Insurance Licensing Coordinator / Account Manager

Experience

3+ years

Core Skills

• Insurance licensing
• Documentation
• Account management

Location

Fort Lauderdale, FL

Responsibilities

• Develop in-depth expertise in the Agenzee platform to deliver engaging, professional product demonstrations.
• Conduct demos for prospective clients, showcasing the platform’s value and capabilities.
• Serve as a subject matter expert (SME) on licensing and compliance during sales calls and client discussions.
• Lead onboarding sessions for new clients to ensure smooth implementation and successful platform adoption.
• Provide proactive, high-quality customer service and serve as the main point of contact for assigned accounts.
• Communicate with customers via email, phone, and video to answer questions, provide training, and resolve issues.
• Collaborate with internal teams to ensure seamless handoffs between sales, implementation, and support.
• Track client satisfaction, identify opportunities for improvement, and contribute to retention and growth initiatives.
• Manage new and renewal licenses, address/contact changes, and manage carrier state appointments (new, renewal, and termination).
• Validate licensing and appointment status for agencies, carriers, MGAs, and their producers to ensure compliance.
• Research and interpret state requirements to determine applicable regulations and compliance standards.
• Monitor changes in insurance regulations and compliance standards across all states.
• Review bulletins, guidelines, and industry updates from NAIC, NIPR, and Departments of Insurance.
• Ensure all Agenzee materials and communications adhere to regulatory requirements.
• Stay informed on NAIC, NIPR, and other industry organizations and standards.

Requirements

• At least 3 years of experience in insurance licensing within the Property & Casualty and/or Life, Health & Disability sectors.
• Strong knowledge of insurance laws, compliance standards, and licensing platforms (NAIC, NIPR).
• Experience managing client onboarding, training, or customer success in a SaaS or insurance environment preferred.
• Exceptional communication skills and a customer-first mindset.
• Proven ability to research and interpret insurance regulations accurately.
• Highly organized, detail-oriented, and able to manage multiple projects simultaneously.
• Self-motivated, goal-oriented, and comfortable working both independently and within a team.