Licensing and Contracting Specialist

Financial Grade is a leading Field Marketing Organization (FMO), and our Senior Consultants provide licensed independent Medicare insurance agents with our FMO tools and guidance needed to succeed in the Medicare market.

Are you highly organized, detail-oriented, and passionate about supporting agents in the insurance industry? We're looking for a Licensing and Contracting Specialist to join our growing team. This role is key in ensuring our agents and representatives are properly contracted, licensed, and supported while helping to build strong partnerships that fuel our success.

What You'll Do

In this role, you'll be the go-to resource for our internal and external agents. Your responsibilities will include:

• Managing contracting for all internal and external agents
• Following up on lead inquiries
• Ensuring all in-house representatives maintain active and up-to-date licenses
• Onboarding new agents
• Acquiring and maintaining state licenses and carrier appointments
• Assisting with agent certifications and compliance requirements
• Acting as the first point of contact for agent questions, concerns, and needs
• Fulfilling agent orders and coordinating kit shipments
• Communicating carrier updates, training opportunities, and scheduling webinars
• Supporting agent events, conferences, and relationship-building initiatives
• Serving as a liaison between agents, carriers, and company leadership
• Maintaining accurate records, activity logs, and training manuals
• Providing exceptional customer service to agents and clients

What We're Looking For

The ideal candidate is proactive, organized, and comfortable managing multiple projects at once. You should be a strong communicator who enjoys building relationships and solving problems.

Qualifications:

• Bachelor's degree OR 3+ years of related experience (or a combination of both)
• Strong written and verbal communication skills
• Ability to prioritize, multitask, and meet deadlines
• Experience with AgencyBloc, insurance carrier portals, Nipr, AgentSync, Microsoft Office
• Knowledge of the insurance industry a plus (but not required)

Key Competencies:

• Team-oriented with strong interpersonal skills
• Professional, dependable, and adaptable to change
• Detail-driven with a focus on accuracy and efficiency
• Customer service mindset with problem-solving abilities

Working Conditions:

• Stationary role, operating a computer and office equipment.
• Light lifting (up to 25 lbs.).
• Office environment with occasional movement within the workspace.
• Schedule is Monday-Friday 8:30am-5:30pm.

Why Join Us?

• Competitive hourly base pay with an annual performance-based bonus.
• Health insurance (medical, dental, vision) with 70% employer paid.
• 401(k) plan with matching and profit-sharing.
• Paid vacation, sick time, and company holidays, including the week of Christmas.
• Positive work environment with growth opportunities.

Financial Grade is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, gender, sexual orientation, gender identity, gender expression, transgender, pregnancy, marital status, national origin, ancestry, citizenship status, age, disability, protected Veteran Status, genetics or any other characteristic protected by applicable federal, state, or local law.

• All offers of employment are contingent upon successfully passing a pre-employment drug test and background check. Financial Grade participates in E-Verify.

AI Use Disclosure

To make our hiring process smooth and efficient, we use tools like BambooHR (application tracking), Hireflix (on-demand interviews), and Calendly (scheduling), and TestGorilla (skills assessments). These tools help us stay organized, but all applications and results are carefully reviewed by real people.

AI supports our process, it doesn't replace human judgment. We also take steps to reduce potential bias in the tools we use, so every candidate is considered fairly.