Agent Onboarding & Contracting Coordinator

X Benefit Group; Saint Charles (MO); On-site; USD 52,000 - 76,000; Full time

Job summary

X Benefit Group in Missouri is seeking an Agent Onboarding & Contracting Coordinator to manage onboarding, contracting, and carrier appointments for insurance agents. You will serve as a key liaison among agents, carriers, management, and internal teams to ensure accurate documentation, timely onboarding, and compliant processes.

Strong organization, detail, and tech proficiency are required. The role supports training, data management, and ongoing process improvements across platforms such as

Qualifications

• High School Diploma or equivalent.
• Associate's or Bachelor's degree in Business Administration, Insurance, Operations, or related field preferred.
• Minimum 2 years of administrative, onboarding, insurance operations, or related experience preferred.
• Experience working with insurance carriers and agent appointment processes preferred.

Responsibilities

• Collect, review, verify, and maintain onboarding and contracting documentation for agents.
• Facilitate the onboarding process to ensure all required documentation is completed accurately and timely.
• Track onboarding status and follow up with agents regarding outstanding requirements.
• Maintain electronic records and compliance documentation.
• Coordinate carrier appointment submissions and monitor appointment status.
• Assist agents with carrier contracting and appointment requirements.
• Communicate professionally with carrier representatives to resolve contracting and appointment issues.
• Maintain strong working relationships with carrier partners and stay informed of carrier updates and requirements.
• Utilize Monday.com, Microsoft applications, and custom agency platforms to manage onboarding workflows and documentation.
• Maintain accurate agent information across all systems.
• Generate reports and provide data analysis related to onboarding, appointments, and contracting activity.
• Monitor workflow progress and identify opportunities for process improvement.
• Submit and share required agent contracting and appointment documentation with the Commissions Department.
• Ensure agents are fully credentialed and eligible for commission payments.
• Assist in resolving contracting-related issues that may impact agent compensation.
• Provide onboarding training and guidance to new agents.
• Support uplines, managers, and agents throughout the onboarding and appointment process.
• Respond to internal and agent support tickets in a timely and professional manner.
• Serve as a resource for questions regarding contracting, appointments, onboarding requirements, and agency procedures.
• Develop, document, and improve onboarding and appointment processes.
• Create and update standard operating procedures (SOPs) and workflow documentation.
• Recommend solutions to improve efficiency, compliance, and agent experience.
• Participate in departmental projects and continuous improvement initiatives.

Skills

Organizational skills

Communication skills

Time management

Problem solving

Independent & collaborative

Customer service mindset

Education

Bachelor's degree in Business Administration, Insurance, Operations

Associate's degree in related field

Tools

Monday.com

CRM systems

Microsoft Office

Job description

The Agent Onboarding & Contracting Coordinator is responsible for managing the onboarding, contracting, and carrier appointment process for insurance agents. This role serves as a key liaison between agents, carrier representatives, management, and internal departments to ensure agents are properly contracted, appointed, trained, and supported throughout the onboarding process. The position requires strong organizational skills, attention to detail, process improvement capabilities, and proficiency in multiple technology platforms.

Essential Duties and ResponsibilitiesAgent Onboarding & Contracting

Position Summary

The Agent Onboarding & Contracting Coordinator is responsible for managing the onboarding, contracting, and carrier appointment process for insurance agents. This role serves as an key liaison between agents, carrier representatives, management, and internal departments to ensure agents are properly contracted, appointed, trained, and supported throughout the onboarding process. The position requires strong organizational skills, attention to detail, process improvement capabilities, and proficiency in multiple technology platforms.

• Collect, review, verify, and maintain onboarding and contracting documentation for agents.
• Facilitate the onboarding process to ensure all required documentation is completed accurately and timely.
• Track onboarding status and follow up with agents regarding outstanding requirements.
• Maintain electronic records and compliance documentation.

Carrier Appointments & Relations

• Coordinate carrier appointment submissions and monitor appointment status.
• Assist agents with carrier contracting and appointment requirements.
• Communicate professionally with carrier representatives to resolve contracting and appointment issues.
• Maintain strong working relationships with carrier partners and stay informed of carrier updates and requirements.

Systems & Data Management

• Utilize Monday.com, Microsoft applications, and custom agency platforms to manage onboarding workflows and documentation.
• Maintain accurate agent information across all systems.
• Generate reports and provide data analysis related to onboarding, appointments, and contracting activity.
• Monitor workflow progress and identify opportunities for process improvement.

Commissions Support

• Submit and share required agent contracting and appointment documentation with the Commissions Department.
• Ensure agents are fully credentialed and eligible for commission payments.
• Assist in resolving contracting-related issues that may impact agent compensation.

Training & Support

• Provide onboarding training and guidance to new agents.
• Support uplines, managers, and agents throughout the onboarding and appointment process.
• Respond to internal and agent support tickets in a timely and professional manner.
• Serve as a resource for questions regarding contracting, appointments, onboarding requirements, and agency procedures.

Process Development & Improvement

• Develop, document, and improve onboarding and appointment processes.
• Create and update standard operating procedures (SOPs) and workflow documentation.
• Recommend solutions to improve efficiency, compliance, and agent experience.
• Participate in departmental projects and continuous improvement initiatives.

QualificationsEducation & Experience

• High School Diploma or equivalent required.
• Associate's or Bachelor's degree in Business Administration, Insurance, Operations, or related field preferred.
• Minimum 2 years of administrative, onboarding, contracting, insurance operations, or related experience preferred.
• Experience working with insurance carriers and agent appointment processes preferred.

Knowledge, Skills, and Abilities

• Strong organizational and time management skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Strong attention to detail and problem-solving skills.
• Proficiency in Microsoft Office Suite, including Excel, Outlook, Word, and Teams.
• Experience using CRM systems, Monday.com, or workflow management platforms.
• Ability to work independently and collaboratively across departments.
• Customer service and support-oriented mindset.

Key Performance Indicators (KPIs)

• Agent onboarding completion time.
• Carrier appointment turnaround time.
• Contracting accuracy and compliance rate.
• Support ticket response and resolution times.
• Data and reporting accuracy.
• Agent satisfaction and onboarding experience.
• Process improvement initiatives implemented.

This position plays a critical role in ensuring agents are successfully onboarded, appointed, supported, and positioned for production while maintaining agency compliance and operational efficiency.