Agent Contract & Licensing Admin Specialist

Wellabe Services Co

Des Moines (IA)

On-site

USD 42,000 - 66,000

Full time

21 hours ago
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Benefits offered by this job

401(k) with company match
Health insurance
Paid time off, holidays
Volunteer time off
Lifestyle Spending Account (LSA)
Paternity leave

Job summary

Wellabe is seeking an Agent Admin Representative 3 to support agent contracting, licensing, and appointment processes across distribution channels, using LifePro, CLARC, and Vertafore.

Under direct supervision, you will maintain licensing records, handle terminations and renewals, and coordinate with agents and managers to ensure accurate data and timely communications. Strong organizational and communication skills are essential.

Qualifications

  • 3+ years of experience in licensing, sales distribution, or insurance-related field.
  • Agent licensing experience required.
  • Excellent verbal and written communication.
  • Strong customer service and problem-solving skills.
  • Ability to work independently and manage multiple tasks.
  • Intermediate MS Office (Excel/Word/PowerPoint) skills.

Responsibilities

  • Review and process new agent contracting and appointment requests across distribution channels.
  • Confirm licensing and required documentation; submit background checks.
  • Process appointments, assign agent numbers, and distribute notifications.
  • Handle contract exchanges and renewals per guidelines.
  • Maintain agent licensing records and update records.
  • Manage terminations by updating records and notifying states.
  • Create agent commission assignments and maintain related records.
  • Communicate with agents, managers, and external carriers to obtain missing information.
  • Disclose and protect individually identifiable information per policy.

Skills

Excellent verbal and written comms
MS Office proficiency
Customer service
Attention to detail
Independent worker
Technical solution learning

Education

High school diploma or GED

Tools

LifePro
CLARC
Vertafore

Job description

Wellabe is seeking an Agent Admin Representative 3 to support agent contracting, licensing, and appointment processes across distribution channels, using LifePro, CLARC, and Vertafore.

Under direct supervision, you will maintain licensing records, handle terminations and renewals, and coordinate with agents and managers to ensure accurate data and timely communications. Strong organizational and communication skills are essential.

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