Licensing & Contracting Representative

Myplanadvocate; United States; Remote; USD 50,000 - 60,000; Full time

Benefits offered by this job

PTO

Holidays observance

Health, dental, vision, life insurance

401(k) with company match

Work-Life resources

Employee discounts

Parental leave

Referral program

Job summary

MyPlanAdvocate, Inc. is seeking a Licensing & Contracting Representative in the United States to manage the end-to-end onboarding and ongoing licensing for agents.

You will coordinate with carriers on appointments, maintain compliance, and ensure timely production readiness across multiple states and plans. The role emphasizes accuracy, deadline discipline, and proactive problem solving in a fast-paced environment with high throughput.

Qualifications

• Requires licensing and appointment experience for insurance agents.
• Experience managing licensing, contracting, and certifications across states.
• Ability to handle high-volume onboarding and renewals with accuracy.

Responsibilities

• Own end-to-end contracting for new agents from paperwork to active status.
• Manage carrier appointments, status changes, and issue resolution.
• Serve as daily contact for licensing matters across channels and resolve escalations.
• Own licensing and appointment lifecycle, including CE compliance and renewals.
• Track licenses and compliance gaps to prevent delays.
• Use AgentSync and portals to maintain accurate records and processes.

Skills

Licensing & contracting experience

Strong organization & time management

Attention to detail in high-volume env

Critical thinking to spot deficiencies

Prioritization under deadlines

Professional written & verbal comms

Ownership mindset

Education

High school diploma or equivalent

Tools

AgentSync

Carrier contracting portals

Job description

Position: Licensing & Contracting Representative

Department: Licensing & Contracting

Reporting to: Licensing & Contracting Manager

Compensation: $50,000–$60,000 per year, based on experience

About Us

MyPlanAdvocate (MPA) is a mission-driven Medicare brokerage licensed in all 50 states and D.C. We give Medicare beneficiaries and caregivers free, no-obligation guidance. Our licensed agents advocate for clients, even when the best plan is one we don't offer.

Our mission: we empower driven people to change lives, starting with their own.

About the Role

Every MPA agent must be properly licensed, appointed, and certified before helping a single client. The Licensing & Contracting team makes that happen. As a Licensing & Contracting Representative, you'll own the full agent lifecycle, from first contracting paperwork through active selling status, renewals, and transfers. You'll keep our agents compliant and ready to sell, so Medicare beneficiaries can trust the advice they get.

This role fits someone who thrives on accuracy, follow-through, and high volume, and who treats a missed deadline as a problem to prevent, not explain.

Core Responsibilities

• Agent Onboarding & Contracting : Own the end-to-end contracting process for every new agent entering MPA, from initial paperwork receipt through active production status. Review and process all contracting documentation, identify deficiencies early, and drive each file to completion. Own the transfer process for agents moving from outside agencies, ensuring appointments and commission assignments are reassigned correctly and on time. Keep the onboarding pipeline moving with clear documentation and timely follow-through on every open file.
• Carrier Relationship Management: Manage the working relationship with carrier partners on all matters related to agent appointments, status changes, and issue resolution. Communicate proactively with carriers to initiate appointments, process changes, and resolve discrepancies. Represent MPA professionally in every carrier interaction; accuracy and responsiveness are the baseline expectation.
• Agent Support & Issue Resolution : Serve as the primary daily contact for agents and sales management on all licensing and contracting matters across multiple channels (Gmail, Slack, Asana, and internal tickets). Own escalated issues through to resolution and follow up proactively on every outstanding item: missing signatures, background disclosures, incomplete forms, or pending certifications. Agents should be able to get a clear status update without having to ask twice.
• Certifications & Appointments : Own the certification and appointment lifecycle for every assigned agent, by carrier and by state. Maintain a forward-looking view of certification deadlines and renewal windows so nothing lapses unexpectedly. Initiate processes ahead of schedule, support agents in meeting completion timelines, and elevate non-responsive agents to sales leadership before a lapse occurs.
• Licensing & Compliance Management : Own the licensing status of every agent on your assigned MPA roster across all active states. Track, verify, and audit licenses, continuing education (CE) compliance, and background check requirements on an ongoing basis. Flag expiring licenses and compliance gaps before they become production blockers. The standard is zero agents selling out of compliance on your assigned book of agents.
• Process & Systems Ownership : Own day-to-day use of AgentSync and carrier contracting portals, keeping agent records accurate, statuses current, and documentation complete. Identify process gaps or recurring bottlenecks and bring solutions to the team. Contribute to a consistent, high-quality standard across the L&C team through reliable execution and a willingness to share what works.

What you'll bring!

Required

• High school diploma or equivalent, or an equivalent combination of education and experience
• Experience in insurance agent licensing and carrier contracting
• Strong organization, time management, and attention to detail in a high-volume environment
• Critical thinking: you use logic and reasoning to spot deficiencies and compliance gaps early
• Ability to manage competing priorities, pivot quickly, and meet every deadline
• Clear, professional written and verbal communication with agents, internal teams, and carrier partners
• Ownership mindset: you follow every open item through to resolution

Preferred

• Experience with AgentSync and carrier contracting portals
• Familiarity with Medicare carrier appointments and annual certification cycles
• Experience with Slack, Asana, and ticketing systems

Telecommuting Requirements

• Ability to keep all company-sensitive data secure.
• Required to have a dedicated work area established that is separated from other living areas and provides information privately without disruption.
• Must live in a location that can receive a high-speed internet connection or leverage an existing high-speed internet service.

What we offer!

• Paid Time Off.
• Paid Company Holidays.
• Medical, Dental, Vision, Life Insurance, HSA, FSA, and more.
• 401(k) savings plan with company match of up to 3.5% when you contribute 6% (eligible after 90 days).
• Work-Life Resources for you and your family.
• Discounts with Hotels, Rental Cars, Entertainment, Attractions, & More!
• Paid parental leave for birth, adoption, or foster placement (eligible after 90 days).
• Referral program.

Recruitment Process

We are committed to creating a fair and transparent hiring process. As part of this process, we conduct reference checks and past employment verifications for all shortlisted candidates. This helps us ensure the accuracy of information provided and gain valuable insights into your qualifications and work ethic.

We are an E-Verify Employer: To comply with federal law, we utilize the E-Verify system to verify the employment eligibility of all new hires. For more information about E-Verify, please visit the U.S. Citizenship and Immigration Services (USCIS) website: www.uscis.gov/e-verify.

EEOC Statement: MyPlanAdvocate is an equal-opportunity employer. MyPlanAdvocate prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. MyPlanAdvocate conforms to the spirit as well as to the letter of all applicable laws and regulations.