Agent Licensing & Contracting Specialist

Integrity; Connecticut; Hybrid; USD 52,000 - 78,000; Full time

Job summary

Integrity in Connecticut seeks an Agent Licensing & Contracting Coordinator to support agents through licensing, carrier appointments, and contracting across multiple life insurance carriers. This role serves as the primary liaison between agents, staff, and carrier representatives to ensure contracts are completed accurately and submitted on time.

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

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.

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 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 uplins changes, Terminations and reinstatements, Other carrier-specific updates as needed.
• 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.
• 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.
• 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.

Skills

Attention to detail

Customer service mindset

Time management

Communication

Organization

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Outlook

Excel

Word

Job description

Integrity in Connecticut seeks an Agent Licensing & Contracting Coordinator to support agents through licensing, carrier appointments, and contracting across multiple life insurance carriers. This role serves as the primary liaison between agents, staff, and carrier representatives to ensure contracts are completed accurately and submitted on time.

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