Licensing & Contracting Representative

MyPlanAdvocate

2d•$50,000 - $60,000•Remote

About The Position

The Licensing & Contracting Representative owns the full agent lifecycle, from initial contracting paperwork through active selling status, renewals, and transfers. The role ensures agents are properly licensed, appointed, certified, and compliant so they are ready to sell and can provide trusted guidance to Medicare beneficiaries. It suits someone who thrives on accuracy, follow-through, and high volume, and who prevents missed deadlines. The representative manages agent onboarding and contracting, carrier relationships, agent support and issue resolution, certifications and appointments, licensing and compliance, and day-to-day process and systems. The role requires maintaining accurate records, tracking deadlines and compliance requirements, resolving open issues, and identifying process improvements. This is a telecommuting role. The employee must secure company-sensitive data, maintain a dedicated and private work area separated from other living areas, and have access to high-speed internet.

Requirements

High school diploma or equivalent, or an equivalent combination of education and experience.
Experience in insurance agent licensing and carrier contracting.
Strong organization, time management, and attention to detail in a high-volume environment.
Critical thinking skills, including the ability to use logic and reasoning to identify deficiencies and compliance gaps early.
Ability to manage competing priorities, pivot quickly, and meet deadlines.
Clear, professional written and verbal communication with agents, internal teams, and carrier partners.
Ownership mindset and ability to follow open items through to resolution.
Ability to keep company-sensitive data secure.
Ability to maintain a dedicated work area separated from other living areas that enables private work without disruption.
Must live in a location with access to high-speed internet or have existing high-speed internet service.

Nice To Haves

Experience with AgentSync and carrier contracting portals.
Familiarity with Medicare carrier appointments and annual certification cycles.
Experience with Slack, Asana, and ticketing systems.

Responsibilities

Own the end-to-end contracting process for new agents, from receiving initial paperwork through active production status.
Review and process contracting documentation, identify deficiencies early, and drive files to completion.
Manage transfers for agents moving from outside agencies, ensuring appointments and commission assignments are reassigned correctly and on time.
Maintain clear documentation and timely follow-through on open onboarding files.
Manage carrier-partner relationships regarding agent appointments, status changes, and issue resolution.
Communicate with carriers to initiate appointments, process changes, and resolve discrepancies.
Serve as the primary daily contact for agents and sales management on licensing and contracting matters across Gmail, Slack, Asana, and internal tickets.
Own escalated issues through resolution and proactively follow up on missing signatures, background disclosures, incomplete forms, and pending certifications.
Manage the certification and appointment lifecycle for assigned agents by carrier and state.
Track certification deadlines and renewal windows, initiate processes ahead of schedule, support agents in meeting timelines, and escalate non-responsive agents to sales leadership before a lapse occurs.
Track, verify, and audit assigned agents' licensing status, continuing education compliance, and background check requirements.
Flag expiring licenses and compliance gaps before they become production blockers, ensuring assigned agents do not sell out of compliance.
Use AgentSync and carrier contracting portals to maintain accurate agent records, current statuses, and complete documentation.
Identify process gaps and recurring bottlenecks and bring solutions to the team.
Contribute to consistent, high-quality execution across the Licensing & Contracting team and share effective practices.

Benefits

Paid time off.
Paid company holidays.
Medical, dental, vision, and life insurance.
HSA and FSA.
401(k) savings plan with company match of up to 3.5% when contributing 6%, eligible after 90 days.
Work-life resources for employees and their families.
Discounts on hotels, rental cars, entertainment, attractions, and more.
Paid parental leave for birth, adoption, or foster placement, eligible after 90 days.
Referral program.
Company-supplied computer equipment.