Agent Licensing & Contracting Coordinator

Integrity•Montville, CT

2d•Onsite

About The Position

The Agent Licensing & Contracting Coordinator supports insurance agents through licensing, carrier appointments, and contracting processes with multiple life insurance carriers. This role serves as a primary liaison between agents, administrative staff, and carrier representatives to ensure contracts are completed accurately, submitted timely, and maintained throughout the agent's lifecycle. The ideal candidate is highly organized, customer-focused, adaptable, and thrives in a fast-paced environment while managing multiple priorities.

Requirements

High school diploma or equivalent required
Previous experience in insurance contracting, licensing, administration, customer service, or a related field preferred.
Proficiency in Microsoft Office Suite, including Outlook, Excel, and Word.
Experience working with multiple systems and databases simultaneously.
Strong attention to detail and commitment to accuracy.

Nice To Haves

Excellent verbal and written communication skills.
Strong customer service mindset and ability to build positive relationships.
Ability to remain calm and professional when presented with challenges.
Strong problem-solving and critical-thinking abilities.
Highly organized with exceptional attention to detail.
Ability to prioritize and manage multiple tasks in a fast-paced environment.
Team-oriented with a collaborative approach to work.
Adaptable and comfortable with changing priorities and procedures.
Self-motivated with a willingness to learn and grow.
Strong time-management and follow-through skills.
Dependable, organized, service-oriented, adaptable, and enjoys helping agents navigate the contracting process.
Excels at managing details, solving problems, communicating professionally, and working collaboratively to achieve department goals.

Responsibilities

Process new agent contracting applications with multiple life insurance carriers.
Review applications for accuracy and completeness before submission.
Monitor contract submissions and follow up with carriers to ensure timely processing.
Maintain accurate records of agent contracts, statuses, and carrier requirements.
Submit and process contract maintenance requests, including: Name changes, Banking information updates, Contract level changes, Hierarchy and upline changes, Terminations and reinstatements, Other carrier-specific updates as needed.
Serve as a primary point of contact between agents and insurance carriers regarding contracting matters.
Build and maintain positive relationships with carrier representatives.
Research and resolve contracting issues, processing delays, commission-related updates, and missing documentation.
Communicate status updates and resolutions to agents and internal stakeholders promptly and professionally.
Respond to agent inquiries regarding contracting requirements, status requests, and carrier policies.
Assist administrative staff with contracting-related questions and escalations.
Provide exceptional customer service while professionally handling challenging or emotionally heightened situations.
Educate agents on carrier requirements, contracting procedures, and necessary documentation.
Maintain detailed and accurate records within internal databases and carrier systems.
Prioritize daily workloads and manage multiple contracting requests simultaneously.
Meet established turnaround times and service standards.
Identify opportunities to improve contracting processes and workflows.
Stay informed of carrier contracting guidelines, compliance requirements, and procedural updates.