What We Are Looking For

Take advantage of this fantastic opportunity to become the Licensing Administrator for an independently owned, nationally recognized insurance brokerage company. They offer in-depth knowledge of the complexities of business planning strategies and cutting-edge insurance products in order to best suit the needs of their clients.

Compensation And Benefits

• $80,000 - $85,000* Annual Salary

• 100% paid Health Insurance Coverage

• Vision Insurance

• 401K with a 4% match (when employees contribute 5%)

• 10 days of vacation (in the first year)

• Life and AD&D insurance

• Paid Holidays

Company Values and Culture

Our client has a dynamic team of determined professionals who not only value tenacity and integrity but also pride themselves in delivering on promises for the clients they serve. Their impeccable track record allows them to provide the best consultation in wealth management and planning, in order to initiate high revenue growth for their clients.

Your Responsibilities

• Process agency and individual state and securities licenses (new & renewal)

• Maintain and monitor all licenses to ensure they do not lapse

• Work with internal departments to ensure proper licensing and appointments for all lines of new business

• Provide agents with necessary information to get properly licensed as per state requirements

• Confirm carrier appointments and completion of proper training for all product lines

• Maintain current, accurate and organized appointment files in Agency Integrator

• Ensure writing codes are properly established and maintained in firm database (Agency Integrator)

• Act as the liaison between carriers and new business teams for licensing and appointments of agent

• Answer Phones

• Manage and distribute packages and mail

• Manage and process business related paperwork

• Distribute and file PolicyHolder Service Correspondence

• Provide administrative support and light commission work to the team and brokerage managers

• Process agents’ commission statements

Qualifications We Require

• Minimum of 3-5 years of experience in the wholesale brokerage insurance industry as an office manager (5 years preferred)

• Possess hands on experience navigating insurance carrier websites and state websites

• Proficient with licensing codes and pricing

• Possess an Associates or Bachelor’s degree

• Proficient with industry specific software programs:

  • Agency Integrator

  • SureLC (online appointment system)

  • Salesforce

  • Smart Office

  • Excel

Skills We Are Looking For

• Highly Detail oriented

• Skilled in problem analysis and resolution

• Able to prioritize workflow

*Compensation is flexible dependent on relevant skills and qualifications, as determined by the talent acquisition lead

Sourced. is hiring on behalf of this company. We will be working with all candidates during the hiring process. For client confidentiality, we will not disclose our client's name until you are approved for an interview with the client.