Insurance Licensing Coordinator

Job Summary

Guiding aspiring insurance agents through the state licensing process, the remote Agent Concierge Representative will manage a pipeline of new hires, ensuring they are prepared for their licensing exams while maintaining communication and providing support throughout their coursework.

Key responsibilities

• Assist 150-200 new hires through various stages of the licensing coursework and maintain detailed notes within MS Access
• Communicate state licensing requirements and provide weekly progress updates to agency partners
• Build rapport with new hires and agency partners through effective phone and written communication

Required qualifications

• High School Diploma or equivalent
• Prior work experience in a call or contact center is recommended
• Intermediate MS Office skills, particularly in Excel and Access
• Ability to self-manage daily workflow in a multi-task environment
• Prior knowledge of the insurance licensing process is a plus, but not required