Agent Services Specialist

Job Description

Job Description

About Financial Grade

At Financial Grade, we're more than a Field Marketing Organization (FMO)-we're a strategic partner dedicated to helping independent Medicare insurance agents build successful businesses. Through industry-leading tools, carrier relationships, training, and personalized support, we empower agents to thrive in the ever-evolving Medicare market.

As we continue to grow, we're seeking an Agent Services Specialist to join our team. This role is ideal for someone who thrives in a fast-paced environment, enjoys building relationships, and takes pride in keeping processes organized and running smoothly.

As an Agent Services Specialist, you'll play a critical role in supporting our agent network and ensuring they have everything they need to succeed.

• Manage contracting and appointment processes for internal and independent agents

• Coordinate state licensing and carrier appointment applications, renewals, and updates

• Monitor agent licensing and certification statuses to ensure ongoing compliance

• Assist agents with carrier certifications, AHIP completion, and compliance requirements

• Maintain accurate records within licensing and contracting systems

• Serve as the primary point of contact for agent questions, requests, and support needs

• Build strong relationships with agents through timely and professional communication

• Follow up on agent inquiries and onboarding opportunities

• Act as a liaison between agents, insurance carriers, and internal departments

• Coordinate the onboarding experience for new agents

• Fulfill agent supply requests and coordinate kit shipments

• Communicate carrier updates, product launches, and training opportunities

• Assist with webinar scheduling, training events, conferences, and agent engagement initiatives

• Maintain training materials, operational procedures, and activity logs

The ideal candidate is someone who genuinely enjoys helping others succeed, takes ownership of their work, and understands the importance of accuracy, compliance, and responsiveness. You are highly organized, proactive, and able to manage multiple priorities while delivering exceptional service.

• Associate degree in Business Administration or a related field, or equivalent work experience

• 3+ years of experience in licensing, contracting, customer service, insurance operations, or a related role

• Excellent written and verbal communication skills

• Strong organizational and time-management abilities

• Proficiency with Microsoft Office Suite

• Experience with NIPR, AgentSync, AgencyBloc, carrier portals, or similar platforms preferred

• Insurance industry experience strongly preferred

• Detail-oriented with a high degree of accuracy

• Strong problem-solving and critical-thinking skills

• Ability to prioritize competing deadlines and adapt to changing priorities

• Professional, dependable, and self-motivated

• Customer-focused with a passion for building strong relationships

• Comfortable learning new systems and processes

• Positive attitude and collaborative approach to teamwork

We believe our people are our greatest asset. That's why we offer a supportive environment where employees can grow professionally while making a meaningful impact.

• Competitive hourly compensation ($21-29 an hour) with an annual bonus

• Annual performance-based bonus opportunity

• Medical, dental, and vision insurance with 75% employer-paid premiums

• Company-paid life insurance

• Additional voluntary benefits including disability, accident, critical illness, hospital indemnity, and pet insurance

• 401(k) with company match and profit-sharing opportunities

• Paid vacation, sick time, and company holidays

• Paid company closure during the week of Christmas

• Paid parking in beautiful La Jolla - walk to the beach on your breaks!

• Career growth and advancement opportunities

• Collaborative and supportive team culture

Client-Centric Service – We put our clients and agents first.
Integrity – We do the right thing, every time.
Positivity – We bring energy, enthusiasm, and solutions.
Growth Mindset – We embrace learning, development, and continuous improvement.

If you're looking for an opportunity to make a meaningful impact while growing your career with a company that values teamwork, integrity, and excellence, we'd love to hear from you.

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AI Use Disclosure
To make our hiring process smooth and efficient, we use tools like BambooHR (application tracking), Hireflix (on-demand interviews), Calendly (scheduling), and TestGorilla (skills assessments). These tools help us stay organized, but all applications and results are carefully reviewed by real people.
AI supports our process, it doesn't replace human judgment. We also take steps to reduce potential bias in the tools we use, so every candidate is considered fairly.