MyPlanAdvocate

Representative

• Own the end-to-end contracting process for every new agent, from initial paperwork receipt through active production status
• Review and process contracting documentation, identify deficiencies, and drive files to completion
• Own transfer processes for agents moving from outside agencies, ensuring appointments and commission assignments are reassigned correctly and on time
• Maintain onboarding pipeline documentation and follow-through
• Manage carrier partner relationships regarding agent appointments, status changes, and issue resolution
• Communicate with carriers to initiate appointments, process changes, and resolve discrepancies
• Serve as the primary daily contact for agents and sales management on licensing and contracting matters via Gmail, Slack, Asana, and internal tickets
• Own escalated issues through resolution and proactively follow up on outstanding items
• Manage certification and appointment lifecycles by carrier and state
• Track certification deadlines and renewal windows, initiate processes ahead of schedule, and escalate non-responsive agents
• Track, verify, and audit agent licenses, continuing education compliance, and background check requirements
• Flag expiring licenses and compliance gaps before they become production blockers
• Use AgentSync and carrier contracting portals to maintain accurate records and current statuses
• Identify process gaps and recurring bottlenecks and propose solutions
• Contribute to consistent execution and quality standards across the Licensing & Contracting team
• Conduct reference checks and past employment verifications for shortlisted candidates as part of the recruitment process

Explore Licensing & Contracting Representative at MyPlanAdvocate. Review requirements and application details.

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Licensing & Contracting Representative