Agent Onboarding Coordinator - Medicare

Primary Responsibilities

• Facilitate internal and external contracting requests by preparing and processing required documentation, coordinating approvals, and managing online enrollment systems to ensure timely and accurate contract execution.
• Maintain internal databases of active agent contracts, commission levels, Error & Omissions and license expiration dates.
• Build and maintain strong working relationships with insurance carriers, upline partners, and internal stakeholders to support efficient communication and issue resolution.
• Provide ongoing support to internal growth team throughout the onboarding and contracting process, resolving issues and responding to inquiries in a timely manner.
• Afford assistance with the development, implementation, and continuous improvement of contracting policies, procedures, and workflow processes.
• Ensure all contracting activities comply with carrier requirements, regulatory standards, and company policies.

Knowledge, Skills & Abilities

• Strong analytical, communication, and negotiation skills.
• Strong analytical, negotiation, and problem-solving skills.
• Excellent communication and interpersonal skills.
• An attention to detail and the ability to manage complex projects.
• Familiarity with federal and state regulatory requirements and Medicare policies.
• The ability to work collaboratively with team members.

Education & Experience

• Bachelor’s degree in accounting, finance, or a related field.
• At least 1-2 years of experience in contract administration, healthcare, or insurance industries.