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Licensing Assistant

Key Facts

Remote From: 
Full time
English

Other Skills

  • Microsoft Excel
  • Microsoft Outlook
  • Ability To Meet Deadlines
  • Non-Verbal Communication
  • Multitasking
  • Time Management
  • Organizational Skills
  • Detail Oriented

Roles & Responsibilities

  • Experience in licensing, compliance, insurance operations, or related administrative role.
  • Familiarity with RegEd or similar licensing systems.
  • Strong attention to detail and organizational skills; ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Effective written and verbal communication skills; proficiency with Outlook, Excel, and intranet tools.

Requirements:

  • Obtain, maintain, and upload licenses to RegEd profiles; track renewals for producers and DRLPs.
  • Support onboarding by verifying NPN collection, RegEd setup, BI questionnaires; send welcome notices confirming active licenses.
  • Provide RegEd support (password resets, pass/fail monitoring) and track licensing progress for new hires; assist with CE inquiries.
  • Run PDB reports for new acquisitions and RegEd pass/fail reports; monitor the Licensing inbox and contribute to related projects.

Job description

Company Overview 
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.  
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. 

Job Summary
The Licensing Assistant supports the Licensing team by maintaining accurate licensing records, assisting with onboarding and compliance activities, and providing day-to-day administrative and operational support. This role ensures licensing data is current, accessible, and aligned with regulatory and internal requirements.

Key Responsibilities

  • Obtain, maintain, and upload individual and entity licenses as requested by carriers to the appropriate RegEd profiles.
  • Track and update renewed licenses, including those for frequently requested producers and DRLPs.
  • Maintain accurate and up-to-date entity license information on the company intranet.
  • Support onboarding by verifying NPN collection, RegEd profile setup, and completion of required BI questionnaires; conduct follow-ups as needed.
  • Send welcome communications to new employees confirming active licenses and authorization to sell, service, and solicit in applicable states.
  • Assist with producer affiliation requests, tracking, and documentation.
  • Provide RegEd support, including password resets and pass/fail report monitoring with appropriate follow-up.
  • Track licensing progress for new hires and support licensing and continuing education (CE) inquiries.
  • Support licensing-related projects, new procedures, and improvements to team processes.
  • Monitor and assist with the Licensing inbox and continue daily email monitoring and distribution following the ServiceNow transition.
  • Track progress for new hires required to be licensed.
  • Assist with CE questions and provide licensing assistance as needed.
  • Run PDB report for new acquisitions at the entity level to ensure we have accurate license information.
  • Run the pass/fail report for RegEd and address accordingly
  • Assist with new projects/procedures outlined
Qualifications
  • Experience in licensing, compliance, insurance operations, or a related administrative role preferred.
  • Familiarity with RegEd or similar licensing systems is a plus.
  • Strong attention to detail and organizational skills.
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Effective written and verbal communication skills.
  • Proficiency with standard business applications (Outlook, Excel, intranet tools).

Equal Employment Opportunity 
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. 
 
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. 

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