Position Summary

This role is responsible for leading enterprise-wide organizational training, overseeing licensing and carrier appointment processes, and providing project management oversight for cross-functional initiatives. The role also serves as an active contributor to the agency's Automation and Innovation Committee, supporting continuous improvement, scalability, and enterprise alignment.
Essential Duties & Responsibilities

Organizational DevelopmentGovernance & Enablement

• Partner with department leaders and agency leadership to develop and maintain a cohesive, enterprise-wide organizational development framework that supports professional development, leadership capability, compliance awareness, and corporate standards.
• Continuously evaluate organization development programs for consistency, quality, and effectiveness across the organization.
• Collaborate with leaders to identify future enterprise-level training needs and agency-wide development priorities.
• Oversee and coordinate corporate development initiatives that are organizational in nature (e.g., leadership development, professional skills, compliance awareness, enterprise tools).
• Manage external development content contributors to ensure training delivery is consistent, high-quality, and aligned with agency standards.
• Determine and recommend development resources, platforms, and delivery methods based on organizational need.

Automation & Innovation Committee Participation

• Serve as an active member of the Automation and Innovation Committee, contributing insights related to training enablement, licensing workflows, compliance, and process standardization.
• Partner with the Director of IT to manage the vendor contracts to ensure best pricing and resources
• Identify opportunities to streamline, automate, or enhance training governance, licensing processes, and project workflows.
• Partner with technology, operations, and leadership stakeholders to evaluate and support implementation of approved automation and innovation initiatives.
• Support change adoption by ensuring training and documentation align with newly implemented tools or processes.

Licensing & Carrier Appointment Leadership

• Serve as the primary lead for agency-wide licensing and carrier appointment strategy, execution, and oversight.
• Manage individual and entity licensing processes across applicable states and lines of business, ensuring accuracy, timeliness, and compliance.
• Oversee carrier appointment applications, renewals, and documentation requirements.
• Establish, document, and maintain standardized licensing and carrier appointment processes.
• Partner with leadership, compliance, and internal stakeholders to proactively identify and mitigate licensing or appointment risks.
• Track licensing and appointment status, reporting on compliance, gaps, and upcoming requirements.

Qualifications & Experience

Education

• Bachelor's degree - Required

Experience

• Insurance knowledge - Preferred
• Epic System knowledge - Preferred

Skills & Competencies

• Strong business acumen with a thorough and detailed approach
• Punctual, dependable and flexible
• Interact with staff (at all levels) in a fast-paced environment, with an elevated level of professionalism, organization and confidentiality
• Willingness to help customers, callers, visitors and coworkers, courteous pleasant friendly nature
• Provide prompt, efficient and courteous service
• Command of the English language with pleasant and clear speaking voice
• Possess an extreme attention to detail, independent judgment along with keen decision-making skills
• The majority of work will be done with the use of a Window's based personal computer. Individual must possess expert working knowledge of the following computer software: Microsoft Office Suite (Word, Excel, PowerPoint & Outlook), Internet/Search engines and have the aptitude for learning new technology and software easily (i.e. iPad (Efficiency Apps), Zoom, Microsoft Teams, Electronic Whiteboards, Projectors)
• Due to the degree of interaction with people, must have excellent interpersonal communication skills, both written and verbal. Adept at establishing relationships with all parties involved, a team player.

Benefits & Perks

• Competitive compensation
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and paid holidays
• Professional development and designation support
• Career growth opportunities

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit; talk or hear; and use hands to handle, or touch objects or controls. The employee is regularly required to stand and walk. On occasion, the incumbent may be required to stoop, bend or reach above the shoulders. The employee may occasionally lift up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.