Insurance Licensing Coordinator / Account Manager

Agenzee, LLC

Fort Lauderdale (FL)

Sur place

USD 60 000 - 90 000

Plein temps

Il y a 5 jours

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Résumé du poste

Agenzee, LLC in Fort Lauderdale, FL is seeking an Insurance Licensing Coordinator / Account Manager to join our SaaS licensing platform. This role combines licensing administration with customer success, onboarding, and account management, ensuring accurate licensing processes and excellent client experiences.

You will onboard new customers, conduct platform demos, and support agencies, carriers, and MGAs as they manage licensing and appointments through Agenzee.

Qualifications

3+ years of experience in insurance licensing in Property & Casualty and/or Life, Health & Disability.
Strong knowledge of insurance laws, compliance standards, and licensing platforms (NAIC, NIPR).
Experience onboarding, training, or driving customer success in SaaS or insurance environments.
Exceptional communication and a customer-first mindset.
Highly organized, detail-oriented, and able to manage multiple projects simultaneously.
Self-motivated, able to work independently or in a team.

Responsabilités

Develop expertise in the Agenzee platform to deliver engaging product demonstrations.
Conduct demos for prospective clients and highlight platform value.
Serve as SME on licensing and compliance during sales and client discussions.
Lead onboarding sessions for new clients to ensure smooth implementation.
Provide proactive customer service and be the main contact for assigned accounts.
Communicate via email, phone, and video to train and resolve issues.
Collaborate with internal teams for seamless handoffs between sales, implementation, and support.
Track client satisfaction and contribute to retention and growth initiatives.
Process new and renewal licenses, contact changes, and state appointments; verify status for agencies, carriers, MGAs and producers.

Connaissances

Insurance licensing

Documentation

Account management

Description du poste

Experience

3+ years

Core Skills

Insurance licensing, documentation, account management

Location

Fort Lauderdale, FL

Agenzee is a streamlined licensing and appointment management platform designed to simplify the compliance process for insurance agencies, carriers, and MGAs. By automating time-consuming tasks, Agenzee helps licensing administrators stay organized, reduce manual work, and ensure regulatory compliance.

Position Overview

The Insurance Licensing Coordinator / Account Manager for will serve as a subject matter expert in insurance licensing and compliance. This role combines licensing administration with customer success, onboarding, and account management responsibilities. The ideal candidate will be detail-oriented, proactive, and dedicated to providing an exceptional client experience.

You'll play a key role in onboarding new customers, conducting platform demos, and supporting agencies, carriers, and MGAs as they manage their licensing and appointment processes through Agenzee.

Platform Proficiency and Client Engagement

Develop in-depth expertise in the Agenzee platform to deliver engaging, professional product demonstrations.
Conduct demos for prospective clients, showcasing the platform’s value and capabilities.
Serve as a subject matter expert (SME) on licensing and compliance during sales calls and client discussions.

Client Support, Onboarding, and Success

Lead onboarding sessions for new clients to ensure smooth implementation and successful platform adoption.
Provide proactive, high-quality customer service and serve as the main point of contact for assigned accounts.
Communicate with customers via email, phone, and video to answer questions, provide training, and resolve issues.
Collaborate with internal teams to ensure seamless handoffs between sales, implementation, and support.
Track client satisfaction, identify opportunities for improvement, and contribute to retention and growth initiatives.

Licensing and Appointments

Process new and renewal licenses, address/contact changes, and manage carrier state appointments (new, renewal, and termination).
Validate licensing and appointment status for agencies, carriers, MGAs, and their producers to ensure compliance.
Research and interpret state requirements to determine applicable regulations and compliance standards.

Compliance and Regulatory Research

Monitor changes in insurance regulations and compliance standards across all states.
Review bulletins, guidelines, and industry updates from NAIC, NIPR, and Departments of Insurance.
Ensure all Agenzee materials and communications adhere to regulatory requirements.
Stay informed on NAIC, NIPR, and other industry organizations and standards.

Qualifications

At least 3 years of experience in insurance licensing within the Property & Casualty and/or Life, Health & Disability sectors.
Strong knowledge of insurance laws, compliance standards, and licensing platforms (NAIC, NIPR).
Experience managing client onboarding, training, or customer success in a SaaS or insurance environment preferred.
Exceptional communication skills and a customer-first mindset.
Proven ability to research and interpret insurance regulations accurately.
Highly organized, detail-oriented, and able to manage multiple projects simultaneously.
Self-motivated, goal-oriented, and comfortable working both independently and within a team.

Why Join Us

This is an opportunity to join a growing company. You'll be part of a team that values innovation, collaboration, and exceptional service; helping the entire insurance ecosystem modernize their licensing and compliance operations while building lasting client relationships.

This role is ideal for a proactive, detail-oriented professional with a passion for compliance and client success in the insurance industry.

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