HealthPlanOne · 3 weeks ago
Manager, Licensing Support
CT Shelton
Full-time
Onsite
Mid, Senior Level
6+ years expHealthPlanOne's mission is to help people find the right health insurance at the right price, so they live healthier lives. The Manager of Licensing Support will oversee state licensing for agents and agency/principal entities, manage the AgentSync vendor relationship, and drive licensing policy governance and process improvements.
FinanceHealth CareHealth InsuranceInsuranceMarketing
Responsibilities
Manage agent state license ordering (initial and renewals)
Oversee all Agency and principal licenses (entity licenses) are properly credentialed
Manage CE compliance tracking and remediation
Manage Affiliation and affidavits processing
License data accuracy and maintenance within AgentSync (SME)
Day to day AgentSync relationship and system changes/trainings
Licensing policy governance & continuous improvement
Act as a SME to all internal partners for license concerns regarding DOI issues, insurance regulations issues (FINRA’s)
Assists in managing budget and helps to control expenses while meeting licensing operational requirements
Partners with HR regarding NHC's no hire/term conversations regarding licensing roadblocks
Oversee employee productivity, training, and personal/career growth
Performs other related duties as assigned
Qualification
Required
Bachelor's degree or equivalent experience
4+ years in a managerial position driving results and taking initiative (prioritizing workload/projects, creating and implementing process), tracking team metrics
6+ years state DOI licensing experience regarding licensing requirements for agents and agency/principal entities
4+ years with AgentSync or similar licensing management systems
Understanding of CE compliance and remediation processes
Strong grasp of DOI regulations and FINRA compliance standards
Excellent communication and collaboration skills to work with HR, leadership, and cross-functional teams
Leadership skills to mentor staff, monitor productivity, and support professional growth
Detail-oriented, organized, and capable of managing multiple priorities under tight deadlines
Intermediate to advanced proficiency with Microsoft Excel (V-Lookup and pivot tables, Macros)
Strong organizational skills with the ability to manage multiple priorities and projects simultaneously
Company
HealthPlanOne
HPOne is a singular vision create custom sales,marketing and contact center solutions exclusively for the health insurance industry.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$6.5MKey Investors
Pequot Capital
2020-06-22Acquired
2008-04-21Series A· $6.5M
Leadership Team
Tom Wicker
Chief Operating Officer
Mike Stapleton
CIO
Company data provided by crunchbase