Licensing & Contracting Representative

MyPlanAdvocate

. Own the end-to-end contracting process for every new agent, from initial paperwork receipt through active production status .

Posted 11/9/2026full-timeRemote • United StatesMid-LevelSenior💰 $50,000 - $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing the end-to-end contracting process for insurance agents, including licensing, compliance, and relationship management with carrier partners. Proficient in utilizing tools like AgentSync and maintaining accurate documentation while ensuring timely resolution of issues.

Highest-signal resume keywords

Insurance Agent LicensingCarrier ContractingAgentSyncAttention To DetailClear Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Contracting Documentation ReviewCompliance TrackingBackground Check VerificationCertification ManagementProcess Improvement

Soft Skills

OrganizationTime ManagementCritical ThinkingOwnership MindsetAbility To Manage Competing Priorities

Tools & Technologies

GmailSlackAsanaTicketing SystemsCarrier Contracting Portals

Certifications & Qualifications

High School Diploma Or Equivalent

Industry Keywords

Medicare Carrier AppointmentsAgent AppointmentsCompliance GapsE-VerifyContinuing Education Compliance

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

High school diploma or equivalent, or an equivalent combination of education and experience
Experience in insurance agent licensing and carrier contracting
Strong organization, time management, and attention to detail in a high-volume environment
Critical thinking: use logic and reasoning to spot deficiencies and compliance gaps early
Ability to manage competing priorities, pivot quickly, and meet every deadline
Clear, professional written and verbal communication with agents, internal teams, and carrier partners
Ownership mindset: follow every open item through to resolution
Ability to keep all company-sensitive data secure
Dedicated work area separated from other living areas that provides information privately without disruption
Must live in a location that can receive a high-speed internet connection or leverage an existing high-speed internet service
Experience with AgentSync and carrier contracting portals (preferred)
Familiarity with Medicare carrier appointments and annual certification cycles (preferred)
Experience with Slack, Asana, and ticketing systems (preferred)
E-Verify employment eligibility verification applies to all new hires

Benefits

Comp & perks

Paid Time Off
Paid Company Holidays
Medical, Dental, Vision, and Life Insurance
HSA and FSA
401(k) savings plan with company match of up to 3.5% when you contribute 6% (eligible after 90 days)
Work-Life Resources for you and your family
Discounts with Hotels, Rental Cars, Entertainment, Attractions, & More!
Paid parental leave for birth, adoption, or foster placement (eligible after 90 days)
Referral program
Company-supplied computer equipment
Remote work / telecommuting