About the Client The client is in the insurance industry and has a business model that involves recruiting and onboarding new insurance agents, while also providing ongoing support to those who are already licensed. They are seeking someone to assist the agent onboarding process and provide administrative assistance. The client is likely looking to grow their team of agents and needs support to do so efficiently.
About the Role
We are seeking a highly organized, proactive, and detail-oriented New Agent Onboarding, Licensing & Business Coordinator to play a pivotal role in the successful integration and early career development of our new agents. This multifaceted position involves guiding new agents through the entire licensing process, ensuring a smooth administrative onboarding, and actively supporting the initial stages of their new business activities. You will be a key resource for our new team members, providing essential support and ensuring they are set up for success from day one.
Key Responsibilities
New Agent Licensing & Onboarding Specialist:
- Serve as the primary point of contact and dedicated guide for new agents navigating the licensing process from initial application to becoming a fully licensed professional.
- Provide comprehensive guidance on each step of the licensing journey, ensuring clarity on requirements, timelines, and expectations.
- Proactively follow up with new agents via calls and text messages to offer consistent support, address questions, and keep them on track to meet testing deadlines.
- Lead new agents through the licensing checklist, ensuring all necessary steps are completed efficiently.
- Facilitate registration with the pre-licensing course and provide a thorough tour of the course site.
- Offer valuable study tips and suggestions to maximize success in the pre-licensing course.
- Guide new agents through the process of signing up for their state licensing exam and scheduling fingerprinting appointments.
- Assist with the completion and submission of the state licensing application.
- Manage the process of submitting the licensing documentation to [Specify relevant entity, e.g., GFI].
- Ensure new agents understand and complete their initial continuity education requirements (AML, Annuity, LTC, etc.).
- Facilitate Errors & Omissions (E&O) subscription setup.
- Manage SureLC account creation and process initial appointment requests.
New Business Coordination: - Actively push new business initiatives and support agents in their initial sales efforts.
- Diligently track new business from the initial application stage through to policy delivery.
- Proactively connect with agents and, at times, clients to ensure all required information is submitted accurately and in good order.
- Follow up daily with insurance carriers on the progress of applications through intake, underwriting or suitability review, and final delivery.
Administrative & Data Support: - Accurately and efficiently submit licensing applications on behalf of new agents.
- Conduct thorough quality control reviews of the first 10 applications submitted by each new agent to ensure accuracy and compliance.
- Manage follow-up tasks at various stages of the licensing and new business processes.
- Compile necessary documents and maintain organized records for both licensing and new business activities.
- Assist with policy tracking and related administrative duties.
Social Media & Content Creation (Beneficial): - Utilize basic Canva skills to design and create engaging posters and flyers for internal communications, agent support materials, or recruitment initiatives (if capable).
Tech Stack / Skills / Experience - CRM Experience
- Apple ID - company uses iOS to communicate (Must Have)
- Basic Canva Knowledge
- Google Sheets & Workspace experience
- Bilingual (English & Spanish) If possible
- Previous life insurance experience (nice to have)
Candidate Characteristics - Has Integrity
- Prompt
- Good communication skills
- Structured
- Team Player
- Customer service driven - wants to go above and beyond
- Accountable
- Flexible
- People person
- Able to handle multiple tasks
- Open to taking on more tasks and learning
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