What are the responsibilities and job description for the Insurance Licensing Associate (Part-Time, Entry Level) position at Financial Grade Senior Consultants?
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.
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
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.
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.
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
- 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
- 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.
- Stationary role, operating a computer and office equipment.
- Light lifting (up to 25 lbs.).
- Office environment with occasional movement within the workspace.
- Competitive pay based on experience.
- Paid sick time.
- Positive work environment with growth opportunities.
- 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.
- 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.
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.
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.