Insurance Licensing Associate (Entry Level)

The Insurance Licensing Associate is an entry-level administrative support role responsible for assisting with the onboarding, licensing, contracting, and ongoing compliance of Financial Grade agents and agencies.

Essential Duties & Responsibilities:

- Assist with processing agent contracting packets and enrollment applications.

- Support tracking agent licensing statuses to ensure appointments and renewals remain current.

- Maintain accurate records in internal systems and logs.

- Communicate with agents to gather documentation and provide updates.

- Prepare and submit documentation to carriers.

- Support acquisition of new state licenses.

- Assist with annual certification tracking.

- Provide administrative support for shipping agent kits and materials.

- Update contracting and licensing training materials.

- Support incoming communication routing.

- Participate in team meetings and process improvement.

- Perform additional administrative duties as assigned.

Competencies:

- Attention to Detail

- Communication

- Customer Service

- Organization

- Teamwork

- Adaptability

- Professionalism

Qualifications:

Education & Experience:

- High school diploma required, Associate’s or bachelor’s preferred.

- Administrative or customer service experience preferred.

Technical Skills:

- Basic Microsoft Office proficiency.

- Ability to learn CRM and carrier portals.