Licensing & Agent Support Specialist
Posted Updated
Description
Licensing, Contracting & Onboarding Specialist
Administrative Support | ValuTeachers Inc.
Position Type: Hourly Employee
Schedule: Monday, Wednesday, and Thursday 9-1
Compensation: Hourly Pay Based on Experience
Schedule: Monday, Wednesday, and Thursday 9-1
Compensation: Hourly Pay Based on Experience
Are You Organized, Detail-Oriented, and Great With People?
ValuTeachers Inc. is looking for a motivated, dependable, and highly organized Licensing, Contracting & Onboarding Specialist to join our growing team!
This position plays an essential role in supporting our Retirement Specialists and helping new team members successfully launch their businesses.
We're looking for someone who enjoys working with people, thrives on organization, can juggle multiple responsibilities, and takes pride in keeping everything running smoothly behind the scenes.
If you're a problem-solver, a strong communicator, and someone who loves checking things off a to-do list, we want to meet you!
What You'll Do
Licensing & Contracting
- Assist new and existing agents with insurance licensing and contracting processes.
- Coordinate agent appointments with insurance carriers.
- Track licensing requirements, renewals, appointments, and contracting statuses.
- Communicate with insurance carriers and agents to resolve outstanding requirements.
- Maintain accurate and organized agent records.
- Ensure all required paperwork and documentation are submitted accurately and on time.
Agent Onboarding & Training Support
- Guide new agents through the onboarding process from start to finish.
- Help new team members navigate company portals, training platforms, and required documentation.
- Monitor onboarding progress and follow up on outstanding tasks.
- Coordinate with leadership to ensure new agents are prepared and ready to begin.
- Serve as a friendly, reliable point of contact for new agents.
- Help create a welcoming, organized, and positive onboarding experience.
Administrative & Team Support
- Provide day-to-day administrative assistance to leadership and team members.
- Manage spreadsheets, databases, files, and internal tracking systems.
- Assist with scheduling, emails, phone calls, and follow-up communication.
- Prepare documents, reports, and other administrative materials.
- Take initiative and assist with additional projects as needed.
What We're Looking For
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Exceptional organizational skills and strong attention to detail.
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A polished, professional, and personable communication style.
- Excellent relationship-building and customer service skills.
- Ability to multitask, prioritize, and meet deadlines.
- Adaptable, flexible, and comfortable in a fast-paced environment.
- Self-motivated with the ability to work independently.
- A positive, can-do attitude and willingness to learn.
- Strong computer skills, including Microsoft Office, Excel, email, and online systems.
- Ability to handle confidential information with professionalism and discretion.
- Strong problem-solving skills and a proactive mindset.
- Previous administrative, insurance licensing, contracting, or onboarding experience is preferred.
- Experience working with insurance carriers or financial services is a plus!
The Ideal Candidate
We're looking for someone who is more than just an administrative assistant.
We want a go-getter who takes ownership, anticipates needs, and enjoys helping others succeed.
The ideal person is someone who:
- Doesn't wait to be told what needs to be done.
- Enjoys creating systems and keeping things organized.
- Communicates confidently and professionally.
- Can switch gears quickly when priorities change.
- Builds strong relationships with team members.
- Takes pride in accuracy, follow-through, and getting things done.
Why Join ValuTeachers?
At ValuTeachers, we believe people are the heart of our business!
Our mission is to help educators, public service professionals, individuals, and families build stronger financial futures through education and financial services.
You'll be part of a growing, people-focused organization where your work directly supports our agents, strengthens our team, and contributes to the company's continued success.
We value teamwork, initiative, professionalism, and individuals who are passionate about making a difference.
We're not just looking for someone to manage paperwork. We're looking for someone who can keep our team organized, support our growth, and help turn new opportunities into success stories!
If you're organized, dependable, adaptable, and love helping people succeed, we'd love to hear from you!
Apply today and become an important part of the ValuTeachers team!