Licensing Coordinator at The Health Insurance Store, Inc

For nearly three decades, Health Insurance Store has been a leader in the health insurance industry. Based in Kissimmee, Florida, Health Insurance Store team offers a lifetime of experience in understanding what people need in regard to their health insurance needs. Their more than 800 independent agents specialize in personalized services extending beyond open enrollment, processing more than $225 million in annualized premium while serving 50,000 Americans annually.

Job Summary

This position performs administrative responsibilities relating to the General Agency Department requiring the use of discretion and independent judgment on significant matters, and is substantially involved in the recruiting, training, developing, coordinating, and monitoring external agents/brokers.

Job Responsibilities:

• Assist external brokers in completing their initial on-boarding and contracting forms.

• Monitors the brokers contracting phase with each individual appointed carrier.

• Verifies contract requests and serves as a liaison between the agency and the carriers.

• Reads and interprets producer reports.

• Enters PII into Company’s CRM efficiently and accurately.

• Verifies producer reports and uploads carrier writing numbers in Company’s CRM.

• Prepare a variety of reports as requested by the job assignment.

• Schedules and coordinate appointments for brokers to complete contracts.

• Establishes and maintains effective working relationships with department associates, administrative officials, and program partners.

• Updates broker’s Company’s CRM profile when requested.

• Assists department lead and supervisor with special projects.

• Processes and maintains all correspondence, paperwork, reports, and files relating to accounts.

• Collaborate across all departments and functional levels of the organization and adapts to the needs of the organization.

• Attends marketing events to engage with our external agents and vendor District Managers.

• Maintains up-to-date awareness of company activities, industry trends and government regulations that will enhance broker relationships.

Position Requirements:

• This position requires a minimum of a high school diploma.

• Previous sales management experience preferred.

• Experienced with MS Office software. 

• Excellent written and verbal skills.

• Must be detail oriented, self-motivated, organized, and presentation skills.

• Bilingual Spanish-English required