Legal Entity & Carrier Consolidation Specialist

• Execute assigned legal entity and carrier consolidation projects from discovery and data gathering through implementation, validation, and completion
• Conduct research and discovery activities to identify carrier relationships, broker codes, carrier contracts, banking arrangements, licensing requirements, and operational dependencies
• Prepare, review, and coordinate carrier forms, appointment materials, EFT documentation, broker code updates, legal documents, and related submissions
• Partner with local offices, carrier representatives, Legal, Licensing, Finance, Treasury, Accounting, and external partners to support successful consolidation activities
• Manage carrier appointment updates, contract administration, licensing dependencies, banking changes, and carrier-specific operational requirements
• Serve as the day-to-day operational contact for assigned consolidation efforts and provide guidance, support, and status updates to key stakeholders
• Maintain accurate records, documentation, milestones, risks, and completion evidence within approved project management and tracking systems
• Identify process improvement opportunities and contribute to the development of scalable procedures, templates, documentation, and best practices

Required Qualifications

• Bachelor's degree in Business, Insurance, Finance, Legal Studies, or a related field, or equivalent professional experience
• Minimum of 5 years of experience in insurance brokerage operations, carrier contracting, licensing, legal entity administration, compliance, commission accounting, M&A integration, or a related field
• Working knowledge of Employee Benefits and/or Property & Casualty carrier structures, agency appointments, broker codes, licensing requirements, banking processes, and commission administration
• Demonstrated experience managing documentation-intensive projects involving multiple stakeholders and deadlines
• Proficiency with Microsoft 365 applications and structured project management or work tracking tools
• Strong organizational skills with exceptional attention to detail and recordkeeping accuracy
• Excellent verbal and written communication skills
• Ability to work independently in a fast-paced environment while effectively collaborating across multiple teams and time zones

Preferred Qualifications

• Experience supporting merger, acquisition, integration, or transformation initiatives
• Experience working with Monday.com or similar project management platforms
• Knowledge of carrier contracting, entity licensing, state insurance regulations, and Department of Insurance requirements
• Experience supporting commission accounting, EFT transitions, or banking change management initiatives
• Understanding of broker management systems and carrier portal administration
• Proven ability to identify and resolve operational issues while balancing business needs, compliance requirements, and service continuity