Contract and Licensing Support Representative jobs in United States
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Advisors Excel · 17 hours ago

Contract and Licensing Support Representative

positionTopeka, KS
timeContract
remoteOnsite
seniorityNew Grad, Entry Level

Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors. The Contract and Licensing Support Representative provides outstanding customer service while processing requests from agents and carriers, ensuring timely feedback on contracting requirements.

ConsultingFinancial ServicesMarketing
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Growth Opportunities

Responsibilities

Follow up on pending contracts with a variety of insurance companies, ensuring nothing falls through the cracks
Assist your team members with any outstanding contracting requirements, contributing to a seamless operation
Provide agents with up-to-date contracting statuses, necessary codes, and training information to keep them in the loop
Perform monthly cleanups of our contracting system, ensuring data is accurate and up to date

Qualification

Customer servicePC proficiencyCommunication skillsProblem-solvingTime managementFinancial services experienceTeam collaboration

Required

Previous customer service experience – you've got experience delivering top-notch customer service and know how to make clients feel valued
Strong communication skills
Ability to interact with all personality types and with all levels of staff
Problem-solving and decision-making skills
Time management with the ability to handle multiple tasks in a fast-paced environment
You're comfortable navigating multiple systems and are proficient with PCs

Preferred

Bachelor's degree
Prior experience working in the financial services industry

Benefits

Medical
Dental
Vision
401k (with matching options)
Generous PTO package upon your start date
Access to an on-site café, gym, and primary care
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance
Employee-sponsored events…and more!

Company

Advisors Excel

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Advisors Excel is a financial services company offering retirement income strategies and financial advisory services.
dateFounded in 2005
location
Topeka, Kansas, USA
people-size501-1000 employees
web-link
http://advisorsexcel.com

Funding

Current Stage
Late Stage
Total Funding
unknown
2011-01-01Private Equity

Leadership Team

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Greg Burton
Chief of Staff to CEO
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Ryan Fickel
Chief Technology Officer & Chief Information Security Officer
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Recent News

Morningstar.com
Westaim Reports Q2 2025 Results for the Quarter Ended June 30, 2025
2025-08-22
PR Newswire
Somerset Wealth Strategies Achieves Advisors Excel's Hall of Fame Award for Exceptional Excellence
2025-03-11
PR Newswire
Advisors Excel Promotes David Franzke to Chief Marketing Officer
2025-03-04
Company data provided by crunchbase