Insurance Licensing Coordinator

Premier Staffing Solution•Fort Lauderdale, FL

About The Position

The Insurance Licensing Coordinator / Account Manager will serve as a subject matter expert in insurance licensing and compliance . This role combines licensing administration with customer success, onboarding, and account management responsibilities. The ideal candidate will be detail-oriented, proactive, and dedicated to providing an exceptional client experience. You'll play a key role in onboarding new customers, conducting platform demos, and supporting agencies, carriers, and MGAs as they manage their licensing and appointment processes through our Client.

Requirements

At least 3 years of experience in insurance licensing within the Property & Casualty and/or Life, Health & Disability sectors.
Strong knowledge of insurance laws, compliance standards, and licensing platforms (NAIC, NIPR).
Exceptional communication skills and a customer-first mindset.
Proven ability to research and interpret insurance regulations accurately.
Highly organized, detail-oriented, and able to manage multiple projects simultaneously.
Self-motivated, goal-oriented, and comfortable working both independently and within a team.

Nice To Haves

Experience managing client onboarding, training, or customer success in a SaaS or insurance environment preferred.

Responsibilities

Develop in-depth expertise in the company platform to deliver engaging, professional product demonstrations.
Conduct demos for prospective clients, showcasing the platform's value and capabilities.
Serve as a subject matter expert (SME) on licensing and compliance during sales calls and client discussions.
Lead onboarding sessions for new clients to ensure smooth implementation and successful platform adoption.
Provide proactive, high-quality customer service and serve as the main point of contact for assigned accounts.
Communicate with customers via email, phone, and video to answer questions, provide training, and resolve issues.
Collaborate with internal teams to ensure seamless handoffs between sales, implementation, and support.
Track client satisfaction, identify opportunities for improvement, and contribute to retention and growth initiatives.
Process new and renewal licenses, address/contact changes , and manage carrier state appointments (new, renewal, and termination).
Validate licensing and appointment status for agencies, carriers, MGAs, and their producers to ensure compliance.
Research and interpret state requirements to determine applicable regulations and compliance standards.
Monitor changes in insurance regulations and compliance standards across all states.
Review bulletins, guidelines, and industry updates from NAIC, NIPR, and Departments of Insurance.
Ensure all company materials and communications adhere to regulatory requirements.
Stay informed on NAIC, NIPR , and other industry organizations and standards.