Financial Grade Senior Consultants · 5 days ago
Licensing and Contracting Specialist
La Jolla, CA
Full-time
Onsite
Mid Level
3+ years expFinancial Grade is a leading Field Marketing Organization (FMO), and they are seeking a Licensing and Contracting Specialist to support licensed independent Medicare insurance agents. The role involves managing agent contracting, ensuring compliance with licensing, and providing exceptional support to build strong partnerships.
ConsultingFinancial ServicesHealth CareHealth InsuranceInsurance
Responsibilities
Managing contracting for all internal and external agents
Following up on lead inquiries
Ensuring all in-house representatives maintain active and up-to-date licenses
Onboarding new agents
Acquiring and maintaining state licenses and carrier appointments
Assisting with agent certifications and compliance requirements
Acting as the first point of contact for agent questions, concerns, and needs
Fulfilling agent orders and coordinating kit shipments
Communicating carrier updates, training opportunities, and scheduling webinars
Supporting agent events, conferences, and relationship-building initiatives
Serving as a liaison between agents, carriers, and company leadership
Maintaining accurate records, activity logs, and training manuals
Providing exceptional customer service to agents and clients
Qualification
Required
Bachelor's degree OR 3+ years of related experience (or a combination of both)
Strong written and verbal communication skills
Ability to prioritize, multitask, and meet deadlines
Experience with AgencyBloc, insurance carrier portals, Nipr, AgentSync, Microsoft Office
Preferred
Knowledge of the insurance industry a plus (but not required)
Benefits
Health insurance (medical, dental, vision) with 75% employer paid.
401(k) plan with matching and profit-sharing.
Paid vacation, sick time, and company holidays, including the week of Christmas.
Positive work environment with growth opportunities.
Paid parking in La Jolla, CA.
Company
Financial Grade Senior Consultants
Financial Grade Senior Consultants offers training, medicare, senior health insurance, hospital indemnity, and consultation services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase