Sales Enablement Program Specialist - Licensing, Contracts and Commissions

Established in 2021, Independence Pet Holdings is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.

We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands. 

• Act as primary liaison between the sales organization and Legal.
• Coordinate review, routing, negotiation, tracking, and execution of various legal documents and agreements.
• Facilitate legal review of redlined agreements.
• Monitor outstanding contracts and follow up with internal and external stakeholders.
• Ensure executed agreements are stored in appropriate repositories and retained according to company standards.

• Manage agency and producer licensing and appointment workflows.
• Coordinate licensing verification activities with internal and external stakeholders.
• Review appointment eligibility and appointment status requirements.
• Maintain appointment records and related documentation.
• Track appointment completion and renewal activities.
• Ensure agency and producer data is accurate within designated systems.
• Support broker onboarding and termination processes.

• Facilitate new commission setup and maintenance activities.
• Coordinate commission structure implementation with operational and finance teams.
• Investigate and assist in resolving commission inquiries and discrepancies.
• Support broker commission reconciliations.
• Coordinate vendor and payee setup necessary for commission payments.
• Maintain commission documentation and supporting records.

• Serve as a resource for broker onboarding inquiries.
• Support agency appointment and contracting requests.
• Coordinate Agency-of-Record (AOR) and Broker-of-Record (BOR) changes.
• Respond to inquiries regarding licensing, contracting, commissions, and appointment status.
• Facilitate communication between brokers and internal departments to resolve operational issues.

• Maintain organized repositories of contracts, agreements, licensing records, and operational documentation.
• Develop and update standard operating procedures.
• Maintain internal reference materials and departmental resources.
• Ensure documentation remains accurate, current, and compliant with company standards. 

• Associate's or Bachelor's degree, or equivalent combination of education and experience.
• 3+ years of experience in sales support, sales operations, business operations, account management, insurance administration, or a related field.
• Strong organizational skills with exceptional attention to detail and the ability to manage multiple priorities simultaneously.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office applications, including Excel, Outlook, Teams, and SharePoint.

• Experience with legal agreements, contract administration, or contract review processes.
• Experience with insurance licensing, appointments, broker onboarding, or regulatory compliance.
• Experience with commission administration, reconciliation, or compensation programs.
• Insurance or employee benefits industry experience.
• Experience working with CRM and contract management systems.