Licensing Contracting and Commissions Specialist
Monrovia, CA
Job type
Full-time
Pay range
$53,000
Location
Remote
Language
English
Description
Do you wish to positively affect the lives of people around the world?
Become part of a different kind of organization – one of impact and significance that carries the spirit of Aloha into every client interaction, fostering dreams for families and future generations through our vast network of financial organizations and specialists from around the world – our Ohana (family).
About Us
Our company – The Pacific Bridge Companies (TPBC) – reaches back to the 1930’s when our founding fathers abolished racially discriminatory underwriting practices in the life insurance industry of the United States.
Today, we’re all about making global financial navigation a reality by helping financial advisors guide their clients wherever in the world their lives may lead. Initially aiming our efforts at people and companies living multi-national lives between Asia and the United States, we are expanding to meet the quick and growing demand from other parts of the world with efforts now focused on spanning the globe.
If you believe in the importance of financial advice that flexes as one ventures from one part of the world to another, you share in our hope. Perhaps this is where your talent may be of best use. We’d love to explore that with you – let’s talk soon!
About the Role
At the Pacific Bridge Companies, we support advisors and clients across borders, generations, and cultures. This role is central to shaping the advisor experience, from onboarding and licensing to contracting and compensation.
You’ll manage the systems and processes that help advisors move forward with clarity and confidence. Whether it’s coordinating licenses, managing contracting paperwork, or reconciling compensation reports, your work will help build trust and support advisor growth.
Primary Roles and Responsibilities
Licensing & Appointments
- Coordinate license applications and renewals for individuals and business entities across multiple states
- Validate licensing and registrations for advisors working with variable products
- Submit and track appointment requests through carrier portals and internal systems
- Maintain accurate records of license statuses, confirmations, and expirations
Contracting Operations
- Oversee the contracting process for advisors working with life, annuity, and variable products
- Review contracting documentation for accuracy and completeness
- Manage onboarding workflows for both U.S.-based and international advisors
- Identify and escalate compliance or jurisdiction-specific issues
- Monitor contracting progress using systems such as SuranceBay and Agency Integrator
Compensation & Reporting
- Reconcile commission statements from various carriers and process payments to upline advisors and partners
- Maintain detailed records of commission activity and generate override reports for leadership
- Provide clear and timely commission statements to help advisors understand their compensation
- Work with carriers and internal teams to resolve discrepancies
- Organize documentation to support audits and reporting
QuickBooks Online
- Record and categorize financial transactions related to commissions, overrides, and reimbursements
- Perform monthly reconciliations of bank and credit card accounts
- Ensure financial records support internal operations and advisor-facing expectations
Preferred Experience & Skills
- 3 or more years of experience in insurance licensing, contracting, or commission administration
- Understanding of life and annuity carrier processes and multi-state licensing requirements
- Experience with commission reconciliation and compensation reporting
- Proficiency with QuickBooks Online
- Strong organizational skills and attention to detail
- Comfortable working across platforms such as Agency Integrator, SuranceBay, NIPR/Sircon, and carrier portals
- Clear and professional communication skills
- Ability to manage multiple priorities with minimal supervision
What Makes Someone a Great Fit
- You enjoy creating smooth, efficient workflows
- You solve problems before they become visible
- You take pride in building processes that support others
- You want your work to have a real impact on people’s experience
Our Culture
We care deeply about the people we work with and the people we serve. Our values are rooted in Aloha (care and respect), Ohana (family), Pono (doing what’s right), and Imua (purposeful progress). In this role, you will reflect those values through your work with advisors and team members.
Work Environment
- Full-time, Monday through Friday
- Remote or Hybrid (if you reside in Southern California area)
- Regular team check-ins through Microsoft Teams and shared task platforms
- Established SOPs and clear workflows to support your day-to-day work
Benefits
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
The Pacific Bridge Companies is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law. All employment decisions are made based on qualifications, merit, and business needs.
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