Agent Coordinator

TEKsystems; Portland (OR); Remote; USD 28,000 - 34,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) plan

Life Insurance

Disability insurance

Health Spending Account (HSA)

Transit benefits

Employee Assistance Program

Paid time off

Job summary

TEKsystems seeks a detail‑oriented administrator to manage the agent appointment system from Portland, OR, with full remote work options. Responsibilities include processing forms, auditing licenses, and coordinating with state insurance regulators while ensuring timely agent payments.

The role requires a business‑focused degree, strong Excel/Office skills, and the ability to handle multiple projects under minimal supervision. Eligible benefits apply for a contract position.

Qualifications

• Bachelor's Degree in a business related field or equivalent combination of education and work experience.
• Ability to communicate effectively, both written and orally.
• Working knowledge of various computer applications, including Microsoft Office.
• Demonstrated ability to operate very effectively in a team setting.
• Ability to coordinate multiple projects simultaneously in an office environment with a high level of activity.
• Knowledge of health insurance products.
• Ability to work with minimal supervision.
• Ability to type 40-50 words per minute.
• Knowledge of Corporate and State policy involving appointment of insurance agents preferred.

Responsibilities

• Administers and maintains the agent appointment system and related forms, testing and installation coordination as needed.
• Communicates across departments on assigned projects.
• Investigates and resolves payment issues and agent appointment problems with agents and agencies.
• Audits enrollment and changes, licensing and renewals; coordinates agent changes.
• Works with the State Department of Insurance on audits and regulatory compliance.
• Ensures compliance with applicable insurance department rules and regulations.
• Audits 5500’s/Schedule A for bonuses and non-monetary payments in Washington.
• Coordinates development of training materials and project communications.
• Provides status reports on project milestones and activity.
• Coordinates testing with system programmers and assists in education processes.
• Handles broker agreements and non-standard contract processing.

Skills

Microsoft Office

Excel

Teams

Data entry

Basic office functions

Effective communication

Team collaboration

Multi-project coordination

Health insurance products knowledge

Typing speed 40-50 wpm

Education

Bachelor's Degree in business related field

Tools

Microsoft Office

Job description

Description

• Administers and maintains the agent appointment system (computerized tracking). May include development, testing and installation coordination of the system and any system modifications.

• Interacts with management and line personnel on assigned projects. Projects may involve products and electronic systems. * Communicates across departmental lines as appropriate on each assigned project.

• Researches, documents and communicates to agents and agencies for resolution of payment issues and agent appointment problems.

• Audits and processes appointment requests, State appointment forms, and agent contract materials, including agent licenses and proof of Errors and Omissions insurance. Monitors and coordinates all agent changes, licensing and renewals.

• Participates and works with the State Department of Insurance on audits of agent information and compliance with State regulatory requirements.

• Ensures the agent appointment process is administered effectively in full compliance with rules and regulations of applicable Departments of Insurance.

• Audits all Enrollment Lotus Notes and Agent Information Changes (AIC’s) or other processes/systems to validate agent information and agent’s eligibility for payment.

• Processes non-standard agent agreements, including verifying the commission rate, creating, testing and loading into the system.

• Responds/resolves inquiries from Agents and various TRG departments. Inquiries are commission payment problems, interpretations of State regulations, agent transfer of business and/or policy interpretations. Responds to an average of thirty (30) calls per day.

• Coordinates establishment and maintenance of policies and procedures related to agent appointments and the payment/bonus process.

• Represents the department on project teams and conducts numerous research and analysis questions and resolutions.

• Documents and communicates to the appropriate individuals reporting, processing, and/or procedural changes resulting from assigned projects.

• Assists in project implementation including development of training materials and educational presentations, development and distribution of written notification to staff and all people related to the project.

• Provides written and oral status reports on all assigned projects, including problem identification and resolution, changes in milestone dates, and all related project activity in an accurate and timely manner.

• Coordinates with system programmers to provide appropriate testing of all systems. This includes development of test cases, system testing, problem identification, and reporting.

• Assists in the establishment and maintenance of the agent education process.

• Troubleshoots system problems, submits service requests and trouble sheets when necessary and assures service requests are properly completed.

• Processes buy/sell agreements between two or more agents/agencies, including working with all parties to ensure what portion of the business is being sold and that the transaction is legal.

• Reviews contract language and assists in any necessary rewriting.

• May coordinate distribution of broker newsletters (Washington).

• Monitors and reports employee agent licensing (Washington).

• Record keeping of 5500’s/Schedule A for bonuses and non-monetary payments (Washington).

• Assists other team members as necessary in order to support department goals and objectives.

• Ensures agent commissions for all corporations are paid in an accurate and timely manner. Calculates commissions as necessary.

Skills & Qualifications

REQUIRED skills: Microsoft Office, including Excel, Teams, data entry, basic office functions.

• Bachelor's Degree in a business related field or equivalent combination of education and work experience

• Ability to communicate effectively, both written and orally

• Working knowledge of various computer applications, including Microsoft Office

• Demonstrated ability to operate very effectively in a team setting

• Ability to coordinate multiple projects simultaneously in an office environment with a high level of activity

• Knowledge of health insurance products

• Ability to work with minimal supervision

• Ability to type 40-50 words per minute

• Knowledge of Corporate and State policy involving appointment of insurance agents preferred

Candidates MUST be current residents of one of the five states: Oregon, Washington, Idaho, Utah, or North Dakota

Job Type & Location

This is a Contract position based out of Portland, OR.

Pay and Benefits

The pay range for this position is $20.00 - $25.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully remote position.

Application Deadline

This position is anticipated to close on Sep 16, 2026.

About TEKsystems

We’re partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real‑world application, we work with progressive leaders to drive change. That’s the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full‑stack capabilities and speed. We’re strategic thinkers, hands‑on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance

Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI)

We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.