Agency Relations Coordinator
Integrity Marketing Group•Cedar Falls, IA
•Onsite
About The Position
This role supports agent onboarding, licensing, contracting, and ongoing agent relations by coordinating carrier requirements, maintaining accurate data, and delivering high-quality administrative and operational support. The position ensures a smooth contracting process, timely service to agents, and effective execution of office support activities.
Requirements
- High school diploma
- 2–5 years of administrative, operations, or related experience
- Proficiency in Microsoft Office and database systems
- Strong communication and customer service skills
- Strong attention to detail and organizational skills
- Strong time management skills including the ability to manage multiple priorities and meet deadlines
- Professional communication with agents, carriers, and team members
- Proactive problem-solving and solution-oriented mindset
- High level of accountability, confidentiality, and follow-through
- Collaborative team player with a positive, service-focused attitude
- Adapts to changing business operations and works well both independently and as part of a team.
Nice To Haves
- Experience with licensing, contracting, or insurance industry
Responsibilities
- Process agent contracting for health, life, and annuity carriers in an accurate and timely manner
- Track and follow up on pending contracts with carriers and agents
- Obtain and verify licenses; monitor and notify agents of upcoming expirations
- Maintain contracting requirements, SOPs, and carrier-specific guidelines
- Issue writing numbers, onboard new agents, and process terminations (with approval)
- Support commission assignments and book-of-business transfers
- Guide new agents through onboarding, including system setup, contracting materials, and training registration
- Utilize carrier websites, OneNote, Monday.com, and other tools to assist in tracking and cleaning up pending and submitted contracts, ensuring efficient management of the agent pipeline.
- Respond to agent inquiries and provide ongoing support
- Maintain strong working relationships with agents, carriers, and internal teams
- Special projects and other duties assigned.
- Entering, verifying, and reconciling production
- Maintain and update agent records in database systems
- Ensure compliance with state DOI (Department of Insurance) regulations and carrier requirements
- Communicate updates as needed
- Prepare reports related to licensing, contracting, and agent programs
Benefits
- competitive compensation package
- benefits that make work more fun and give you and your family peace of mind
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
