Agent Services Specialist

Financial Grade • Brentwood, TN

1d • Onsite

About The Position

Financial Grade is a leading Field Marketing Organization (FMO), and our Senior Consultants provide licensed independent Medicare insurance agents with our FMO tools and guidance needed to succeed in the Medicare market. Are you highly organized, detail-oriented, and passionate about supporting agents in the insurance industry? We’re looking for an Agent Services Specialist to join our growing team. This role is key in ensuring our agents and representatives are properly contracted, licensed, and supported while helping to build strong partnerships that fuel our success. What You’ll Do In this role, you’ll be the go-to resource for our internal and external agents.

Requirements

• Associate's degree in Business or related field, OR 3+ years of experience in a related role
• Strong written and verbal communication skills
• Ability to prioritize, multitask, and meet deadlines
• Experience with Microsoft Office, Nipr, AgentSync, AgencyBloc, and carrier portals
• Team-oriented with strong interpersonal skills
• Professional, dependable, and adaptable to change
• Detail-driven with a focus on accuracy and efficiency
• Customer service mindset with problem-solving abilities

Nice To Haves

• Knowledge of the insurance industry a plus (but not required)

Responsibilities

• Managing contracting for all internal and external agents
• Following up on lead inquiries
• Ensuring all in-house representatives maintain active and up-to-date licenses
• Onboarding new agents
• Acquiring and maintaining state licenses and carrier appointments
• Assisting with agent certifications and compliance requirements
• Acting as the first point of contact for agent questions, concerns, and needs
• Fulfilling agent orders and coordinating kit shipments
• Communicating carrier updates, training opportunities, and scheduling webinars
• Supporting agent events, conferences, and relationship-building initiatives
• Serving as a liaison between agents, carriers, and company leadership
• Maintaining accurate records, activity logs, and training manuals
• Providing exceptional customer service to agents and clients

Benefits

• Competitive hourly base pay with an annual performance-based bonus.
• Health insurance (medical, dental, vision) with 75% employer paid.
• Ancillary benefits (life, pet care, disability, hospital indemnity, accident, critical illness).
• 401(k) plan with matching and profit-sharing.
• Paid vacation, sick time, and company holidays, including the week of Christmas.
• Positive work environment with growth opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 1-10 employees