Agent Licensing & Contracting Coordinator

Integrity Marketing Group; Montville (CT); On-site; USD 42,000 - 65,000; Full time

Job summary

Integrity Marketing Group is seeking an organized Agent Licensing & Contracting Coordinator to support insurance agents through licensing, carrier appointments, and contracting with multiple life insurance carriers.

The role acts as the liaison among agents, administrative staff, and carrier representatives to ensure contracts are completed accurately, submitted on time, and maintained throughout the agent lifecycle.

Qualifications

• High school diploma or equivalent required.
• Preferred: experience in insurance contracting, licensing, administration, customer service, or related field.
• Proficiency in Microsoft Office Suite (Outlook, Excel, Word).
• Experience working with multiple systems and databases simultaneously.
• Strong attention to detail and accuracy.

Responsibilities

• Process new agent contracting applications with multiple life insurance carriers.
• Review applications for accuracy and completeness before submission.
• Monitor contract submissions and follow up with carriers for timely processing.
• Maintain accurate records of agent contracts, statuses, and carrier requirements.
• Submit and process contract maintenance requests (name changes, banking info updates, level changes, hierarchy/upline changes, terminations, reinstatements, etc.).
• Provide education on contracting requirements and carrier procedures; respond to inquiries.

Skills

Attention to detail

Customer service mindset

Verbal and written communication

Time management

Team collaboration

Education

High school diploma or equivalent

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

Agent Licensing & Contracting Coordinator Position Summary

The Agent Licensing & Contracting Coordinator supports insurance agents through licensing, carrier appointments, and contracting processes with multiple life insurance carriers.

This role serves as a primary liaison between agents, administrative staff, and carrier representatives to ensure contracts are completed accurately, submitted timely, and maintained throughout the agent's lifecycle.

The ideal candidate is highly organized, customer-focused, adaptable, and thrives in a fast-paced environment while managing multiple priorities.

Essential Duties and Responsibilities

Agent Contracting & Maintenance

• Process new agent contracting applications with multiple life insurance carriers.
• Review applications for accuracy and completeness before submission.
• Monitor contract submissions and follow up with carriers to ensure timely processing.
• Maintain accurate records of agent contracts, statuses, and carrier requirements.
• Submit and process contract maintenance requests, including:
  • Name changes
  • Banking information updates
  • Contract level changes
  • Hierarchy and upline changes
  • Terminations and reinstatements
  • Other carrier-specific updates as needed

Carrier Relations & Communication

• Serve as a primary point of contact between agents and insurance carriers regarding contracting matters.
• Build and maintain positive relationships with carrier representatives.
• Research and resolve contracting issues, processing delays, commission-related updates, and missing documentation.
• Communicate status updates and resolutions to agents and internal stakeholders promptly and professionally.

Agent & Administrative Support

• Respond to agent inquiries regarding contracting requirements, status requests, and carrier policies.
• Assist administrative staff with contracting-related questions and escalations.
• Provide exceptional customer service while professionally handling challenging or emotionally heightened situations.
• Educate agents on carrier requirements, contracting procedures, and necessary documentation.

Organization & Process Management

• Maintain detailed and accurate records within internal databases and carrier systems.
• Prioritize daily workloads and manage multiple contracting requests simultaneously.
• Meet established turnaround times and service standards.
• Identify opportunities to improve contracting processes and workflows.
• Stay informed of carrier contracting guidelines, compliance requirements, and procedural updates.

Required Qualifications

• High school diploma or equivalent required
• Previous experience in insurance contracting, licensing, administration, customer service, or a related field preferred.
• Proficiency in Microsoft Office Suite, including Outlook, Excel, and Word.
• Experience working with multiple systems and databases simultaneously.
• Strong attention to detail and commitment to accuracy.

Desired Skills & Competencies

• Excellent verbal and written communication skills.
• Strong customer service mindset and ability to build positive relationships.
• Ability to remain calm and professional when presented with challenges.
• Strong problem-solving and critical-thinking abilities.
• Highly organized with exceptional attention to detail.
• Ability to prioritize and manage multiple tasks in a fast-paced environment.
• Team-oriented with a collaborative approach to work.
• Adaptable and comfortable with changing priorities and procedures.
• Self-motivated with a willingness to learn and grow.
• Strong time-management and follow-through skills.

Work Environment

• Fast-paced office environment supporting life insurance agent contracting operations.
• Frequent interaction with agents, carrier representatives, and internal departments.
• Requires the ability to balance multiple priorities while maintaining high levels of accuracy and customer service.

Preferred Candidate Traits

The ideal candidate is dependable, organized, service-oriented, adaptable, and enjoys helping agents navigate the contracting process. They excel at managing details, solving problems, communicating professionally, and working collaboratively to achieve department.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.

In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Please note that all official communications from Integrity will come from @integrity.com or Workday domains.

Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network.

Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs.

Wherever you are in life, the future can be a leap of faith.