{"schemaVersion":"jobsearcher.job.v1","id":"f139ebedbddb6119cc5b8708","url":"https://jobsearcher.com/jobs/f139ebedbddb6119cc5b8708","canonicalUrl":"https://jobsearcher.com/jobs/f139ebedbddb6119cc5b8708","title":"Agent Admin Representative 2","description":"Wellabe is looking for a Agent Admin Representative 2 to join our team. Under direct supervision, this role supports all distributions with agent contracting and distribution processes, including appointment updates, agent record maintenance, terminations, and data changes. The position utilizes multiple systems, such as LifePro, CLARC, Vertafore, and related platforms.\n\nBe successful in this role\n\nSomeone in this role will:\n\nReviews and processes new agent contracting and appointment requests for all distribution channels in compliance with company policies.\nConfirms licensing and required documentation. Submits background investigations to vendors.\nProcesses appointments, assigns agent numbers, and distributes appointment approval notifications and executed contracts.\nProcess agent contract exchange requests for existing agents in accordance with company guidelines.\nMaintains agent licensing records and ensures it is kept up to date by utilizing system reports, submitting written requests to agents, receiving licensing information, and updating agent’s record.\nHandles agent contract/appointment terminations by updating the agent’s record to reflect the termination date, sending appointment termination to the corresponding state(s), and corresponding with the agent of the contract termination.\nAssists with the creation of agent commission assignments by establishing a commission record, maintaining and updating the record upon receipt of a request.\nAssists with the processing of annual appointment renewals according to state guidelines, including but not limited to paying state invoices and researching discrepancies between state DOI records and company records.\nAssists with the review of new business submitted with inaccurate agent information and corrects information as necessary.\nCommunicates with agents/managers, clients, case managers and external carriers to obtain missing information and follow up for agent contracting applications.\nDistributes manager agreements to obtain agent signature by mailing to the appropriate manager.\nAccesses, utilizes, and discloses individually identifiable information to perform specific functions of the position in accordance with Company policies and procedures, and as required by law.\nQualifications\nExcellent verbal and written communication skills, including business writing skills as related to accurate and correct internal and external business communications.\nStrong aptitude for understanding technical solutions and learning/utilizing tools.\nIntermediate knowledge of MS Office Suite (Excel, Word and PowerPoint) with the ability to utilize many systems.\nStrong customer service skills with a desire and ability to work with employees and customers in a cooperative, professional and friendly manner.\nAble to work independently, set priorities and handle multiple tasks.\nStrong attention to detail.\nHigh school diploma or general education degree (GED) required.\nA combination of education and relevant work experience may be considered in lieu of a degree.\n1 - 2 years of experience in licensing sales distribution systems, customer service or other insurance related field.\nAgent licensing experience preferred.\nBenefits\nHybrid availability\n401(k) with company match\nHealth insurance\nPaid time off, holidays\nVolunteer time off\nLifestyle Spending Account (LSA)\nPaternity leave\nGrowth opportunities\n\nWe believe each of us has potential to grow and adapt with our business. We take your career as seriously as you do. Helping you develop your skills and talents leads to opportunities — not only for you, but also for our company. That’s why we provide:\n\nLinkedIn Learning Premium access\nCliftonStrengths® assessment and coaching\nOn-site and virtual workshops and cohorts featuring world-class content from FranklinCovey, Crucial Learning, Gallup, and more\nFree world-class insurance acumen courses through AHIP and LOMA\nReimbursement and bonus opportunities for professional designations and certifications, including a tuition reimbursement program\nOpportunities to take part in Wellabe's mentorship programs\nAbout Wellabe\n\nSince 1929, Wellabe has been finding solutions to help our customers protect their health and financial well-being. And we’re committed to fostering an internal culture of inclusivity, well-being, and development so each of our team members can succeed. Learn more about Wellabe’s culture of betterment by visiting wellabe.com/culture (https://www.wellabe.com/culture).\n\nWellabe is full of smart, caring, hard-working people with a broad range of talents who understand collaboration is key. We bring our best selves every day, to connect with others to solve problems, spark innovation, and bring ideas to life. Meet the team and learn what makes Wellabe a great place to work by visiting wellabe.com/news/employee-spotlights (https://www.wellabe.com/news/employee-spotlights).\n\nOur core values:\n\nBe dedicated: Show unwavering commitment by proactively taking initiative, setting clear goals, and managing time effectively.\nBe trustworthy: Take accountability for actions, navigate difficult conversations with integrity, and build strong relationships through consistent, honest behavior.\nBe determined: Demonstrate enthusiasm and a relentless drive to overcome obstacles and achieve goals.\nBe collaborative: Foster teamwork by being self-aware, actively listening, and effectively communicating across all levels.\nBe open: Embrace diversity and new ideas to create an inclusive environment.\nBe generous: Embody generosity and compassion by serving a greater purpose and helping others.\nBe better: Commit to continuous improvement and adapt effectively to change.\nBe well: Prioritize physical and mental health, manage stress, and demonstrate emotional intelligence.\n\nEqual Opportunity Employer\nThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.","company":"Wellabe Services","rawCompany":"wellabe services","city":"Burlington","state":"IA","isRemote":false,"isActive":false,"createdAt":"2026-09-25T12:16:32.693Z","occupations":[{"code":"41-3021.00","title":"Insurance Sales Agents","slug":"insurance-sales-agents"},{"code":"43-9041.00","title":"Insurance Claims and Policy Processing Clerks","slug":"insurance-claims-and-policy-processing-clerks"},{"code":"41-3091.00","title":"Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel","slug":"sales-representatives-of-services-except-advertising-insurance-financial-services-and-travel"}],"industries":[{"code":"524210","title":"Insurance Agencies and Brokerages","slug":"insurance-agencies-and-brokerages"},{"code":"524298","title":"All Other Insurance Related Activities","slug":"all-other-insurance-related-activities"},{"code":"524113","title":"Direct Life Insurance Carriers","slug":"direct-life-insurance-carriers"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Agent Admin Representative 2","description":"Wellabe is looking for a Agent Admin Representative 2 to join our team. Under direct supervision, this role supports all distributions with agent contracting and distribution processes, including appointment updates, agent record maintenance, terminations, and data changes. The position utilizes multiple systems, such as LifePro, CLARC, Vertafore, and related platforms.\n\nBe successful in this role\n\nSomeone in this role will:\n\nReviews and processes new agent contracting and appointment requests for all distribution channels in compliance with company policies.\nConfirms licensing and required documentation. Submits background investigations to vendors.\nProcesses appointments, assigns agent numbers, and distributes appointment approval notifications and executed contracts.\nProcess agent contract exchange requests for existing agents in accordance with company guidelines.\nMaintains agent licensing records and ensures it is kept up to date by utilizing system reports, submitting written requests to agents, receiving licensing information, and updating agent’s record.\nHandles agent contract/appointment terminations by updating the agent’s record to reflect the termination date, sending appointment termination to the corresponding state(s), and corresponding with the agent of the contract termination.\nAssists with the creation of agent commission assignments by establishing a commission record, maintaining and updating the record upon receipt of a request.\nAssists with the processing of annual appointment renewals according to state guidelines, including but not limited to paying state invoices and researching discrepancies between state DOI records and company records.\nAssists with the review of new business submitted with inaccurate agent information and corrects information as necessary.\nCommunicates with agents/managers, clients, case managers and external carriers to obtain missing information and follow up for agent contracting applications.\nDistributes manager agreements to obtain agent signature by mailing to the appropriate manager.\nAccesses, utilizes, and discloses individually identifiable information to perform specific functions of the position in accordance with Company policies and procedures, and as required by law.\nQualifications\nExcellent verbal and written communication skills, including business writing skills as related to accurate and correct internal and external business communications.\nStrong aptitude for understanding technical solutions and learning/utilizing tools.\nIntermediate knowledge of MS Office Suite (Excel, Word and PowerPoint) with the ability to utilize many systems.\nStrong customer service skills with a desire and ability to work with employees and customers in a cooperative, professional and friendly manner.\nAble to work independently, set priorities and handle multiple tasks.\nStrong attention to detail.\nHigh school diploma or general education degree (GED) required.\nA combination of education and relevant work experience may be considered in lieu of a degree.\n1 - 2 years of experience in licensing sales distribution systems, customer service or other insurance related field.\nAgent licensing experience preferred.\nBenefits\nHybrid availability\n401(k) with company match\nHealth insurance\nPaid time off, holidays\nVolunteer time off\nLifestyle Spending Account (LSA)\nPaternity leave\nGrowth opportunities\n\nWe believe each of us has potential to grow and adapt with our business. We take your career as seriously as you do. Helping you develop your skills and talents leads to opportunities — not only for you, but also for our company. That’s why we provide:\n\nLinkedIn Learning Premium access\nCliftonStrengths® assessment and coaching\nOn-site and virtual workshops and cohorts featuring world-class content from FranklinCovey, Crucial Learning, Gallup, and more\nFree world-class insurance acumen courses through AHIP and LOMA\nReimbursement and bonus opportunities for professional designations and certifications, including a tuition reimbursement program\nOpportunities to take part in Wellabe's mentorship programs\nAbout Wellabe\n\nSince 1929, Wellabe has been finding solutions to help our customers protect their health and financial well-being. And we’re committed to fostering an internal culture of inclusivity, well-being, and development so each of our team members can succeed. Learn more about Wellabe’s culture of betterment by visiting wellabe.com/culture (https://www.wellabe.com/culture).\n\nWellabe is full of smart, caring, hard-working people with a broad range of talents who understand collaboration is key. We bring our best selves every day, to connect with others to solve problems, spark innovation, and bring ideas to life. Meet the team and learn what makes Wellabe a great place to work by visiting wellabe.com/news/employee-spotlights (https://www.wellabe.com/news/employee-spotlights).\n\nOur core values:\n\nBe dedicated: Show unwavering commitment by proactively taking initiative, setting clear goals, and managing time effectively.\nBe trustworthy: Take accountability for actions, navigate difficult conversations with integrity, and build strong relationships through consistent, honest behavior.\nBe determined: Demonstrate enthusiasm and a relentless drive to overcome obstacles and achieve goals.\nBe collaborative: Foster teamwork by being self-aware, actively listening, and effectively communicating across all levels.\nBe open: Embrace diversity and new ideas to create an inclusive environment.\nBe generous: Embody generosity and compassion by serving a greater purpose and helping others.\nBe better: Commit to continuous improvement and adapt effectively to change.\nBe well: Prioritize physical and mental health, manage stress, and demonstrate emotional intelligence.\n\nEqual Opportunity Employer\nThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.","datePosted":"2026-09-25T12:16:32.693Z","dateModified":"2026-09-25T12:16:32.693Z","hiringOrganization":{"@type":"Organization","name":"Wellabe Services","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Burlington","addressRegion":"IA","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"f139ebedbddb6119cc5b8708"},"url":"https://jobsearcher.com/jobs/f139ebedbddb6119cc5b8708"}}