TruChoice
TruChoiceLicensingandContractingAssociate
“TruChoice - Licensing and Contracting Associate at TruChoice. Skills: contracting and licensing requests, high quality service to financial professionals, daily workload efficiently, contracting knowledge accurately, proactive communication, relationships, sound judgment, compliance with established processes, compliance with metrics, compliance with regulatory standards. managing contracting and licensing requests. delivering high quality service to financial professionals”
What You'll Achieve.
delivering high quality service to financial professionals; support business outcomes; meeting service‑level expectations; ensure timely and accurate resolution; Ensure compliance with carrier guidelines, state regulations, and internal policies
Industry & Context.
problem-solving abilities
What They're Looking For.
Must Have
working knowledge of carrier specific contracting rules, working knowledge of carrier websites, working knowledge of products, working knowledge of commission levels, understanding of state specific requirements such as continuing education, understanding of state specific requirements such as best interest standards, understanding of state specific requirements such as Anti Money Laundering (AML), Ability to follow standard operating procedures, seek guidance when appropriate, Proficiency with computers, comfort working with digital tools and systems
Nice to Have
Bachelor’s or associate degree, equivalent combination of education and relevant experience, Related experience in contracting, Related experience in insurance operations, Related experience in carrier rules, Related experience in state regulations
What You'll Do.
managing contracting and licensing requests
delivering high quality service to financial professionals
handles daily workload efficiently
applies contracting knowledge accurately
communicates proactively to support business outcomes
applies sound judgment
ensures work is completed accurately and in compliance with established processes
and regulatory standards
Respond to and process contracting and licensing requests by applying department knowledge
established practices
and quality standards while meeting service‑level expectations
customer‑focused communication and take ownership of requests to ensure timely and accurate resolution
Build and maintain effective relationships with financial professionals by providing education on operational processes
Apply and continue to develop knowledge of carrier websites
contracting procedures
Understand and utilize third‑party vendors such as SureLC and RegEd
Ensure compliance with carrier guidelines
and internal policies while using sound judgment to support financial professionals
How You'll Work.
Team & Collaboration
cross-functional coordination; Build and maintain effective relationships with financial professionals
Communication Scope
Clear verbal and written communication skills; proactive communication
Applying for this TruChoice - Licensing and Contracting Associate role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about TruChoice?
Real rants from real employees. Read before you apply.