• Process and track license applications, renewals, and reinstatements across multiple states
• Monitor and manage continuing education (CE) requirements, accounts, and due dates
• Follow up on outstanding licensing requirements (including state-specific requirements such as CA, FL, GA, AL)
• Submit and manage background check requests within required timelines
• Track and maintain AML (Anti-Money Laundering) certifications
• Identify licensing gaps and initiate requests for additional state licenses
• Ensure compliance with all regulatory and internal licensing standards

• Process, review, and submit agent contracts and contracting documentation
• Submit, track, and manage carrier appointment and appointment requests across multiple states and carriers
• Ensure all contracting and appointment requirements are completed accurately and in a timely manner
• Monitor appointment statuses and follow up with carriers or internal teams to resolve delays
• Maintain accurate records of active, pending, and terminated contracts and appointments
• Support onboarding by ensuring agents are fully contracted and appointed prior to going active

• Maintain and update internal systems including dialer platforms, licensing sheets, dashboards, and tracking tools
• Add and remove states from dialer systems based on licensing and appointment status
• Update agent profiles, including assigning team managers and verifying readiness for production
• Track and log daily licensing, contracting, and appointment activities
• Maintain accurate and organized records across all systems

• Complete weekly audits of licensing, contracting, and documentation to ensure compliance and accuracy
• Generate and maintain reports related to licensing status, contract status, appointment activity, and sales goals
• Ensure audit reports are accurate, organized, and submitted within deadlines
• Support internal audits by maintaining proper documentation and data integrity

• Support onboarding by coordinating licensing, contracting, and appointment setup for new agents
• Verify new agents meet minimum licensing requirements and escalate gaps to leadership
• Manage offboarding processes, including:

• Manage high-volume email communications related to licensing, contracting, and appointments
• Send status updates, follow-ups, and deficiency notices to agents and internal teams
• Distribute onboarding, milestone, and achievement communications (e.g., new hires, sales goals achieved)
• Collaborate with cross-functional teams to ensure smooth licensing and contracting operations

• 2+ years of experience in licensing, contracting, compliance, or administrative operations (insurance or financial services preferred)
• Experience processing agent contracts and carrier appointments strongly preferred
• Strong understanding of multi-state licensing processes and regulatory requirements
• Experience with background checks, CE tracking, and onboarding compliance preferred
• Proficiency in Microsoft Excel, Google Workspace, and CRM or licensing systems

• Strong attention to detail and accuracy
• Ability to manage multiple priorities and meet strict deadlines
• Excellent organizational and time management skills
• Effective written and verbal communication
• Problem-solving mindset with a focus on compliance and efficiency
• Ability to work both independently and collaboratively

Dmatrix Soft Srl, located in Brasov city center (Centrul Civic) is a full-service development company with a solid background in dealing with digital experiences. We make use of cutting-edge technology and the best practices in the industry.

Dmatrix Soft Srl is the sister company of Insurance Supermarket Inc., a nationwide financial brokerage headquartered in Toronto, Ontario, Canada. Insurance Supermarket International Inc. provides a wide range of insurance products, by making use of strong technological commitment and marketing expertise.