Agent Licensing & Contracting Coordinator
Position Summar y
The Agent Licensing & Contracting Coordinator supports insurance agents through licensing, carrier appointments, and contracting processes with multiple life insurance carriers. This role serves as a primary liaison between agents, administrative staff, and carrier representatives to ensure contracts are completed accurately, submitted timely, and maintained throughout the agent's lifecycle. The ideal candidate is highly organized, customer-focused, adaptable, and thrives in a fast-paced environment while managing multiple priorities.
Essential Duties and Responsibilities
Agent Contracting & Maintenanc e
· Process new agent contracting applications with multiple life insurance carriers.
· Review applications for accuracy and completeness before submission.
· Monitor contract submissions and follow up with carriers to ensure timely processing.
· Maintain accurate records of agent contracts, statuses, and carrier requirements.
· Submit and process contract maintenance requests, including:
Name changes
Banking information updates
Contract level changes
Hierarchy and upline changes
Terminations and reinstatements
Other carrier-specific updates as needed
Carrier Relations & Communicatio n
· Serve as a primary point of contact between agents and insurance carriers regarding contracting matters.
· Build and maintain positive relationships with carrier representatives.
· Research and resolve contracting issues, processing delays, commission-related updates, and missing documentation.
· Communicate status updates and resolutions to agents and internal stakeholders promptly and professionally.
Agent & Administrative Suppor t
· Respond to agent inquiries regarding contracting requirements, status requests, and carrier policies.
· Assist administrative staff with contracting-related questions and escalations.
· Provide exceptional customer service while professionally handling challenging or emotionally heightened situations.
· Educate agents on carrier requirements, contracting procedures, and necessary documentation.
Organization & Process Managemen t
· Maintain detailed and accurate records within internal databases and carrier systems.
· Prioritize daily workloads and manage multiple contracting requests simultaneously.
· Meet established turnaround times and service standards.
· Identify opportunities to improve contracting processes and workflows.
· Stay informed of carrier contracting guidelines, compliance requirements, and procedural updates.
Required Qualifications
· High school diploma or equivalent required
· Previous experience in insurance contracting, licensing, administration, customer service, or a related field preferred.
· Proficiency in Microsoft Office Suite, including Outlook, Excel, and Word.
· Experience working with multiple systems and databases simultaneously.
· Strong attention to detail and commitment to accuracy.
Desired Skills & Competencies
· Excellent verbal and written communication skills.
· Strong customer service mindset and ability to build positive relationships.
· Ability to remain calm and professional when presented with challenges.
· Strong problem-solving and critical-thinking abilities.
· Highly organized with exceptional attention to detail.
· Ability to prioritize and manage multiple tasks in a fast-paced environment.
· Team-oriented with a collaborative approach to work.
· Adaptable and comfortable with changing priorities and procedures.
· Self-motivated with a willingness to learn and grow.
· Strong time-management and follow-through skills.
Work Environment
· Fast-paced office environment supporting life insurance agent contracting operations.
· Frequent interaction with agents, carrier representatives, and internal departments.
· Requires the ability to balance multiple priorities while maintaining high levels of accuracy and customer service.
Preferred Candidate Trait s
The ideal candidate is dependable, organized,…