finance, or a related field preferred, or equivalent experience
- 2 years of experience in agent licensing, contracting, or commissions within the insurance or financial services industry
- Strong understanding of state licensing and carrier contracting requirements
- Proficiency in commission reconciliation and payment tracking
- Excellent organizational skills with strong attention to detail and accuracy
- Strong problem-solving skills and the ability to work independently
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and experience with CRM or commission processing software
- Excellent communication and interpersonal skills to interact effectively with agents, carriers, and internal teams
- Excel in working independently in a remote environment.
- Ability to manage multiple tasks in a fast-paced environment and meet deadlines
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