Insurance Licensing Associate (Entry Level)

Financial Grade • Brentwood, TN

1d

About The Position

The Insurance Licensing Associate is an entry-level administrative support role responsible for assisting with the onboarding, licensing, contracting, and ongoing compliance of Financial Grade agents and agencies.

Requirements

• High school diploma required, Associate’s or bachelor’s preferred.
• Administrative or customer service experience preferred.
• Basic Microsoft Office proficiency.
• Ability to learn CRM and carrier portals.

Responsibilities

• Assist with processing agent contracting packets and enrollment applications.
• Support tracking agent licensing statuses to ensure appointments and renewals remain current.
• Maintain accurate records in internal systems and logs.
• Communicate with agents to gather documentation and provide updates.
• Prepare and submit documentation to carriers.
• Support acquisition of new state licenses.
• Assist with annual certification tracking.
• Provide administrative support for shipping agent kits and materials.
• Update contracting and licensing training materials.
• Support incoming communication routing.
• Participate in team meetings and process improvement.
• Perform additional administrative duties as assigned.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED