Licensing & Agent Support Specialist

ValuTeachers • Nocatee, FL

3d

About The Position

ValuTeachers Inc. is seeking a motivated, dependable, and highly organized Licensing, Contracting & Onboarding Specialist to support its Retirement Specialists and help new team members launch their businesses. This hourly role provides licensing, contracting, onboarding, and day-to-day administrative support in a growing, people-focused organization. The schedule is Monday, Wednesday, and Thursday from 9 a.m. to 1 p.m., with hourly pay based on experience.

The specialist assists agents with licensing, contracting, and carrier appointments; tracks requirements and maintains accurate records; and helps ensure paperwork is complete and submitted on time. The role also guides new agents through onboarding, helps them use company portals and training platforms, monitors progress, and serves as a reliable point of contact. Additional duties include administrative support, maintaining spreadsheets and files, assisting with scheduling and communications, and preparing documents and reports.

The ideal candidate is organized, detail-oriented, personable, adaptable, proactive, and comfortable working independently while supporting a team. 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.
• Polished, professional, and personable communication style.
• Excellent relationship-building and customer service skills.
• Ability to multitask, prioritize, and meet deadlines.
• Adaptability and comfort working 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 with professionalism and discretion.
• 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 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 from start to finish.
• 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 prepare new agents to begin.
• Serve as a friendly, reliable point of contact for new agents and help create a welcoming 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