Contracting and Licensing Coordinator

Contracting and Licensing Coordinator

Lion Street

Austin, TX

About Lion Street

Lion Street is a high-net-worth and business insurance market authority with expertise in sophisticated life insurance, wealth management and financial planning solutions. Based in Austin, Texas, Lion Street provides its elite network of independent firms and financial planning experts access to the financial products, intellectual capital and specialized resources needed to serve affluent clientele. Lion Street is strongly committed to building a highly collaborative network of financial professionals. Lion Street is a proud member of the Integrity Family.

Job Summary

The Contracting and Licensing Coordinator plays a vital role in facilitating the contracting process for agents within our organization. This position involves interacting with agents, insurance carriers, and internal teams to ensure a seamless onboarding experience.

Primary Responsibilities:

• Evaluate, process, and submit documentation required for agent appointments with various carriers.

• Assist agents in establishing their profiles within SureLC, the online contracting platform used by the company.

• Liaise with carrier representatives to track the status of contracting applications and identify any outstanding requirements.

• Inform agents about any expired documents, missing information, or additional details needed by specific carriers.

• Gather accurate and timely information from agents to meet carrier requirements.

• Respond to inquiries related to licensing and contracting from LS staff and agents.

• Record all important actions in the Agency Integrator and SureLC accounts for agents and firms.

• Ensure that data is up-to-date in relevant systems, including maintaining agent codes for different carriers.

• Guide agents to the correct resources for engaging with state insurance departments.

• Oversee the administration of the SureLC system, ensuring all necessary carriers, forms, and data hierarchies are accurately maintained.

• Set clear expectations with agents and internal staff regarding timelines for completing the contracting process.

• Utilize a web-based document management system to efficiently organize and transmit necessary documents.

Primary Skills & Requirements:

• Experience in the life insurance industry, in a multi-carrier environment is preferred.

• Must have the ability to maintain a high level of accuracy, enthusiasm and dependability, and demonstrate a strong interest in providing exceptional customer support.

• Strong communication and customer service skills

• Willing to take initiative, exhibit creative thinking and take ownership of cases

• Self-starter attitude and strong desire to provide excellent results

• Prior experience with, or quick ability to effectively learn various computer software applications including, Agency Integrator (CRM), PaperClip (Document Management)

• Experience with Microsoft Outlook, Word, Excel, PowerPoint and WebEx

• Bachelor’s degree preferred

• Ability to excel in a dynamic, fast-moving start-up company environment

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.