- Manage and track resident and non-resident producer licensing, renewals, and lines of authority across all states.
- Coordinate carrier contracting and appointments for ACA, ICHRA, and ancillary business lines.
- Oversee marketplace certification processes including FFM, SBM, and AHIP requirements.
- Lead producer onboarding processes, including contracting, appointments, and access management.
- Act as the primary operational contact for carrier relationships and resolve appointment or contracting escalations.
- Manage producer transfers, agent-of-record processes, and agency hierarchy changes.
- Maintain electronic producer records, E&O coverage documentation, and ensure audit readiness.
- Provide regular reporting on licensing, appointment, and certification status to track operational bottlenecks.
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