About the Position
This position is responsible for overseeing health insurance carrier contracting and ensuring 100% compliance by monitoring agents’ continuing education requirements. You will partner with various health insurance carriers to manage agent appointments and contracts, and will provide support in our agent onboarding processes.


    • Oversee health insurance carrier contracting, carrier certifications, agent licensing, and agent appointments
    • Partner with health insurance carriers to manage agent appointments and contracts
    • Request, complete, and submit agent licensing and carrier appointment information; handle agent appointment releases and requests
    • Offer support with contracts
    • Ensure 100% compliance by monitoring agents’ continuing education requirements and assisting with certifications
    • Address inquiries for internal teams & insurance carriers
    • Update and maintain electronic agent records and carrier appointment paperwork
    • Process application paperwork for prospective insurance agents
    • Assist with agent onboarding by sending carrier appointment links to agents
    • Experience in Medicare and/or Under 65 Health is preferable


    • College degree or equivalent experience.
    • 3-4 years of direct licensing and contracting experience within the Individual and Medicare insurance industry, specifically carrier, TPA, or an agency.  Medicare experience strongly preferred.
    • Strong organizational skills with results orientation, superior interpersonal skills.
    • Able to manage multiple projects simultaneously with cross-functional teams while being flexible and responsive to dynamic situations and changing priorities.
    • Demonstrate initiative, discretion, and integrity.
    • Analytical ability: Critical Thinking and Problem-solving skills
    • Organization/time management/prioritization skills
    • Demonstrated presentation/oral communication skills
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