Agency Relations Coordinator

Agent Relations Coordinator

Department:
Agent Relations

Location:

PIPAC-Cedar Falls

Reports to:

Manager of Agent Success

FLSA:
Non-Exempt

This role supports agent onboarding, licensing, contracting, and ongoing agent relations by coordinating carrier requirements, maintaining accurate data, and delivering high-quality administrative and operational support. The position ensures a smooth contracting process, timely service to agents, and effective execution of office support activities.

• Licensing & Contracting
  • Process agent contracting for health, life, and annuity carriers accurately and timely.
  • Track and follow up on pending contracts with carriers and agents.
  • Obtain and verify licenses; monitor and notify agents of upcoming expirations.
  • Maintain contracting requirements, SOPs, and carrier-specific guidelines.
  • Issue writing numbers, onboard new agents, and process terminations (with approval).
  • Support commission assignments and book-of-business transfers.
• Agent Onboarding & Support
  • Guide new agents through onboarding, including system setup, contracting materials, and training registration.
  • Utilize carrier websites, One Note, , and other tools to assist in tracking and cleaning up pending and submitted contracts, ensuring efficient management of the agent pipeline.
  • Respond to agent inquiries and provide ongoing support.
  • Maintain strong working relationships with agents, carriers, and internal teams.
  • Participate in special projects and other duties assigned.
• Data Management & Reporting
  • Enter, verify, and reconcile production.
  • Maintain and update agent records in database systems.
  • Ensure compliance with state DOI regulations and carrier requirements.
  • Communicate updates as needed.
  • Prepare reports related to licensing, contracting, and agent programs.

• High school diploma.
• 2–5 years of administrative, operations, or related experience.
• Experience with licensing, contracting, or the insurance industry (preferred).
• Proficiency in Microsoft Office and database systems.
• Strong communication and customer service skills.

Integrity offers a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.