What are the responsibilities and job description for the Insurance Licensing Associate (Entry Level) position at Financial Grade Senior Consultants?
The Insurance Licensing Associate is an entry-level administrative support role responsible for assisting with the onboarding, licensing, contracting, and ongoing compliance of Financial Grade agents and agencies.
Essential Duties & Responsibilities
Education & Experience:
Essential Duties & Responsibilities
- Assist with processing agent contracting packets and enrollment applications.
- Support tracking agent licensing statuses to ensure appointments and renewals remain current.
- Maintain accurate records in internal systems and logs.
- Communicate with agents to gather documentation and provide updates.
- Prepare and submit documentation to carriers.
- Support acquisition of new state licenses.
- Assist with annual certification tracking.
- Provide administrative support for shipping agent kits and materials.
- Update contracting and licensing training materials.
- Support incoming communication routing.
- Participate in team meetings and process improvement.
- Perform additional administrative duties as assigned.
- Attention to Detail
- Communication
- Customer Service
- Organization
- Teamwork
- Adaptability
- Professionalism
Education & Experience:
- High school diploma required, Associate’s or bachelor’s preferred.
- Administrative or customer service experience preferred.
- Basic Microsoft Office proficiency.
- Ability to learn CRM and carrier portals.