Agent Services Specialist (No Experience Required-Full Training Provided)

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.

Agent Services Specialist Role

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.

What You'll Do

• Manage contracting and appointment processes for internal and independent agents
• Coordinate state licensing and carrier appointment applications, renewals, and updates
• Maintain agent licensing and certification statuses to ensure ongoing compliance
• Aid agents with carrier certifications, AHIP completion, and compliance requirements
• 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
• Cook up the onboarding experience for new agents
• Fulfill agent supply requests and coordinate kit shipments
• Communicate carrier updates, product launches, and training opportunities
• Absorb webinar scheduling, training events, conferences, and agent engagement initiatives
• Maintain training materials, operational procedures, and activity logs

Qualifications

• 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

Preferred Traits

• 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

Why Join Financial Grade?

• 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
• Core Values: Client-Centric Service, Integrity, Positivity, Growth Mindset