Agent Services Specialist

Financial Grade is a leading Field Marketing Organization (FMO), and our Senior Consultants provide licensed independent Medicare insurance agents with our FMO tools and guidance needed to succeed in the Medicare market.

Are you highly organized, detail-oriented, and passionate about supporting agents in the insurance industry? We’re looking for an Agent Services Specialist to join our growing team. This role is key in ensuring our agents and representatives are properly contracted, licensed, and supported while helping to build strong partnerships that fuel our success.

What You’ll Do

In this role, you’ll be the go-to resource for our internal and external agents. Your responsibilities will include:

• Managing contracting for all internal and external agents
• Following up on lead inquiries
• Ensuring all in-house representatives maintain active and up-to-date licenses
• Onboarding new agents
• Acquiring and maintaining state licenses and carrier appointments
• Assisting with agent certifications and compliance requirements
• Acting as the first point of contact for agent questions, concerns, and needs
• Fulfilling agent orders and coordinating kit shipments
• Communicating carrier updates, training opportunities, and scheduling webinars
• Supporting agent events, conferences, and relationship-building initiatives
• Serving as a liaison between agents, carriers, and company leadership
• Maintaining accurate records, activity logs, and training manuals
• Providing exceptional customer service to agents and clients
  
  

What We’re Looking For

The ideal candidate is proactive, organized, and comfortable managing multiple projects at once. You should be a strong communicator who enjoys building relationships and solving problems.

Qualifications

• Associate's degree in Business or related field, OR 3 years of experience in a related role
• Strong written and verbal communication skills
• Ability to prioritize, multitask, and meet deadlines
• Experience with Microsoft Office, Nipr, AgentSync, AgencyBloc, and carrier portals
• Knowledge of the insurance industry a plus (but not required)
  
  

Key Competencies

• Team-oriented with strong interpersonal skills
• Professional, dependable, and adaptable to change
• Detail-driven with a focus on accuracy and efficiency
• Customer service mindset with problem-solving abilities
  
  

Working Conditions

• Stationary role, operating a computer and office equipment.
• Light lifting (up to 25 lbs.).
• Office environment with occasional movement within the workspace.
• Schedule is Monday-Friday 8:30am-5:30pm.
  
  

Why Join Us?

• Competitive hourly base pay with an annual performance-based bonus.
• Health insurance (medical, dental, vision) with 75% employer paid.
• Ancillary benefits (life, pet care, disability, hospital indemnity, accident, critical illness).
• 401(k) plan with matching and profit-sharing.
• Paid vacation, sick time, and company holidays, including the week of Christmas.
• Positive work environment with growth opportunities.
  
  

What We’re Looking For

• Want It: You genuinely want to be in this role and thrive in a sales-driven environment. You’re motivated by helping clients make informed decisions about their Medicare options and enjoy working toward measurable goals. You see this position as a career opportunity, not just a job.
• Get It: You fully understand what success looks like in this role. You grasp the importance of timely follow-up, accurate CRM management, and effective communication. You know how to build trust with clients, overcome objections, and maintain a positive attitude even when challenges arise.
• Capacity to Do It: You have the skills, experience, and bandwidth to excel. This means strong organizational abilities, resilience under pressure, and the ability to manage multiple priorities without sacrificing quality. You’re tech-savvy, comfortable with CRM systems, and capable of learning new tools quickly. Most importantly, you have the emotional intelligence to connect with clients and the persistence to hit and exceed sales targets.
  
  

Our Core Values

• Client-Centric Service: Always put the client first.
• Integrity: Do the right thing, every time.
• Positivity: Bring energy and optimism to every interaction.
• Growth Mindset: Embrace learning and continuous improvement.
  
  

Ready to take the next step in your career with a growing company that values teamwork and making a difference? Apply now to join Financial Grade and help us serve the Medicare-eligible population!

Financial Grade is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, gender, sexual orientation, gender identity, gender expression, transgender, pregnancy, marital status, national origin, ancestry, citizenship status, age, disability, protected Veteran Status, genetics or any other characteristic protected by applicable federal, state, or local law.

• All offers of employment are contingent upon successfully passing a pre-employment drug test and background check. Financial Grade participates in E-Verify.
  
  

AI Use Disclosure

To make our hiring process smooth and efficient, we use tools like BambooHR (application tracking), Hireflix (on-demand interviews), and Calendly (scheduling), and TestGorilla (skills assessments). These tools help us stay organized, but all applications and results are carefully reviewed by real people.

AI supports our process, it doesn’t replace human judgment. We also take steps to reduce potential bias in the tools we use, so every candidate is considered fairly.