ABOUT US

At Agile People and Payroll, LLC, we value diversity and inclusivity as strengths that make our teams successful, and we are passionate about helping our employees reach their full potential. As an Accounting Manager, we want you to feel that your employment with us will be meaningful, mutually beneficial, and enjoyable.

POSITION SUMMARY

The Agent Licensing Coordinator plays a crucial role in ensuring that all agents within the organization meet the necessary licensing requirements to operate legally and efficiently. This role involves overseeing the entire licensing process, from initial application to renewal, ensuring compliance with regulatory standards, and maintaining accurate records.

ROLE RESPONSIBILITIES

1. Licensing/Contracting Process Management:
   • Facilitate the application process for new agents, including gathering required documentation, completing application forms, and submitting materials to regulatory bodies.
   • Request appropriate contracting for each agent, ensuring that contracting is received and completed. Monitor, issue and resolve any Contracting/Appointment issues.
   • Coordinate with relevant departments to ensure timely completion of licensing requirements, such as background checks, exams, and training programs.
   • Monitor the status of license applications, follow up on pending approvals, and address any issues or discrepancies that arise.
   • Track license expirations and coordinate the renewal process to ensure uninterrupted agent operations.
2. Compliance Oversight:
   • Stay informed about licensing regulations, laws, and industry standards relevant to the organization and its agents.
   • Ensure that all licensing activities adhere to regulatory guidelines and company policies.
   • Conduct regular audits to verify the accuracy and completeness of licensing documentation and records.
3. Recordkeeping and Documentation:
   • Maintain comprehensive and up-to-date records of agent licenses, certifications, and related documents.
   • Organize and archive licensing records in a secure and accessible manner.
   • Generate reports on licensing status, compliance metrics, and upcoming renewal deadlines as needed.
4. Communication and Support:
   • Serve as the primary point of contact for agents regarding licensing inquiries, guidance, and assistance.
   • Collaborate with internal stakeholders, such as HR and operations teams, to address licensing-related issues and provide relevant updates.
   • Communicate effectively with regulatory agencies, external vendors, and other relevant parties to facilitate the licensing process.
   • Ensure agents become and maintain their ‘Ready to Sell’ status for all appointed carriers and in their licensed states.
5. Process Improvement:
   • Identify opportunities to streamline and enhance the efficiency of the licensing process.
   • Propose and implement solutions to address challenges, optimize workflows, and reduce administrative burden.
   • Participate in training sessions and professional development activities to stay current on best practices and industry trends.
   • Contributes to effective system onboarding and integration into enrollment platforms, thus ensuring a smooth transition from training, to nesting, to production.

MINIMUM REQUIRED QUALIFICATIONS:

• Bachelor’s degree in business administration, legal studies, or a related field (or equivalent work experience).
• Prior experience in licensing, compliance, or regulatory affairs preferred.
• Strong understanding of licensing regulations and procedures in the relevant industry (e.g., insurance, real estate, finance).
• Excellent organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.
• Effective communication and interpersonal skills, with the ability to interact confidently with internal and external stakeholders.
• A self-starter, able to identify issues and challenges and create appropriate solutions.
• Proficiency in using office software and database management tools for recordkeeping and reporting.
• Ability to work independently with minimal supervision, as well as collaboratively within a team environment.
• Commitment to maintaining confidentiality and integrity in handling sensitive information.

WHAT WE OFFER

• Above Industry Average Salary (with Bonus Programs)
• Unlimited Paid Time Off
• Employee Benefits (Health, Dental, Vision Insurance + 401k)
• Growth Opportunities

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Job Type: Full-time

Schedule: Monday – Friday

Salary Range: $55,000-$85,000.00

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Experience level:

• 2-4  Years in licensing and compliance/regulatory affairs

Work Location:

• In person/In Office