[Remote] Licensing & Contracting Representative

Note: The job is a remote job and is open to candidates in USA. MyPlanAdvocate is dedicated to improving customer and employee experiences, and they are seeking a Licensing & Contracting Representative. This role is responsible for managing the full cycle of agent contracting and ensuring compliance with various licensing requirements.ResponsibilitiesPartner with sales managers, agents, internal teams, and carrier partners to ensure agents achieve and maintain ready-to-sell statusManage state insurance licensing requirements, including applications, renewals, and continuing education complianceInitiate and manage carrier contracting processes, providing ongoing support to agents throughout onboardingMaintain, 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 formsBuild and sustain strong, professional relationships with agents, sales leadership, and external carrier partnersRespond to escalated issues and clearly communicate resolution to all relevant stakeholdersDeliver timely, accurate, and professional service to internal and external customers across multiple communication channelsComplete assigned projects and administrative tasks in support of Licensing & Contracting operationsSkillsHigh school diploma or equivalent, or a combination of education and experience, requiredKnowledge and experience with licensing and contracting for insurance carriersAbility to work as a team player with a committed, positive approachStrong organizational and time management skills with attention to detailCritical thinking skills with the ability to use logic and reasoning to identify deficiencies or other concernsStrong ability to multitask and to pivot as priorities evolveAbility to adhere to and meet deadlinesAccountable and delivers on requestsExceptional communication skills, both verbal and written, are necessary to communicate with internal departments, agents, and carrier partnersAbility to keep all company-sensitive data secureRequired to have a dedicated work area established that is separated from other living areas and provides information privately without disruptionMust live in a location that can receive a high-speed internet connection or leverage an existing high-speed internet serviceBenefitsPaid Time Off.Paid Company Holidays.Medical, Dental, Vision, Life Insurance, HSA, FSA, and more.401 (K) savings plan with company matching up to 3%Work-Life Resources for you and your family.Discounts with Hotels, Rental Cars, Entertainment, Attractions, & More!Maternity/Paternity/Adoption paid leave.Referral program.Company-supplied computer equipment.Company OverviewMyPlanAdvocate is a rapidly developing Medicare brokerage firm focused on cutting-edge technology and analytics. It was founded in 2021, and is headquartered in Salt Lake City, Utah, USA, with a workforce of 51-200 employees. Its website is http://www.myplanadvocate.com.



Apply Now