Licensing Coordinator I

Integrity Marketing Group•Burlington, NC

About The Position

The Licensing Coordinator I provides administrative and customer support by receiving, reviewing, filing, and submitting contracts, licenses, applications, and other documents. The role processes contracts and licensing for agent appointments with carriers accurately and promptly, and may confirm agent appointments. It also supports carrier and agent onboarding and may be assigned special projects, such as software testing and implementation, along with other duties as assigned. Integrity describes itself as a leading independent distributor of life, health, and wealth insurance products with an insurtech focus. The company emphasizes supporting agents and clients, employee development, and a family-like workplace culture. It is headquartered in Dallas, Texas, and supports independent agents serving clients nationwide. Integrity, LLC is an Equal Opportunity employer and provides reasonable accommodations for qualified individuals with disabilities.

Requirements

High school diploma or GED.
0–2 years of relevant experience.
Communicate effectively in person, by phone, and in writing, with strong oral and written skills.
Apply reasoning and common sense to follow written and verbal instructions accurately.
Be proficient in basic computer navigation and commonly used applications, including email, word processing, spreadsheets, the internet, and Adobe software.
Manage multiple tasks efficiently in a fast-paced environment, with strong planning and organizational abilities.
Adapt to changing business operations and work effectively both independently and as part of a team.

Nice To Haves

Prior experience is preferred but not required.

Responsibilities

Process contracts and licensing for agent appointments with carriers accurately and in a timely manner.
Compile and verify data before entry, and take necessary action to ensure submitted data is complete, correct, and accurate.
Record completed work, transmit entered information into the database, and file or route documents after entry.
Respond to customer inquiries about submitted-document status and resolve questions, inconsistencies, or missing information in submitted documents.
Follow processes and procedures to ensure timely document turnaround and follow-up.
Process updates, changes, and additions to contracts, agent appointment licenses, carrier licensing forms in the system, and commission schedules for and from carriers in the system.
Support new carrier and new agent onboarding.
Complete special projects, which may include software testing and implementation.
Perform other duties as assigned.