Job Description

Job Description

HealthPlanOne's mission is to help people find the right health insurance at the right price, so they live healthier lives. We are committed to making the shopping process simpler. Our mission has never been more important than it is today.

Oversee state licensing for agents and agency/principal entities, including initial orders, renewals, and CE compliance. This leader owns the AgentSync vendor relationship. They Maintain accurate license data in AgentSync, manage system updates, reporting, and act as the internal SME on licensing, DOI, and FINRA regulations. Drive licensing policy governance, process improvements, and partner with HR on licensing-related hiring or terminations. Oversees employee productivity, training, carrier development to support team growth and operational excellence.

Supervisory Responsibilities: Team of support specialists and one team lead

Duties/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

Required Skills/Abilities:

•` 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

Physical Requirements:

• Must be able to remain in a stationary position (e.g., sitting or standing) for extended periods of time, typically in a cubicle environment (constant noise, fluorescent overhead lighting)
• Frequent use of a computer, dual monitors, keyboard, mouse, and other standard office equipment such as a telephone, copier, and printer.
• Must be able to communicate effectively, including exchanging information in person, in writing, by telephone, email or video conferencing.
• Visual and auditory acuity required to perform job duties effectively, including reading, writing, and interpreting information on screens or in print.
• Hand dexterity, fine motor skills needed to operate a keyboard and mouse efficiently
• Reach with hands and arms occasionally

For Hybrid Roles:

• Must be able to commute to an office setting as required, which may include walking short distances and navigating an office environment.
• Occasionally moves about the office to access files, office machinery, and meet with others.

Equal Employment Opportunity (EEO) is a fundamental principle at HealthPlanOne, where employment is based upon personal capabilities and qualifications. HealthPlanOne does not discriminate because of actual or perceived sex, sexual orientation or preference, gender identity, gender, transgender, race, color, religion, national origin, creed, citizenship status, ancestry, age, marital status, pregnancy, childbirth or related medical conditions, medical conditions including genetic characteristics, mental or physical disability, military and veteran status, or any other protected characteristic as established by law. HealthPlanOne requires the necessary drug testing and background checks as part of our pre-employment practices. If you need assistance or an accommodation due to a disability, please contact us to request accommodation at hr@hpone.com

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