Licensing Specialist

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As a Licensing Specialist the Shepherd family, you are responsible for administering carrier logins and assist in agency licensing process. You will also provide direct support in the agency acquisition process. This will include monitoring agency licensing contracts and carrier login information. In addition, you will provide general administration duties and agency management system technical assistance. RESPONSIBILITIES: • Provide positive, prompt, accurate, and courteous service to clients and carrier contacts. • Maintain carrier contact list with active carrier contacts, but also prior acquisition contacts. • Assist with accounting duties including but not limited to pulling commission statements associated with carrier and licensing contracts in line with current employees and acquired employees. • Manage and organize digital documentation and data input into various agency systems to ensure consistency across platforms. • Maintain consistent communication with agency appointed carriers and licensing service. • Assist with acquisition processes including but not limited to carrier notifications as needed. • Assist with carrier login maintenance. • Maintain download reports and administer updates as needed with ongoing clean up in download systems. • Retrieve logins and emergency access and licensing program set up for users across agency platform. • Administer updates in licensing and carrier systems including name and address changes. • Administer set up in Lexis Nexis. • Administer new contracts as well as contract updates. • Maintain up to date information on licensing appointments paperwork with various agency appointed carriers. • Perform other related duties as assigned. Requirements • Experience: At least two (2) years' experience in similar position is desirable. • Education requirement: High school diploma or equivalent (GED) is required. • Excellent verbal, written, and interpersonal communication skills. • Ability to work independently on assigned tasks as well as to accept direction on given assignments. • Ability to work collectively with the administrative team associates. • Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system. The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this position. AMERICANS WITH DISABILITY SPECIFICATIONS 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 occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Work Environment Work environment characteristics 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 not exposed to weather conditions. The noise level in the work environment is usually moderate.

Created: 2026-03-10