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Position Overview
As a Licensing and Contracting Specialist at QuoteManage, you will play a vital role in the onboarding process for both licensed and potentially non-licensed agents. Your primary responsibility is to manage and coordinate all aspects of licensing, insurance contracting, and carrier certifications to ensure agents are fully prepared and compliant to begin selling quickly and accurately.
Key Responsibilities
Coordinate pre-hire licensing and contracting tasks with both licensed and non-licensed agents, if needed.
Provide clear instructions and support to agents regarding QuoteManage’s contracting and licensing requirements, including emailing new hires promptly.
Submit insurance contracts to carriers and maintain accurate data to facilitate agent activation including daily updating of our Agent Contracting spreadsheet.
Communicate with agents about license renewals, including continuing education (CE) requirements, and follow up to ensure completion.
Manage updates and changes for active agents related to licensing, appointments, and certifications.
Notify LCC Manager of any licensing or Ready to Sell issues immediately.
Key Attributes
Analytical and solution-oriented mindset
Strong written and verbal communication skills
High attention to detail and accuracy
Strong organizational and time-management skills
Ability to manage multiple priorities in a fast-paced environment
Self-starter with an entrepreneurial approach and sense of ownership
Confident making independent decisions within defined guidelines
Internal & External Collaboration
Work directly with insurance carriers represented by QuoteManage to ensure agent readiness.
Partner closely with the support teams like Learning & Development to align onboarding timelines and maintain agent readiness.
Coordinate with internal sales teams to ensure all agents meet AEP readiness goals.
Maintain up-to-date data for agent licensing and contracting to support business continuity.
Serve as a point of contact for questions regarding the status of designated agents for onboarding.
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To learn more, visit us Here.
Interviews will take place after resumes have been screened for minimum requirements. Please note that this position is not restricted solely to the responsibilities listed above and that the job scope and responsibilities are subject to change.
For more information about our collection, use, and disclosure of your personal information in connection with our evaluating your candidacy, please visit our Privacy Policy at https://www.centerfield.com/privacy-policy/.
Centerfield Media is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected under federal, state or local law.
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