Administrative Assistant

Position and Scope of Work

This Administrative Assistance role (Financial Services Industry) is a 1099 contractor role, serving as a Base Shop Coordinator and to apply his/her professional skills and services toward supporting the administrative and operational needs of the Company.

Specifically, the Coordinator will be responsible for but not limited to the following duties:

● Ensuring that all new and existing agents are properly licensed in accordance with state and company requirements within 10 to 14 days.

● Coordinating and tracking agent licensing progress and renewals.

● Monitoring contracts/appointments with carriers and agents to ensure agents have their producer codes within 7 days of license being uploaded in the CRM.

● Must be in frequent communication with agents regarding study materials, exam date and outcome.

● Handle any reschedules for exams & fingerprint appointments.

● Monitoring new business submissions from the base shop and conducting appropriate follow up with agents, clients and carriers to ensure placement of policies.

● Tracking all licensing, placement, and persistency via shared documents and spreadsheets.

● Providing regular updates to leadership on progress and outstanding issues.

● Some of the work can be done remotely.

● Attendance of office events and meetings (Monday Managers Meeting, Tuesday and Saturday Agent Training, any other - if needed).

*** Will be required to be onboarded and obtain a 214/215 Florida Life & Annuity License. Won’t be required to be an active producing agent. ***

Job Types: Part-time, Contract

Pay: $20,000.00 - $40,000.00 per year

Benefits:

• Employee discount
• Flexible schedule
• Professional development assistance

Work Location: Hybrid remote in Fort Lauderdale, FL 33309