Insurance Licensing Associate (Part-Time, Entry Level)

Financial Grade • La Jolla, CA

16d • Onsite

About The Position

Financial Grade is a leading Field Marketing Organization (FMO), and our Senior Consultants provide licensed independent Medicare insurance agents with our FMO tools and guidance needed to succeed in the Medicare market. The Insurance Licensing Associate is an entry-level administrative support role responsible for assisting with the onboarding, licensing, contracting, and ongoing compliance of Financial Grade agents and agencies.

Requirements

• High school diploma required, Associate’s or bachelor’s preferred.
• Administrative or customer service experience preferred.
• Basic Microsoft Office proficiency.
• Ability to learn CRM and carrier portals.

Responsibilities

• Assist with processing agent contracting packets and enrollment applications.
• Support tracking agent licensing statuses to ensure appointments and renewals remain current.
• Maintain accurate records in internal systems and logs.
• Communicate with agents to gather documentation and provide updates.
• Prepare and submit documentation to carriers.
• Support acquisition of new state licenses.
• Assist with annual certification tracking.
• Provide administrative support for shipping agent kits and materials.
• Update contracting and licensing training materials.
• Support incoming communication routing.
• Participate in team meetings and process improvement.
• Perform additional administrative duties as assigned.

Benefits

• Competitive pay based on experience.
• Paid sick time.
• Positive work environment with growth opportunities.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED