Licensing & Contracting Representative

MyPlanAdvocate

4h•$50,000•Remote

About The Position

At MyPlanAdvocate, we are hard at work developing a customer and employee experience that endeavors to improve the lives of everyone we work with. Most importantly, the work we do has a real and ongoing impact to the people we serve. We support an under-served population of people who have paved the way for us. You get a chance to make a difference and to truly change people’s lives. We are looking for a Licensing & Certifications Representative MyPlanAdvocate is currently hiring for a Licensing & Certifications Representative. This role is responsible for the full cycle of agent contracting in accordance with Federal, State and Corporate guidelines. Responsible for using various systems to apply for, monitor, renew, & terminate agent licenses, appointments, & affiliations. This position requires the ability to be able to prioritize, make independent decisions and produce high volumes of work while maintaining a high degree of accuracy in order to meet department SLAs. As well as performing various other administrative tasks as assigned.

Requirements

High school diploma or equivalent, or a combination of education and experience, required.
Knowledge and experience with licensing and contracting for insurance carriers.
Ability to work as a team player with a committed, positive approach.
Strong organizational and time management skills with attention to detail.
Critical thinking skills with the ability to use logic and reasoning to identify deficiencies or other concerns.
Strong ability to multitask and to pivot as priorities evolve.
Ability to adhere to and meet deadlines.
Accountable and delivers on requests.
Exceptional communication skills, both verbal and written, are necessary to communicate with internal departments, agents, and carrier partners.
Ability to keep all company-sensitive data secure.
Required to have a dedicated work area established that is separated from other living areas and provides information privately without disruption.
Must live in a location that can receive a high-speed internet connection or leverage an existing high-speed internet service.

Responsibilities

Partner with sales managers, agents, internal teams, and carrier partners to ensure agents achieve and maintain ready-to-sell status.
Manage state insurance licensing requirements, including applications, renewals, and continuing education compliance.
Initiate and manage carrier contracting processes, providing ongoing support to agents throughout onboarding.
Maintain, track, and audit licensing and contracting statuses for all licensed personnel (agents, trainers, sales managers, etc.).
Proactively follow up with agents via phone, email, and chat to resolve outstanding items such as missing documentation, signatures, background disclosures, or forms.
Build and sustain strong, professional relationships with agents, sales leadership, and external carrier partners.
Respond to escalated issues and clearly communicate resolution to all relevant stakeholders.
Deliver timely, accurate, and professional service to internal and external customers across multiple communication channels.
Complete assigned projects and administrative tasks in support of Licensing & Contracting operations.