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.
Responsibilities
- Partner with sales managers, agents, internal teams, and carrier partners to ensure agents achieve and maintain ready-to-sell status
- Manage state insurance licensing requirements, including applications, renewals, and continuing education compliance
- Initiate and manage carrier contracting processes, providing ongoing support to agents throughout onboarding
- Maintain, 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 forms
- Build and sustain strong, professional relationships with agents, sales leadership, and external carrier partners
- Respond to escalated issues and clearly communicate resolution to all relevant stakeholders
- Deliver timely, accurate, and professional service to internal and external customers across multiple communication channels
- Complete assigned projects and administrative tasks in support of Licensing & Contracting operations
Skills
- High school diploma or equivalent, or a combination of education and experience, required
- Knowledge and experience with licensing and contracting for insurance carriers
- Ability to work as a team player with a committed, positive approach
- Strong organizational and time management skills with attention to detail
- Critical thinking skills with the ability to use logic and reasoning to identify deficiencies or other concerns
- Strong ability to multitask and to pivot as priorities evolve
- Ability to adhere to and meet deadlines
- Accountable and delivers on requests
- Exceptional communication skills, both verbal and written, are necessary to communicate with internal departments, agents, and carrier partners
- Ability to keep all company-sensitive data secure
- Required to have a dedicated work area established that is separated from other living areas and provides information privately without disruption
- Must live in a location that can receive a high-speed internet connection or leverage an existing high-speed internet service
Benefits
- Paid 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 Overview
- MyPlanAdvocate 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.