Agent Admin Representative 2

Wellabe is looking for a Agent Admin Representative 2 to join our team. Under direct supervision, this role supports all distributions with agent contracting and distribution processes, including appointment updates, agent record maintenance, terminations, and data changes. The position utilizes multiple systems, such as LifePro, CLARC, Vertafore, and related platforms.

Be successful in this role

Someone in this role will:

• Reviews and processes new agent contracting and appointment requests for all distribution channels in compliance with company policies.
• Confirms licensing and required documentation. Submits background investigations to vendors.
• Processes appointments, assigns agent numbers, and distributes appointment approval notifications and executed contracts.
• Process agent contract exchange requests for existing agents in accordance with company guidelines.
• Maintains agent licensing records and ensures it is kept up to date by utilizing system reports, submitting written requests to agents, receiving licensing information, and updating agent’s record.
• Handles agent contract/appointment terminations by updating the agent’s record to reflect the termination date, sending appointment termination to the corresponding state(s), and corresponding with the agent of the contract termination.
• Assists with the creation of agent commission assignments by establishing a commission record, maintaining and updating the record upon receipt of a request.
• Assists with the processing of annual appointment renewals according to state guidelines, including but not limited to paying state invoices and researching discrepancies between state DOI records and company records.
• Assists with the review of new business submitted with inaccurate agent information and corrects information as necessary.
• Communicates with agents/managers, clients, case managers and external carriers to obtain missing information and follow up for agent contracting applications.
• Distributes manager agreements to obtain agent signature by mailing to the appropriate manager.
• Accesses, utilizes, and discloses individually identifiable information to perform specific functions of the position in accordance with Company policies and procedures, and as required by law.

Qualifications

• Excellent verbal and written communication skills, including business writing skills as related to accurate and correct internal and external business communications.
• Strong aptitude for understanding technical solutions and learning/utilizing tools.
• Intermediate knowledge of MS Office Suite (Excel, Word and PowerPoint) with the ability to utilize many systems.
• Strong customer service skills with a desire and ability to work with employees and customers in a cooperative, professional and friendly manner.
• Able to work independently, set priorities and handle multiple tasks.
• Strong attention to detail.
• High school diploma or general education degree (GED) required.
• A combination of education and relevant work experience may be considered in lieu of a degree.
• 1 - 2 years of experience in licensing sales distribution systems, customer service or other insurance related field.
• Agent licensing experience preferred.

Benefits

• Hybrid availability
• 401(k) with company match
• Health insurance
• Paid time off, holidays
• Volunteer time off
• Lifestyle Spending Account (LSA)
• Paternity leave

Growth opportunities

We believe each of us has potential to grow and adapt with our business. We take your career as seriously as you do. Helping you develop your skills and talents leads to opportunities — not only for you, but also for our company. That’s why we provide:

• LinkedIn Learning Premium access
• CliftonStrengths® assessment and coaching
• On-site and virtual workshops and cohorts featuring world-class content from FranklinCovey, Crucial Learning, Gallup, and more 
• Free world-class insurance acumen courses through AHIP and LOMA
• Reimbursement and bonus opportunities for professional designations and certifications, including a tuition reimbursement program 
• Opportunities to take part in Wellabe's mentorship programs 

About Wellabe

Since 1929, Wellabe has been finding solutions to help our customers protect their health and financial well-being. And we’re committed to fostering an internal culture of inclusivity, well-being, and development so each of our team members can succeed. Learn more about Wellabe’s culture of betterment by visiting wellabe.com/culture.

Wellabe is full of smart, caring, hard-working people with a broad range of talents who understand collaboration is key. We bring our best selves every day, to connect with others to solve problems, spark innovation, and bring ideas to life. Meet the team and learn what makes Wellabe a great place to work by visiting wellabe.com/news/employee-spotlights.

Our core values:

• Be dedicated: Show unwavering commitment by proactively taking initiative, setting clear goals, and managing time effectively.
• Be trustworthy: Take accountability for actions, navigate difficult conversations with integrity, and build strong relationships through consistent, honest behavior.
• Be determined: Demonstrate enthusiasm and a relentless drive to overcome obstacles and achieve goals.
• Be collaborative: Foster teamwork by being self-aware, actively listening, and effectively communicating across all levels.
• Be open: Embrace diversity and new ideas to create an inclusive environment.
• Be generous: Embody generosity and compassion by serving a greater purpose and helping others.
• Be better: Commit to continuous improvement and adapt effectively to change.
• Be well: Prioritize physical and mental health, manage stress, and demonstrate emotional intelligence.