Agent Services Coordinator

Cornerstone Senior Marketing is an Integrity partner organization that supports insurance professionals nationwide with Medicare, life, annuity, and ancillary product solutions. We combine a people-first culture with industry-leading technology and resources to help agents, agencies, and team members achieve meaningful growth and make a positive impact in the communities they serve.

Position Overview
The Licensing Coordinator supports agent onboarding, licensing, and contracting activities, partnering closely with Sales, Service, and other internal departments. The coordinator serves as a key liaison for incoming agents, managing contracting requests and ensuring agent information is accurately maintained across internal systems.

Primary Responsibilities:

• Processes contracts and licensing for agent appointments with carriers in a timely manner with accuracy.
• Compiles and verifies the accuracy of data to be entered.
• Takes necessary action to ensure the data submitted is complete, correct, and accurate.
• Records work completed, transmits entered information into database, and files or routes documents after entry.
• Provides knowledgeable customer service by responding to customer inquiries regarding the status of submitted documents, as well as resolving questions, inconsistencies, or missing data from documents they submit.
• Follows proper processes and procedures to ensure timely document turnaround and follow up
• Processes updates, changes, and/or additions to contracts, licenses for agent appointments, licensing forms from carriers in system, and commission schedules for and from carriers in system.
• New carrier and new agent onboarding
• Special projects (such as software testing and implementation) may be assigned.
• Perform other duties as assigned.

Primary Skills and Requirements:

• High school diploma or general education degree (GED); prior experience preferred but not required.
• 0-2 years of relevant experience
• Communicates effectively in person, by phone, and in writing, demonstrating strong oral and written skills.
• Applies reasoning and common sense to follow written and verbal instructions accurately.
• Proficient in basic computer navigation and commonly used applications such as email, word processing, spreadsheets, the internet, and Adobe software.
• Manages multiple tasks efficiently in a fast-paced environment, with strong planning and organizational abilities.
• Adapts to changing business operations and works well both independently and as part of a team.

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.