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Agent Readiness & Licensing Coordinator

In-Office Position | Columbia, South Carolina

At Wealth Alliance Group, we are committed to building strong teams that create real impact through service, execution, and operational excellence. We are seeking a highly organized, detail-oriented, and tech-savvy professional to join our in-office operations team supporting licensing, compliance, and carrier readiness across multiple insurance platforms.

This role is essential in ensuring agents are licensed, compliant, and Ready to Sell with multiple insurance carriers. The ideal candidate thrives in a fast-paced environment and values accuracy, organization, and follow-through.

Position Overview

The Licensing & Carrier Readiness Coordinator will be responsible for gathering reports, tracking agent readiness, maintaining compliance records, and ensuring accurate operational reporting across multiple systems and carriers. The ideal candidate is detail-oriented, dependable, and highly skilled with spreadsheets, reporting tools, and data management.

Key Responsibilities

As an Agent Readiness & Licensing Coordinator, your responsibilities will include:

Track agent licensing, certifications, appointments, and Ready to Sell statuses
Maintain compliance reports, spreadsheets, and operational tracking systems
Monitor carrier onboarding and agent readiness across multiple insurance carriers
Review reports for missing information and compliance discrepancies
Communicate with carriers, agents, and internal teams regarding licensing and compliance
Track renewals, deadlines, AHIP, and certification requirements
Generate weekly and monthly operational and readiness reports
Maintain organized digital records and cloud-based documentation
Support insurance operations, onboarding, and compliance processes
Assist with Medicare, health insurance, ancillary, and ACA carrier readiness

Technical Skills & Requirements

We are seeking someone with strong technical and administrative abilities who can confidently manage large amounts of information with accuracy and efficiency.

The ideal candidate should:

Proficient in Microsoft Excel, Google Sheets, and reporting tools
Experience with data entry, spreadsheets, compliance tracking, and reporting systems
Ability to manage large datasets with accuracy and organization
Comfortable using carrier portals, CRM systems, and licensing platforms
Strong administrative, multitasking, and organizational skills
Experience with cloud-based systems and shared drives
Strong attention to detail and problem-solving abilities
Ability to work independently in a fast-paced office environment
Insurance operations, Medicare, licensing, or compliance experience preferred
Knowledge of Medicare Advantage, ACA, ancillary, or health insurance is a plus

This role requires accuracy, professionalism, confidentiality, and strong follow-through.

Qualifications

Strong organizational, communication, and follow-up skills
Ability to multitask and work independently in a fast-paced environment
Strong attention to detail and problem-solving abilities
Experience in insurance operations, licensing, compliance, or administration preferred
Comfortable managing multiple systems, deadlines, and reporting tasks
Medicare, health insurance, or carrier operations experience is a plus

If you are organized, detail-oriented, tech-savvy, and excited to contribute to a high-performing team, we encourage you to apply today and become part of a growing organization committed to execution, growth, and success.