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.

Key Responsibilities

1. 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

2. Agent Onboarding & Support

·         Guide new agents through onboarding, including system setup, contracting materials, and training registration

·         System and Tool Proficiency: utilize carrier websites, OneNote, Monday.com, 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.

3. 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

Core Competencies

·         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.

Qualifications

·         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

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

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.