Insurance Licensing Coordinator / Account Manager

Agenzee is a streamlined licensing and appointment management platform designed to simplify the compliance process for insurance agencies, carriers, and MGAs. By automating time-consuming tasks, Agenzee helps licensing administrators stay organized, reduce manual work, and ensure regulatory compliance.

Position Overview

The Insurance Licensing Coordinator / Account Manager for will serve as a subject matter expert in insurance licensing and compliance. This role combines licensing administration with customer success, onboarding, and account management responsibilities. The ideal candidate will be detail-oriented, proactive, and dedicated to providing an exceptional client experience.

You’ll play a key role in onboarding new customers, conducting platform demos, and supporting agencies, carriers, and MGAs as they manage their licensing and appointment processes through Agenzee.

Platform Proficiency and Client Engagement

• Develop in-depth expertise in the Agenzee platform to deliver engaging, professional product demonstrations.
• Conduct demos for prospective clients, showcasing the platform’s value and capabilities.
• Serve as a subject matter expert (SME) on licensing and compliance during sales calls and client discussions.

Client Support, Onboarding, and Success

• Lead onboarding sessions for new clients to ensure smooth implementation and successful platform adoption.
• Provide proactive, high-quality customer service and serve as the main point of contact for assigned accounts.
• Communicate with customers via email, phone, and video to answer questions, provide training, and resolve issues.
• Collaborate with internal teams to ensure seamless handoffs between sales, implementation, and support.
• Track client satisfaction, identify opportunities for improvement, and contribute to retention and growth initiatives.

Licensing and Appointments

• Process new and renewal licenses, address/contact changes, and manage carrier state appointments (new, renewal, and termination).
• Validate licensing and appointment status for agencies, carriers, MGAs, and their producers to ensure compliance.
• Research and interpret state requirements to determine applicable regulations and compliance standards.

Compliance and Regulatory Research

• Monitor changes in insurance regulations and compliance standards across all states.
• Review bulletins, guidelines, and industry updates from NAIC, NIPR, and Departments of Insurance.
• Ensure all Agenzee materials and communications adhere to regulatory requirements.
• Stay informed on NAIC, NIPR, and other industry organizations and standards.

Qualifications:

• At least 3 years of experience in insurance licensing within the Property & Casualty and/or Life, Health & Disability sectors.
• Strong knowledge of insurance laws, compliance standards, and licensing platforms (NAIC, NIPR).
• Experience managing client onboarding, training, or customer success in a SaaS or insurance environment preferred.
• Exceptional communication skills and a customer-first mindset.
• Proven ability to research and interpret insurance regulations accurately.
• Highly organized, detail-oriented, and able to manage multiple projects simultaneously.
• Self-motivated, goal-oriented, and comfortable working both independently and within a team.

Why Join Us

This is an opportunity to join a growing company. You’ll be part of a team that values innovation, collaboration, and exceptional service; helping the entire insurance ecosystem modernize their licensing and compliance operations while building lasting client relationships.

This role is ideal for a proactive, detail-oriented professional with a passion for compliance and client success in the insurance industry.