Licensing & Contracting Representative

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

📋 Description

• Oversee the complete contracting process for each new agent, starting from the receipt of initial paperwork to achieving active production status.

• Evaluate and process contracting documents, identify any deficiencies, and ensure files are completed successfully.

• Manage transfer processes for agents transitioning from outside agencies, ensuring that appointments and commission assignments are correctly and timely reassigned.

• Maintain documentation for the onboarding pipeline and ensure follow-through.

• Cultivate relationships with carrier partners regarding agent appointments, status updates, and issue resolution.

• Liaise with carriers to initiate appointments, handle process changes, and resolve discrepancies.

• Act as the primary daily contact for agents and sales management on licensing and contracting inquiries through platforms such as Gmail, Slack, Asana, and internal tickets.

• Take ownership of escalated issues until resolution and proactively follow up on unresolved items.

• Oversee the certification and appointment lifecycles by carrier and state.

• Monitor certification deadlines and renewal periods, initiate processes in advance, and escalate issues with non-responsive agents.

• Track, verify, and audit agent licenses, compliance with continuing education, and background check requirements.

• Identify expiring licenses and compliance gaps before they hinder production.

• Utilize AgentSync and carrier contracting portals to ensure accurate record-keeping and current statuses.

• Detect process inefficiencies and recurring bottlenecks, proposing viable solutions.

• Contribute to consistent execution and uphold quality standards across the Licensing & Contracting team.

• Conduct reference checks and verify past employment for shortlisted candidates during the recruitment process.

⛳️ Requirements

• A high school diploma or an equivalent combination of education and experience.

• Prior experience in insurance agent licensing and carrier contracting.

• Exceptional organizational skills, time management, and attention to detail in a high-volume environment.

• Strong critical thinking skills: the ability to use logic and reasoning to identify deficiencies and compliance gaps early on.

• Capability to manage competing priorities, adapt quickly, and meet all deadlines.

• Clear and professional written and verbal communication with agents, internal teams, and carrier partners.

• An ownership mindset: ensuring every open item is followed through to resolution.

• Capacity to maintain the security of all company-sensitive data.

• A dedicated workspace that is separated from other living areas, allowing for private and uninterrupted work.

• Must reside in an area with access to high-speed internet or utilize an existing high-speed internet service.

• Experience with AgentSync and carrier contracting portals is preferred.

• Familiarity with Medicare carrier appointments and annual certification cycles is preferred.

• Experience with Slack, Asana, and ticketing systems is preferred.

• E-Verify employment eligibility verification is applicable to all new hires.

🏝️ Benefits

• Paid Time Off

• Paid Company Holidays

• Medical, Dental, Vision, and Life Insurance

• HSA and FSA

• 401(k) savings plan with company match of up to 3.5% when you contribute 6% (eligible after 90 days)

• Work-Life Resources available for you and your family

• Discounts on Hotels, Rental Cars, Entertainment, Attractions, & More!

• Paid parental leave for birth, adoption, or foster placement (eligible after 90 days)

• Referral program

• Company-supplied computer equipment

• Remote work / telecommuting