Build a best-in-class contracting engine capable of onboarding high-volume agencies efficiently
Manage carrier appointment submissions and approvals
Ensure licensing compliance across all states
Develop standardized onboarding workflows for agencies
Implement digital contracting systems and automation tools
Serve as operational liaison to carrier contracting departments
Negotiate onboarding processes and escalation protocols
Maintain carrier grid accuracy and hierarchy integrity
Protect top-level contract positioning
Ensure all contracting aligns with state DOI requirements
Maintain E&O verification tracking
Oversee AML, anti-rebating, and suitability compliance processes
Audit contracting structures to protect override streams
Implement CRM and contracting tracking dashboards
Develop KPI metrics including time-to-contract, error rates, approval cycle time, and licensing lapse risk
Create SOP documentation for scalability
Hire and manage contracting support staff as needed in the future
Develop performance standards and accountability metrics
Train agencies on onboarding expectations and compliance requirements

Head of Life Insurance – Annuity Contracting

Key skills