Life Insurance Agency Onboarding & Administration Representative

About the role

GPM Life is a northeast San Antonio-based life insurance company focused on providing excellent service to policyholders, agents, and the GPM Life team. It offers competitive benefits such as medical, dental, vision, group life insurance, and a substantial 401(k) plan with a company match. Employees work 39 hours per week, Monday through Friday, with a 5-hour workday on Fridays.

Responsibilities

• Develop full proficiency in Agent Onboarding and Terminations, compensation/hierarchy/contract maintenance, and ensure compliance with state Departments of Insurance and GPM Life internal operating procedures.
• Handle/approve state appointments to meet compliance regulations for all states/jurisdictions, including requesting background check reports, appointment fees, and related forms.
• Prepare contracts for processing and manage monthly LOP report.
• Communicate with field leaders before executing agent terminations and set up agent payment arrangements.
• Reconcile monthly Vector reports and manage debt collection for unpaid balances.
• Apply critical thinking and operational expertise to identify and correct workflow inefficiencies and process gaps.
• Assist agents with commission questions, explain statement locations, and research discrepancies.
• Process direct deposits, log agent information, and maintain state regulation files.
• Manage inventory, distribution services, and update promotional catalogs and agency materials library.
• Process Supply Orders for agents and employees.

Requirements

• 2-3 years of administrative/clerical experience, preferably in a life insurance company.
• Strong computer skills including Word and Excel.
• Excellent verbal and written communication skills.
• Ability to interact well with others and work with demanding customers.

Qualifications

• High school education or equivalent.

Skills

• Attention to detail.
• Fast-paced environment adaptability.
• Prioritization and multitasking ability.
• Effective communication skills.
• Great people skills.
• Professional demeanor.
• Time management and organizational skills.

Benefits

Not specified.

Pay

Not specified.

Schedule

Full-time, 39 hours per week, Monday through Friday, with a 5-hour workday on Fridays.