Licensing & Contracting Representative

Position: Licensing & Contracting Representative 

Department: Licensing & Contracting

Reporting to: Licensing & Contracting Manager

Compensation: Salary Starting at $50,000

About Us 

At MyPlanAdvocate, we are hard at work developing a customer and employee experience that endeavors to improve the lives of everyone we work with. Most importantly, the work we do has a real and ongoing impact to the people we serve. We support an under-served population of people who have paved the way for us. You get a chance to make a difference and to truly change people’s lives. 

We are looking for a Licensing & Certifications Representative 

MyPlanAdvocate is currently hiring for a Licensing & Certifications Representative. This role is responsible for the full cycle of agent contracting in accordance with Federal, State and Corporate guidelines. Responsible for using various systems to apply for, monitor, renew, & terminate agent licenses, appointments, & affiliations. This position requires the ability to be able to prioritize, make independent decisions and produce high volumes of work while maintaining a high degree of accuracy in order to meet department SLAs. As well as performing various other administrative tasks as assigned. 

Job Duties 

• Partner with sales managers, agents, internal teams, and carrier partners to ensure agents achieve and maintain ready-to-sell status.
• Manage state insurance licensing requirements, including applications, renewals, and continuing education compliance.
• Initiate and manage carrier contracting processes, providing ongoing support to agents throughout onboarding.
• Maintain, track, and audit licensing and contracting statuses for all licensed personnel (agents, trainers, sales managers, etc.).
• Proactively follow up with agents via phone, email, and chat to resolve outstanding items such as missing documentation, signatures, background disclosures, or forms.
• Build and sustain strong, professional relationships with agents, sales leadership, and external carrier partners.
• Respond to escalated issues and clearly communicate resolution to all relevant stakeholders.
• Deliver timely, accurate, and professional service to internal and external customers across multiple communication channels.
• Complete assigned projects and administrative tasks in support of Licensing & Contracting operations.

What you’ll bring! 

• High school diploma or equivalent, or a combination of education and experience, required.
• Knowledge and experience with licensing and contracting for insurance carriers.
• Ability to work as a team player with a committed, positive approach. 
• Strong organizational and time management skills with attention to detail. 
• Critical thinking skills with the ability to use logic and reasoning to identify deficiencies or other concerns. 
• Strong ability to multitask and to pivot as priorities evolve.
• Ability to adhere to and meet deadlines. 
• Accountable and delivers on requests. 
• Exceptional communication skills, both verbal and written, are necessary to communicate with internal departments, agents, and carrier partners. 

Telecommuting Requirements

• Ability to keep all company-sensitive data secure.
• Required to have a dedicated work area established that is separated from other living areas and 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. 

What we offer! 

• Paid Time Off.
• Paid Company Holidays.
• Medical, Dental, Vision, Life Insurance, HSA, FSA, and more.
• 401 (K) savings plan with company matching up to 3%
• Work-Life Resources for you and your family.
• Discounts with Hotels, Rental Cars, Entertainment, Attractions, & More! 
• Maternity/Paternity/Adoption paid leave.
• Referral program.
• Company-supplied computer equipment. 

Recruitment Process

We are committed to creating a fair and transparent hiring process. As part of this process, we conduct reference checks and past employment verifications for all shortlisted candidates. This helps us ensure the accuracy of information provided and gain valuable insights into your qualifications and work ethic.

We are an E-Verify Employer: To comply with federal law, we utilize the E-Verify system to verify the employment eligibility of all new hires. For more information about E-Verify, please visit the U.S. Citizenship and Immigration Services (USCIS) website: E-Verify USCIS

website: www.uscis.gov/e-verify. 

EEOC Statement: MyPlanAdvocate is an equal-opportunity employer. MyPlanAdvocate prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. MyPlanAdvocate conforms to the spirit as well as to the letter of all applicable laws and regulations.