TruChoice

TruChoice-LicensingandContractingAssociate

$0–0k Minnesota, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Problems you'll solve

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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