Licensing & Contracting Specialist

MyPlanAdvocate, Inc.; 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

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.