Licensing Specialist

Introduction

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview

Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together. Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way.

Your Way Insurance is a people-first organization built on compassion, integrity, and service. Our greatest strength lies in our talented and driven team, dedicated to helping seniors find Medicare plans that truly fit their needs, the right way. Through our one-stop shopping experience, we make it easy to compare top national health insurance carriers and choose coverage with confidence.

Now part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll join a network of professionals committed to empowering individuals, businesses, and communities to thrive. Whether you're supporting clients directly or contributing behind the scenes, you'll be part of a culture defined Your Way: shared values, excellence, and a passion for doing what's right.

This is a fully remote role. An application with us takes only 3 minutes!

How you'll make an impact

In this role, you'll help keep our agent population properly licensed, appointed, and certified so they can confidently support clients across the country. You'll work closely with agents, carrier partners, compliance teams, and internal stakeholders to monitor requirements, maintain accurate records, and proactively address licensing issues.
Your work will directly support agent onboarding, ongoing compliance efforts, and operational efficiency while helping create a seamless experience for agents and business partners.

Key Responsibilities

• Manage insurance licenses, carrier appointments, certifications, and related credentialing requirements
• Process licensing and appointment activities for new and existing agents
• Maintain accurate licensing records across internal systems, carrier portals, and databases
• Monitor renewal deadlines and compliance requirements to ensure agents remain in good standing
• Communicate licensing status updates, outstanding requirements, and process changes to stakeholders
• Partner with agents, carriers, compliance teams, and business leaders to resolve licensing-related issues
• Support audits, reporting requests, and documentation reviews
• Research and resolve discrepancies while maintaining high levels of accuracy and attention to detail
• Identify opportunities to improve processes, workflows, and operational effectiveness
• Assist with special projects and other duties as assigned

About You

Required

• Bachelor's degree or minimum of 2+ years of experience in insurance licensing or a similar role.
• In-depth knowledge of state insurance regulations and licensing requirements.
• Proficient in using licensing software and databases. Experience maintaining accurate records and working within multiple systems, databases, and carrier portals
• Strong communication skills. Strong written and verbal communication skills with the ability to effectively support agents, carriers, and internal business partners
• Working knowledge of state insurance licensing requirements, carrier appointments, and regulatory processes
• Strong attention to detail with the ability to manage multiple priorities, deadlines, and competing requests
• Ability to analyze information, identify discrepancies, and drive timely resolution of licensing-related issues
• Intermediate proficiency with Microsoft Office applications, including Excel
• Ability to work independently while collaborating effectively within a remote team environment
• Medicare, health insurance, or insurance agency operations experience preferred

Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

Required

• Bachelor's degree or minimum of 2+ years of experience in insurance licensing or a similar role.
• In-depth knowledge of state insurance regulations and licensing requirements.
• Proficient in using licensing software and databases. Experience maintaining accurate records and working within multiple systems, databases, and carrier portals
• Strong communication skills. Strong written and verbal communication skills with the ability to effectively support agents, carriers, and internal business partners
• Working knowledge of state insurance licensing requirements, carrier appointments, and regulatory processes
• Strong attention to detail with the ability to manage multiple priorities, deadlines, and competing requests
• Ability to analyze information, identify discrepancies, and drive timely resolution of licensing-related issues
• Intermediate proficiency with Microsoft Office applications, including Excel
• Ability to work independently while collaborating effectively within a remote team environment
• Medicare, health insurance, or insurance agency operations experience preferred

In this role, you'll help keep our agent population properly licensed, appointed, and certified so they can confidently support clients across the country. You'll work closely with agents, carrier partners, compliance teams, and internal stakeholders to monitor requirements, maintain accurate records, and proactively address licensing issues.
Your work will directly support agent onboarding, ongoing compliance efforts, and operational efficiency while helping create a seamless experience for agents and business partners.

Key Responsibilities

• Manage insurance licenses, carrier appointments, certifications, and related credentialing requirements
• Process licensing and appointment activities for new and existing agents
• Maintain accurate licensing records across internal systems, carrier portals, and databases
• Monitor renewal deadlines and compliance requirements to ensure agents remain in good standing
• Communicate licensing status updates, outstanding requirements, and process changes to stakeholders
• Partner with agents, carriers, compliance teams, and business leaders to resolve licensing-related issues
• Support audits, reporting requests, and documentation reviews
• Research and resolve discrepancies while maintaining high levels of accuracy and attention to detail
• Identify opportunities to improve processes, workflows, and operational effectiveness
• Assist with special projects and other duties as assigned