Agency Relations Coordinator

About the role

This role supports agent onboarding, licensing, contracting, and ongoing agent relations by coordinating carrier requirements, maintaining accurate data, and delivering high-quality administrative and operational support. The position ensures a smooth contracting process, timely service to agents, and effective execution of office support activities.

Responsibilities

• Licensing & Contracting
• Process agent contracting for health, life, and annuity carriers in an accurate and timely manner
• Track and follow up on pending contracts with carriers and agents
• Obtain and verify licenses; monitor and notify agents of upcoming expirations
• Maintain contracting requirements, SOPs, and carrier-specific guidelines
• Issue writing numbers, onboard new agents, and process terminations (with approval)
• Support commission assignments and book-of-business transfers
• Agent Onboarding & Support
• Guide new agents through onboarding, including system setup, contracting materials, and training registration
• System and Tool Proficiency: utilize carrier websites, OneNote, Monday.com, and other tools to assist in tracking and cleaning up pending and submitted contracts, ensuring efficient management of the agent pipeline.
• Respond to agent inquiries and provide ongoing support
• Maintain strong working relationships with agents, carriers, and internal teams
• Special projects and other duties assigned.
• Data Management & Reporting
• Entering, verifying, and reconciling production
• Maintain and update agent records in database systems
• Ensure compliance with state DOI (Department of Insurance) regulations and carrier requirements
• Communicate updates as needed
• Prepare reports related to licensing, contracting, and agent programs
• Core Competencies
• Strong attention to detail and organizational skills
• Strong time management skills including the ability to manage multiple priorities and meet deadlines
• Professional communication with agents, carriers, and team members
• Proactive problem-solving and solution-oriented mindset
• High level of accountability, confidentiality, and follow-through
• Collaborative team player with a positive, service-focused attitude
• Adapts to changing business operations and works well both independently and as part of a team.

Requirements

• High school diploma
• 2-5 years of administrative, operations, or related experience
• Experience with licensing, contracting, or insurance industry (preferred)
• Proficiency in Microsoft Office and database systems
• Strong communication and customer service skills
• About Integrity

Benefits

Additional Information

Agent Relations Coordinator Department: Agent Relations Reports to: Manager of Agent Success FLSA: Non-Exempt Location: PIPAC-Cedar Falls

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