TruChoice
TruChoice-LicensingandContractingAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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
Full Job Description
**Our Company** Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. **Job Summary** The Role Under limited supervision, this role is responsible for managing contracting and licensing requests while delivering high quality service to financial professionals, including Broker Dealers, RIAs, Registered Representatives, and IARs. The Associate handles daily workload efficiently, applies contracting knowledge accurately, and communicates proactively to support business outcomes. This role requires working knowledge of carrier specific contracting rules, carrier websites, products, and commission levels as well as an understanding of state specific requirements such as continuing education, best interest standards, and Anti Money Laundering (AML). The Associate builds strong relationships, applies sound judgment, and ensures work is completed accurately and in compliance with established processes, metrics, and regulatory standards. **Job Description** **Key Responsibilities** * Respond to and process contracting and licensing requests by applying department knowledge, established practices, and quality standards while meeting service‑level expectations. * Deliver proactive, 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, requirements, and changes. * Apply and continue to develop knowledge of carrier websites, contracting procedures, products, and commissions. * Understand and utilize third‑party vendors such as SureLC and RegEd. * Ensure compliance with carrier
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