Agent Admin Representative

Wellabe

. Support all distributions with agent contracting and distribution processes .

Posted 10/5/2026full-timeDes Moines • Iowa • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in agent contracting processes, including compliance with licensing requirements and effective communication with agents and managers. Proficient in managing agent records and appointments while ensuring attention to detail and customer service excellence.

Highest-signal resume keywords

Agent Licensing ExperienceCustomer Service SkillsMS Office Suite ProficiencyAttention To Detail3+ Years In Insurance-Related Field

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Agent ContractingAppointment ProcessingBackground InvestigationsRecord MaintenanceCommission Assignment ManagementRenewal ProcessingDiscrepancy ResearchBusiness CommunicationTechnical Solutions Understanding

Soft Skills

Verbal CommunicationWritten CommunicationCooperative Work StyleIndependent WorkPrioritization Skills

Industry Keywords

Licensing Sales Distribution SystemsInsurance IndustryComplianceAgent Contract ManagementAppointment Notifications

About the role

Key responsibilities & impact

Support all distributions with agent contracting and distribution processes
Review and process new agent contracting and appointment requests in compliance with company policies
Confirm licensing and required documentation
Submit background investigations to vendors
Process appointments, assign agent numbers, and distribute appointment approval notifications and executed contracts
Process agent contract exchange requests for existing agents
Maintain agent licensing records using system reports, written requests, licensing information, and record updates
Handle agent contract and appointment terminations, including state notifications and agent correspondence
Create and maintain agent commission assignment records
Process annual appointment renewals, including manager/general agent communications, record updates, renewal fees, state invoices, and discrepancy research
Review new business with inaccurate agent information and correct records
Communicate with agents, managers, clients, case managers, and external carriers to obtain missing information and follow up on contracting applications
Distribute manager agreements for agent signatures
Access, utilize, and disclose individually identifiable information in accordance with company policies and applicable law

Requirements

What you’ll need

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 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
3+ years of experience in licensing sales distribution systems, customer service or another insurance-related field
Agent licensing experience required

Benefits

Comp & perks

Hybrid availability
401(k) with company match
Health insurance
Paid time off
Holidays
Volunteer time off
Lifestyle Spending Account (LSA)
Paternity leave
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
Tuition reimbursement program
Opportunities to take part in Wellabe's mentorship programs