Licensing & Agent Support Specialist

ValuTeachers; Ponte Vedra Beach (FL); On-site; USD 25,000 - 39,000; Part time

Job summary

ValuTeachers Inc. is seeking a Licensing, Contracting & Onboarding Specialist to support Retirement Specialists and launch new agents. This hourly role emphasizes organization, communication, and reliable internal processes.

You’ll guide onboarding, handle licensing and contracting tasks, and maintain organized records while collaborating with leadership to ensure timely completion of all requirements. A strong customer-service orientation is essential.

Qualifications

• Exceptional organizational skills and attention to detail.
• Polished professional communication style and strong interpersonal skills.
• Excellent relationship-building and customer service abilities.
• Ability to multitask, prioritize, and meet deadlines.
• Adaptable, flexible, and comfortable in a fast-paced setting.
• Self-motivated with the ability to work independently.
• Comfortable with confidential information and discretion.
• Strong problem-solving mindset and proactive approach.
• Experience in administrative roles with licensing or onboarding is a plus.

Responsibilities

• Assist licensing and contracting for new and existing agents.
• Coordinate agent appointments with insurance carriers and track renewals.
• Maintain accurate agent records and ensure timely paperwork submission.
• Guide agents through onboarding and training platforms, documenting progress.
• Provide day-to-day administrative support to leadership and team.
• Manage spreadsheets, databases, files, and internal tracking systems.
• Schedule communications and prepare reports and materials as needed.

Skills

Organizational Skills

Communication

Customer Service

Multitasking

Adaptability

Independent Work

Microsoft Office

Confidentiality

Problem Solving

Insurance Licensing Experience

Tools

Microsoft Office

Excel

Job description

Licensing, Contracting & Onboarding Specialist

Administrative Support | ValuTeachers Inc.

Position Type: Hourly Employee

Schedule: Monday, Wednesday, and Thursday 9-1

Compensation: Hourly Pay Based on Experience

Are You Organized, Detail-Oriented, and Great With People?

ValuTeachers Inc. is looking for a motivated, dependable, and highly organized Licensing, Contracting & Onboarding Specialist to join our growing team!

This position plays an essential role in supporting our Retirement Specialists and helping new team members successfully launch their businesses.

We're looking for someone who enjoys working with people, thrives on organization, can juggle multiple responsibilities, and takes pride in keeping everything running smoothly behind the scenes.

If you're a problem-solver, a strong communicator, and someone who loves checking things off a to-do list, we want to meet you!

What You'll Do

Licensing & Contracting

• Assist new and existing agents with insurance licensing and contracting processes.
• Coordinate agent appointments with insurance carriers.
• Track licensing requirements, renewals, appointments, and contracting statuses.
• Communicate with insurance carriers and agents to resolve outstanding requirements.
• Maintain accurate and organized agent records.
• Ensure all required paperwork and documentation are submitted accurately and on time.

Agent Onboarding & Training Support

• Guide new agents through the onboarding process from start to finish.
• Help new team members navigate company portals, training platforms, and required documentation.
• Monitor onboarding progress and follow up on outstanding tasks.
• Coordinate with leadership to ensure new agents are prepared and ready to begin.
• Serve as a friendly, reliable point of contact for new agents.
• Help create a welcoming, organized, and positive onboarding experience.

Administrative & Team Support

• Provide day-to-day administrative assistance to leadership and team members.
• Manage spreadsheets, databases, files, and internal tracking systems.
• Assist with scheduling, emails, phone calls, and follow-up communication.
• Prepare documents, reports, and other administrative materials.
• Take initiative and assist with additional projects as needed.

What We're Looking For

• Exceptional organizational skills and strong attention to detail.
• A polished, professional, and personable communication style.
• Excellent relationship-building and customer service skills.
• Ability to multitask, prioritize, and meet deadlines.
• Adaptable, flexible, and comfortable in a fast-paced environment.
• Self-motivated with the ability to work independently.
• A positive, can-do attitude and willingness to learn.
• Strong computer skills, including Microsoft Office, Excel, email, and online systems.
• Ability to handle confidential information with professionalism and discretion.
• Strong problem-solving skills and a proactive mindset.
• Previous administrative, insurance licensing, contracting, or onboarding experience is preferred.
• Experience working with insurance carriers or financial services is a plus!

The Ideal Candidate

We're looking for someone who is more than just an administrative assistant.

We want a go-getter who takes ownership, anticipates needs, and enjoys helping others succeed.

The ideal person is someone who:

• Doesn't wait to be told what needs to be done.
• Enjoys creating systems and keeping things organized.
• Communicates confidently and professionally.
• Can switch gears quickly when priorities change.
• Builds strong relationships with team members.
• Takes pride in accuracy, follow-through, and getting things done.

Why Join ValuTeachers?

At ValuTeachers, we believe people are the heart of our business!

Our mission is to help educators, public service professionals, individuals, and families build stronger financial futures through education and financial services.

You’ll be part of a growing, people-focused organization where your work directly supports our agents, strengthens our team, and contributes to the company's continued success.

We value teamwork, initiative, professionalism, and individuals who are passionate about making a difference.

We’re not just looking for someone to manage paperwork. We’re looking for someone who can keep our team organized, support our growth, and help turn new opportunities into success stories!

If you're organized, dependable, adaptable, and love helping people succeed, we'd love to hear from you!