Credentialing Associate

This is a fully remote position, open to applicants in Florida.

📋 Description

• Oversee and facilitate the credentialing, onboarding, and appointment processes for agents and agencies with insurance carriers.

• Assess and confirm the completeness and compliance of licensing, E&O insurance, background checks, certifications, and other essential documentation.

• Keep precise records in the agency management, licensing, and credentialing systems.

• Track license renewals, carrier appointments, certifications, and compliance deadlines to ensure uninterrupted selling authority.

• Submit and monitor carrier appointment applications along with related onboarding documentation.

• Liaise with agents, agencies, carriers, and internal stakeholders concerning missing documentation, status updates, and credentialing requirements.

• Ensure adherence to state insurance regulations, carrier guidelines, and internal policies.

• Assist in audit and reporting tasks related to licensing, appointments, and compliance.

• Support onboarding initiatives for new franchise locations, agencies, or producers.

• Proactively identify and resolve credentialing discrepancies or delays.

• Safeguard the confidentiality and security of sensitive producer and company data.

• Generate reports and maintain tracking metrics associated with credentialing turnaround times and compliance status.

• Achieve success metrics such as timely onboarding and appointments, accurate record-keeping, reduced processing delays, positive partner experiences, and audit readiness.

⛳️ Requirements

• High school diploma or equivalent is required.

• An Associate’s or Bachelor’s degree in business, insurance, finance, or a related field is preferred.

• 1–3 years of experience in insurance operations, licensing, credentialing, compliance, or administrative roles is preferred.

• Prior experience in personal lines insurance, agency operations, or carrier appointment processing is preferred.

• Exceptional attention to detail and strong organizational abilities.

• Understanding of insurance licensing and carrier appointment procedures.

• Familiarity with state insurance regulations and compliance standards.

• Capability to manage multiple deadlines and priorities in a dynamic environment.

• Excellent written and verbal communication skills.

• Proficiency in Microsoft Office Suite and agency management systems.

• Strong problem-solving skills and ability to follow through on tasks.

• Ability to work both independently and collaboratively across departments.

• Experience with NIPR, Sircon, or state licensing systems is preferred.

• Knowledge of personal lines insurance products and distribution models is preferred.

• Experience in supporting franchise or multi-location agency settings is preferred.

• An insurance license is preferred but not mandatory.

• Availability to work standard business hours, with occasional overtime during peak onboarding periods.

🏝️ Benefits

• Comprehensive back-office services, marketing resources, and ongoing learning and development are offered to agency owners.

• Primarily an office or remote work environment.

• An equal opportunity workplace dedicated to diversity, inclusion, and a discrimination- and harassment-free environment.