Onboarding & Contracting Specialist

Onboarding & Contracting Specialist

Life Insurance - Remote - 1400$/month

ABOUT THE CLIENT

It's a U.S.-based company operating in the life insurance industry, dedicated to helping individuals, families, and businesses protect their financial futures. The company provides life insurance solutions designed to offer financial security, protection, and peace of mind during life's important stages. With a strong focus on professionalism, customer service, and long-term value, they work to understand the unique needs of their clients and provide insurance solutions that align with their financial goals. As part of the U.S. life insurance industry, they are committed to maintaining high standards of integrity, reliability, and client-focused service. Their mission is to make life insurance more accessible and understandable while helping clients build a stronger financial foundation for themselves and their loved ones.

ROLE OVERVIEW

The Onboarding & Contracting Specialist is responsible for managing the end-to-end onboarding, licensing, and contracting process for insurance agents and financial professionals. This role serves as a key point of contact for agents, supporting them throughout the appointment and onboarding process and ensuring all licensing, contracting, and compliance requirements are completed accurately and in a timely manner.

The ideal candidate is highly organized, detail-oriented, service-focused, and comfortable coordinating with agents, insurance carriers, compliance teams, and internal departments.

KEY RESPONSIBILITIES

1. Agent Onboarding

• Manage the end-to-end onboarding process for new insurance agents.

• Guide agents through onboarding requirements, documentation, and administrative procedures.

• Collect, review, and process onboarding applications and required documents.

• Track onboarding progress and follow up on outstanding requirements.

• Ensure agents have completed all necessary steps before becoming active and eligible to conduct business.

• Serve as a primary point of contact for agents throughout the onboarding process.

2. Licensing & Appointments

• Assist agents with obtaining and maintaining their insurance licenses.

• Guide agents through state licensing requirements, applications, renewals, and continuing education requirements.

• Monitor license status, expiration dates, and outstanding requirements.

• Coordinate agent appointments with insurance carriers and relevant regulatory authorities, as applicable.

• Assist agents with non-resident licensing and additional state licensing requirements.

• Follow up on pending licenses, appointments, and regulatory approvals.

• Maintain accurate licensing records and ensure agents meet applicable regulatory requirements.

3. Contracting

• Prepare, process, and submit agent contracting packages to insurance carriers.

• Review contracts and applications for completeness and accuracy.

• Coordinate contracting requirements, including background checks, E&O insurance, W-9 forms, and other required documentation.

• Follow up with carriers to monitor contracting and appointment status.

• Resolve contracting discrepancies, missing information, and processing delays.

• Ensure agents are properly contracted and appointed before submitting business, in accordance with applicable requirements.

4. Agent Support & Communication

• Provide ongoing support to agents regarding licensing, contracting, onboarding, and appointment-related questions.

• Communicate updates and provide guidance on outstanding requirements.

• Build strong working relationships with agents and internal stakeholders.

• Escalate complex licensing or contracting issues when necessary.

5. Records Management & Compliance

• Maintain accurate and up-to-date agent files, licensing records, and contracting documentation.

• Ensure all onboarding and contracting activities follow company policies and applicable insurance regulations.

• Monitor license and appointment expiration dates and proactively communicate renewal requirements.

• Maintain organized tracking reports and onboarding databases.

• Support internal audits and compliance reviews when required.

REQUIRED EXPERIENCE & SKILLS

• Bachelor's degree preferred; relevant experience may be considered in lieu of a degree.

• 2+ years of experience in insurance operations, agent onboarding, licensing, contracting, or agency administration preferred.

• Familiarity with life insurance licensing, carrier appointments, and agent contracting processes.

• Knowledge of insurance regulatory requirements and state licensing procedures.

• Experience working with insurance carrier portals and licensing platforms such as NIPR and Sircon is a plus.

• Strong organizational and administrative skills with excellent attention to detail.

• Excellent written and verbal communication skills.

• Proficiency in Microsoft Office, particularly Excel and Outlook.

• Ability to manage multiple onboarding and contracting requests simultaneously.

IDEAL CANDIDATE PROFILE

• Strong follow-up and time-management skills.

• Customer service and agent-support orientation.

• Attention to detail and accuracy.

• Problem-solving and coordination skills.

• Ability to work independently and within a team.

• Proactive approach to identifying and resolving delays.

• Strong sense of ownership and accountability.

WORK SCHEDULE

Full-Time. Monday to Friday, 10:00 AM till 7:00 PM CST.