Insurance Licensing Associate (Part-Time, Entry Level)

Financial Grade is a leading Field Marketing Organization (FMO) and our Senior Consultants provide licensed independent Medicare insurance agents with our FMO tools and guidance needed to succeed in the Medicare market.

TheInsurance Licensing Associate is an entry-level administrative support role responsible for assisting with the onboarding licensing contracting and ongoing compliance of Financial Grade agents and agencies.

Essential Duties & Responsibilities:

- Assist with processing agent contracting packets and enrollment applications.

- Support tracking agent licensing statuses to ensure appointments and renewals remain current.

- Maintain accurate records in internal systems and logs.

- Communicate with agents to gather documentation and provide updates.

- Prepare and submit documentation to carriers.

- Support acquisition of new state licenses.

- Assist with annual certification tracking.

- Provide administrative support for shipping agent kits and materials.

- Update contracting and licensing training materials.

- Support incoming communication routing.

- Participate in team meetings and process improvement.

- Perform additional administrative duties as assigned.

Competencies:

- Attention to Detail

- Communication

- Customer Service

- Organization

- Teamwork

- Adaptability

- Professionalism

Qualifications:

- High school diploma required Associates or bachelors preferred.

- Administrative or customer service experience preferred.

Technical Skills:

- Basic Microsoft Office proficiency.

• Ability to learn CRM and carrier portals.

Working Conditions:

• Stationary role operating a computer and office equipment.
• Light lifting (up to 25 lbs.).
• Office environment with occasional movement within the workspace.

Why Join Us

• Competitive pay based on experience.
• Paid sick time.
• Positive work environment with growth opportunities.

WhatWereLooking For:

• Want It:
  You genuinely want to be in this role and thrive in a sales-driven by helping clients make informed decisions about their Medicare options and enjoy working toward measurable goals. You see this position as a career opportunity not just a job.

• Get It:
  You fully understand what success looks like in this role. You grasp the importance oftimelyfollow-upaccurateCRM management and effective communication. You know how to build trust with clients overcome objections andmaintaina positive attitude even when challenges arise.

• Capacity to Do It:
  You have the skills experience and bandwidth to excel. This means strong organizational abilities resilience under pressure and the ability to manage multiple priorities without sacrificing -savvy comfortable with CRM systems and capable of learning new tools quickly. Most importantly you have the emotional intelligence to connect with clients and the persistence to hit and exceed sales targets.

Our Core Values:

• Client-Centric Service:Always put the client first.

• Integrity:Do the right thing every time.

• Positivity:Bring energy and optimism to every interaction.

• Growth Mindset:Embrace learning and continuous improvement.

Ready to take the next step in your career with a growing company that values teamwork and making a difference Apply now to join Financial Grade and help us serve the Medicare-eligible population!

Financial Grade is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race color religion religious creed gender sexual orientation gender identity gender expression transgender pregnancy marital status national origin ancestry citizenship status age disability protected Veteran Status genetics or any other characteristic protected by applicable federal state or local law.

*All offers of employment are contingent upon successfully passing a pre-employment drug test and background check.Financial Grade participates in E-Verify.

AI Use Disclosure
To make our hiring process smooth and efficient we use tools like BambooHR (application tracking) Hireflix (on-demand interviews) and Calendly (scheduling) and TestGorilla (skills assessments). These tools help us stay organized butall applications and results are carefully reviewed by real people.
AI supports our process it doesnt replace human judgment. We also take steps to reduce potential bias in the tools we use so every candidate is considered fairly.

Required Experience:

Junior IC