Agent Contracts & Licensing Specialist

Wellabe; Des Moines (IA); On-site; USD 42,000 - 62,000; Full time

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 and distribution processes, including appointment updates, agent record maintenance, terminations, and data changes. The role involves working with LifePro, CLARC, Vertafore, and related platforms under direct supervision to ensure accurate, up-to-date records.

Responsibilities include processing appointments, licensing checks, renewals, and commission assignments while coordinating with managers, agents, and

Qualifications

• Excellent verbal and written communication skills with clear business writing.
• Ability to learn and utilize technical solutions and tools.
• MS Office Suite proficiency (Excel, Word, PowerPoint).
• Strong customer service and professional interaction.
• Independent work style with ability to set priorities and multitask.
• High attention to detail and accuracy.
• 3+ years in licensing sales distribution systems or insurance-related field.
• Agent licensing experience required.

Responsibilities

• Reviews and processes new agent contracting and appointment requests for all distribution channels in compliance with company policies.
• Confirms licensing and required documentation. Submits background investigations to vendors.
• Processes appointments, assigns agent numbers, and distributes appointment approval notifications and executed contracts.
• Processes agent contract exchange requests for existing agents in accordance with guidelines.
• Maintains agent licensing records and ensures updates via system reports and communications with agents.
• Handles agent contract/appointment terminations by updating records and notifying states and agents.
• Creates agent commission assignments by establishing a commission record and maintaining records.
• Processes annual appointment renewals according to state guidelines and coordinates with managers and agents.
• Reviews new business with inaccurate agent information and corrects data.
• Communicates with agents/managers, clients, case managers and external carriers to obtain missing information.
• Distributes manager agreements to obtain agent signature by mailing to the appropriate manager.
• Accesses and discloses identifiable information to perform job functions in compliance with company policy and law.

Skills

Communication

Technical aptitude

MS Office

Customer service

Time management

Attention to detail

Licensing experience

Insurance knowledge

Education

High school diploma / GED

Experience considered in lieu of degree

Tools

LifePro

CLARC

Vertafore

Job description

Wellabe is seeking an Agent Admin Representative 3 to support agent contracting and distribution processes, including appointment updates, agent record maintenance, terminations, and data changes. The role involves working with LifePro, CLARC, Vertafore, and related platforms under direct supervision to ensure accurate, up-to-date records.

Responsibilities include processing appointments, licensing checks, renewals, and commission assignments while coordinating with managers, agents, and