Director, Insurance Licensing & Compliance

We Insure

. Build and lead the insurance licensing program across corporate entities and producers, franchise entities and producers, and acquired agencies .

Posted 10/2/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing insurance licensing programs, including regulatory compliance, multi-state licensing requirements, and integration during mergers and acquisitions. Proficient in utilizing licensing platforms and CRM systems to streamline workflows and ensure adherence to industry standards.

Highest-signal resume keywords

Insurance Licensing Program ManagementMulti-State Property And Casualty ExperienceNIPR And Licensing Platforms ProficiencyRegulatory Compliance And DocumentationMergers And Acquisitions Integration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Licensing Standards EstablishmentRegulatory Filings ManagementData ReconciliationControl Calendar DevelopmentDocument ProductionContinuing Education ManagementProducer Changes ManagementLicensing Prerequisites DefinitionRisk And Performance ReportingWorkflow Automation

Soft Skills

Strong JudgmentEffective CommunicationTraining And MentoringCross-Functional CollaborationProblem-Solving

Tools & Technologies

NIPRSirconAgentSyncRegEdCreative ComplianceCRM SystemsWorkflow Systems

Industry Keywords

Insurance LicensingRegulatory ComplianceFranchise OperationsAgency ManagementAcquisition-Led Brokerage

About the role

Key responsibilities & impact

Build and lead the insurance licensing program across corporate entities and producers, franchise entities and producers, and acquired agencies
Establish licensing standards, verification, exceptions, regulatory filings, and the system of record
Own enterprise insurance licensing policy, operating procedures, responsibility matrix, control calendar, evidence standards, and exception process
Maintain a state-by-state requirements framework for licenses, lines of authority, responsible licensed producers, affiliations, continuing education, assumed names, branch rules, renewals, and filings
Manage corporate applications, renewals, amendments, reinstatements, affiliations, producer changes, address and officer updates, assumed names, and related filings
Define and monitor licensing requirements for franchise onboarding, renewals, ownership changes, transfers, producer additions, relocations, terminations, and expansion
Establish licensing prerequisites before carrier appointments or market access and reconcile licensing, appointment, carrier portal, and internal producer records
Own annual and periodic filings, regulatory inquiries, examination support, document production, remediation plans, and management responses
Establish and maintain a controlled licensing system of record using NIPR, state portals, and other authoritative sources
Automate renewal alerts, exception queues, reconciliations, and dashboards while reviewing state-specific requirements and material exceptions
Connect licensing status to onboarding, access, appointment, commission, and offboarding workflows
Monitor regulatory developments and convert changes into owners, due dates, system updates, communications, and training
Lead licensing diligence and integration for acquisitions
Provide quarterly risk and performance reporting to executive leadership
Train support staff, document recurring processes, and recommend future staffing based on workload and risk

Requirements

What you’ll need

Bachelor's degree or an equivalent combination of education and directly relevant experience
Seven or more years of progressive insurance producer, agency, or regulatory licensing experience, including substantial multi-state property and casualty work
At least three years owning a licensing program, leading complex licensing workflows, or supervising licensing professionals
Hands-on experience with individual and business-entity licenses, designated responsible licensed producers, lines of authority, affiliations, renewals, continuing education, appointments, and state-specific exceptions
Ability to build controls, reconcile data, manage exceptions, document procedures, prepare for regulatory examinations, and work across distribution or franchise operations, carrier relations, Human Resources, Finance, Technology, and Legal
Experience with NIPR and one or more licensing platforms such as Sircon, AgentSync, RegEd, or Creative Compliance, together with CRM and workflow systems
Strong judgment and communication skills, including the ability to explain requirements, document uncertainty, and deliver direct recommendations to executives, employees, and franchise owners
Experience in a national independent agency, insurance franchise, aggregator, or acquisition-led brokerage is strongly preferred
Licensing diligence and integration experience in mergers and acquisitions is strongly preferred

Benefits

Comp & perks

Remote work arrangement
Full-time employment