[Remote] Licensing & Contracting Representative

Note: The job is a remote job and is open to candidates in USA. MyPlanAdvocate is dedicated to enhancing customer and employee experiences, aiming to positively impact the lives of those they serve. They are seeking a Licensing & Contracting Representative responsible for managing the full cycle of agent contracting, ensuring compliance with various licensing requirements, and supporting agents through the onboarding process.

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