Licensing & Agent Support Specialist

ValuTeachers • Ponte Vedra, FL

3d

About The Position

ValuTeachers Inc. is seeking an organized, dependable, and people-focused specialist to support Retirement Specialists and help new team members establish their businesses. The role combines agent licensing and contracting coordination, onboarding and training support, and day-to-day administrative assistance. The position is hourly, with pay based on experience, and is scheduled Monday, Wednesday, and Thursday from 9 a.m. to 1 p.m.

The specialist guides new and existing agents through insurance licensing, contracting, carrier appointments, and onboarding processes. The role also maintains accurate records and tracking systems, helps agents navigate company portals and training platforms, follows up on outstanding requirements, and coordinates with leadership to prepare new agents to begin.

Additional duties include administrative support for leadership and team members, managing spreadsheets and files, assisting with scheduling and communications, and preparing documents and reports. The ideal candidate is proactive, personable, adaptable, accurate, and comfortable handling confidential information. Previous administrative, insurance licensing, contracting, or onboarding experience is preferred; experience with insurance carriers or financial services is a plus.

Requirements

• Exceptional organizational skills and strong attention to detail.
• Professional, polished, and personable communication style.
• Excellent relationship-building and customer service skills.
• Ability to multitask, prioritize, and meet deadlines.
• Adaptability and flexibility in a fast-paced environment.
• Self-motivation and ability to work independently.
• Positive, can-do attitude and willingness to learn.
• Strong computer skills, including Microsoft Office, Excel, email, and online systems.
• Ability to handle confidential information professionally and discreetly.
• Strong problem-solving skills and a proactive mindset.

Nice To Haves

• Previous administrative, insurance licensing, contracting, or onboarding experience.
• Experience working with insurance carriers or in financial services.

Responsibilities

• Assist new and existing agents with insurance licensing and contracting processes.
• Coordinate agent appointments with insurance carriers.
• Track licensing requirements, renewals, appointments, and contracting statuses.
• Communicate with insurance carriers and agents to resolve outstanding requirements.
• Maintain accurate and organized agent records.
• Ensure required paperwork and documentation are submitted accurately and on time.
• Guide new agents through the onboarding process.
• Help new team members navigate company portals, training platforms, and required documentation.
• Monitor onboarding progress and follow up on outstanding tasks.
• Coordinate with leadership to ensure new agents are prepared to begin.
• Serve as a point of contact for new agents and help provide a welcoming, organized onboarding experience.
• Provide day-to-day administrative assistance to leadership and team members.
• Manage spreadsheets, databases, files, and internal tracking systems.
• Assist with scheduling, emails, phone calls, and follow-up communication.
• Prepare documents, reports, and other administrative materials.
• Take initiative and assist with additional projects as needed.

What This Job Offers

• Job Type: Part-time
• Education Level: No Education Listed