Insurance Licensing Associate (Entry Level)
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. Essential Duties & 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. Competencies: - Attention to Detail - Communication - Customer Service - Organization - Teamwork - Adaptability - Professionalism
Requirements
- High school diploma required
- Basic Microsoft Office proficiency.
- Ability to learn CRM and carrier portals.
Nice To Haves
- Associate’s or bachelor’s preferred.
- Administrative or customer service experience preferred.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
