onboarding and Contracting specialist

# Full-Time Onboarding & Contracting Specialist

**Life Insurance Agency | Remote Position**

## About the Position

We are a growing U.S.-based life insurance agency looking for a highly organized, intelligent, and dependable **Onboarding & Contracting Specialist** to join our team full-time.

You will be responsible for helping newly recruited insurance agents complete the onboarding and carrier-contracting process. This position combines administrative work, back-end contracting, agent communication, customer service, problem-solving, and follow-up.

We are not looking for someone who simply completes basic tasks. We are looking for an **A-player** who takes ownership, thinks critically, notices small details, solves problems independently, and keeps every agent moving through the onboarding process.

You will be one of the first people our new agents interact with, so you must be professional, helpful, responsive, and able to create an excellent onboarding experience.

## Primary Responsibilities

### New Agent Onboarding

* Welcome new agents and guide them through the complete onboarding process.
* Clearly explain each onboarding step and what is required from the agent.
* Help agents complete required forms, accounts, training, and documentation.
* Track each agent’s progress from the beginning of onboarding until they are fully ready to begin selling.
* Follow up consistently with agents who have missing information or incomplete tasks.
* Make sure no agent gets forgotten or falls through the cracks.

### Insurance Carrier Contracting

* Submit and manage agent contracting applications with life insurance carriers.
* Assist agents with completing carrier applications accurately.
* Review contracting paperwork for missing, incorrect, or inconsistent information.
* Track carrier-contracting statuses and follow up on pending applications.
* Communicate with carrier contracting departments when additional information is required.
* Help resolve contracting delays, outstanding requirements, licensing issues, and application errors.
* Maintain accurate records of which carriers each agent is contracted with.
* Keep agents updated throughout the contracting process.

### Agent Communication and Customer Service

* Communicate with agents through phone calls, email, text messaging, and internal communication platforms.
* Respond to questions in a professional, friendly, and timely manner.
* Explain complicated processes in a simple and understandable way.
* Help frustrated or confused agents find solutions without becoming overwhelmed.
* Provide regular updates instead of waiting for agents to ask for information.
* Create a positive and organized experience for every new agent.

### Administrative and Back-End Support

* Update onboarding trackers, spreadsheets, CRM records, and internal systems.
* Organize agent documents and maintain accurate digital records.
* Review licenses, identification documents, certifications, and contracting forms.
* Identify incomplete information before documents are submitted.
* Create and improve onboarding checklists, templates, and standard operating procedures.
* Work closely with agency leadership and other departments.
* Provide daily or weekly updates regarding onboarding progress, delays, and outstanding requirements.

## What We Are Looking For

The ideal candidate is:

* Extremely organized and detail-oriented.
* A strong critical thinker and problem-solver.
* Able to learn complicated systems and processes quickly.
* Proactive and comfortable taking ownership of responsibilities.
* Reliable, consistent, and able to meet deadlines.
* Professional when communicating with agents and business partners.
* Comfortable following up repeatedly when something needs to be completed.
* Able to manage many agents and tasks at the same time.
* Capable of recognizing problems before they become larger issues.
* Comfortable working independently without constant supervision.
* Able to ask intelligent questions when clarification is truly needed.
* Calm and resourceful when handling unexpected situations.
* Interested in building a long-term career with a growing company.

## Required Skills

* Excellent written and spoken English.
* Strong administrative and organizational skills.
* Strong attention to detail.
* Professional phone, email, and messaging communication.
* Experience using spreadsheets, online forms, CRMs, and document-management systems.
* Ability to prioritize tasks and manage multiple deadlines.
* Ability to document processes and maintain accurate records.
* Stable internet connection and a dependable computer.
* A quiet and professional remote working environment.

## Preferred Experience

Experience in any of the following is a major advantage:

* Life insurance or financial services.
* Insurance agent contracting.
* Insurance licensing.
* New-hire or agent onboarding.
* Customer service or client success.
* Executive assistance or administrative support.
* CRM management.
* GoHighLevel.
* SureLC or other insurance-contracting platforms.
* DocuSign or electronic document systems.
* Google Workspace, including Gmail, Google Drive, Google Docs, and Google Sheets.

Previous life insurance experience is preferred, but it is not required for an exceptional candidate who learns quickly and has strong administrative abilities.

## What Success Looks Like

You will be successful in this position when:

* New agents understand exactly what they need to complete.
* Contracting applications are submitted accurately and on time.
* Outstanding requirements are followed up on consistently.
* Agents receive fast and professional communication.
* Agency records remain organized and accurate.
* Problems are identified and resolved before leadership needs to get involved.
* Leadership can trust that the onboarding department is fully handled.

## Schedule

* Full-time position.
* Approximately 40 hours per week.
* Monday through Friday.
* Working hours: 40 per week
* Some schedule flexibility may be required during busy onboarding periods.

## Compensation

* Starting compensation: $6 an hour
* Long-term opportunity for increased responsibility and compensation based on performance.
* This is intended to be a stable, long-term position for the right person.

## How to Apply

Please include the following in your application:

1. A brief introduction explaining why you would be a strong fit for this position.
2. Your previous experience with onboarding, administration, customer service, insurance, or contracting.
3. An example of a difficult administrative problem you solved.
4. A description of how you stay organized when managing many people and deadlines.
5. Your desired hourly or monthly compensation.
6. Your availability and preferred working hours.
7. A short voice recording introducing yourself and explaining why you are interested in the position.

Please begin your application with the words **“ONBOARDING A-PLAYER”** so we know you carefully read the complete job description.

Applications that do not follow these instructions may not be considered.

## Important

This role requires someone who is dependable, resourceful, and highly detail-oriented. Please do not apply if you regularly miss deadlines, require constant reminders, avoid speaking with people, or become overwhelmed when managing multiple responsibilities.

We are looking for someone who wants to become an important, trusted member of our company and grow with us over the long term.