Licensing and Contracting Specialist

Salary: $21-$29/hrFinancial 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? Were looking for a Licensing and Contracting 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 Youll DoIn this role, youll be the go-to resource for our internal and external agents. Your responsibilities will include:Managing contracting for all internal and external agentsFollowing up on lead inquiriesEnsuring all in-house representatives maintain active and up-to-date licensesOnboarding new agentsAcquiring and maintaining state licenses and carrier appointmentsAssisting with agent certifications and compliance requirementsActing as the first point of contact for agent questions, concerns, and needsFulfilling agent orders and coordinating kit shipmentsCommunicating carrier updates, training opportunities, and scheduling webinarsSupporting agent events, conferences, and relationship-building initiativesServing as a liaison between agents, carriers, and company leadershipMaintaining accurate records, activity logs, and training manualsProviding exceptional customer service to agents and clientsWhat Were Looking ForThe 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:Bachelor's degree OR 3 years of related experience (or a combination of both)Strong written and verbal communication skillsAbility to prioritize, multitask, and meet deadlinesExperience with AgencyBloc, insurance carrier portals, Nipr, AgentSync, Microsoft OfficeKnowledge of the insurance industry a plus (but not required)Key Competencies:Team-oriented with strong interpersonal skillsProfessional, dependable, and adaptable to changeDetail-driven with a focus on accuracy and efficiencyCustomer service mindset with problem-solving abilitiesWorking Conditions:Stationary role, operating a computer and office equipment.Light lifting (up to 25 lbs.).Office environment with occasional movement within the workspace.Schedule isMonday-Friday 8:30am-5:15pm.Why Join Us?Competitive hourly base pay with an annual performance-based bonus.Health insurance (medical, dental, vision) with 75% employer paid.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.Paid parking in La Jolla, CA.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 DisclosureTo 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 doesnt replace human judgment. We also take steps to reduce potential bias in the tools we use, so every candidate is considered fairly.

Salary : $21 - $29