Note: The job is a remote job and is open to candidates in USA. Martin & Company is a leading, tech-enabled insurance advisory firm. They are seeking a detail-oriented and regulatory-savvy Insurance Licensing Analyst to manage the end-to-end process of preparing and submitting insurance company applications and regulatory documentation across state Departments of Insurance.
Responsibilities
- Prepare and submit Primary, Expansion, and Corporate Amendment Applications, business entity filings, and renewals across multiple jurisdictions
- Manage Risk Purchasing Group licensing requests, renewal filings, and related regulatory documentation submitted to the Departments of Insurance
- Maintain Advisory/Rating Organization licensing filings and renewals
- Review company materials to ensure compliance with applicable lines of authority
- Serve as a key liaison between internal business teams and state regulators — facilitating clear, timely information exchange
- Stay current on insurance licensing requirements, regulatory processes, and filing procedures to proactively support compliance
- Maintain accurate and up-to-date company licensing records and regulatory data
- Lead and participate in stakeholder meetings, keeping key parties informed and aligned
- Conduct state regulatory research and present findings to product teams to support ongoing compliance initiatives
- Provide general administrative and regulatory support as needed
Skills
- 2–3 years of experience in the insurance industry
- Hands-on experience preparing insurance company licensing and corporate/business filings
- Familiarity with the Uniform Certificate of Authority Application (UCAA), including Primary, Expansion, Corporate Amendment, and Redomestication filings
- Working knowledge of insurance regulatory processes and compliance standards
- Ability to prepare and organize filings submitted to state Departments of Insurance
- Strong attention to detail and ability to identify inconsistencies in applications, corporate records, financial documents, or regulatory forms
- Ability to track deadlines, filing statuses, fees, approvals, RFIs, and follow-up items
- Proficiency with Microsoft Excel, Word, Outlook, and document management systems
- Strong written and verbal communication skills for communicating with regulators, internal teams, officers, directors, and clients
- Ability to manage multiple filings and deadlines at the same time
- Strong organizational skills and ability to maintain accurate trackers, checklists, and filing records
- Sharp research, proofreading, and document formatting abilities
- A proactive, solutions-oriented mindset with the ability to manage priorities and work independently
- Experience in legal, compliance, or agent licensing is a plus
- Prior experience using the NAIC UCAA system or UCAA checklists
- Experience with NAIC filings, state DOI portals, SERFF, OPTins, or other regulatory filing platforms
- Knowledge of insurance company expansion applications, corporate amendments, address changes, name changes, officer/director changes, mergers, redomestications, or changes in control
Benefits
- Health, dental, and vision insurance
- 401(k) retirement plan options
- Generous, flexible paid-time-off (PTO) policy
Company Overview