Agency Relations Coordinator

Agent Relations Coordinator

Department:
Agent Relations

Reports to:

Manager of Agent Success

FLSA:
Non-Exempt

Location:

PIPAC-Cedar Falls

Summary
:
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 in an accurate and timely manner
• 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
• System and Tool Proficiency: 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
• Special projects and other duties assigned.
• Data Management & Reporting
• Entering, verifying, and reconciling production
• Maintain and update agent records in database systems
• Ensure compliance with state DOI (Department of Insurance) regulations and carrier requirements
• Communicate updates as needed
• Prepare reports related to licensing, contracting, and agent programs

• Strong attention to detail and organizational skills
• Strong time management skills including the ability to manage multiple priorities and meet deadlines
• Professional communication with agents, carriers, and team members
  
  Proactive problem-solving and solution-oriented mindset
• High level of accountability, confidentiality, and follow-through
• Collaborative team player with a positive, service-focused attitude
• Adapts to changing business operations and works well both independently and as part of a team.

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

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, and local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.