Role OverviewThe Credentialing Associate is responsible for supporting the onboarding, licensing, appointment, and credentialing processes for insurance agents and agencies within a personal lines insurance distribution environment.
What You Will Do
Coordinate and process agent and agency credentialing, onboarding, and appointment activities with insurance carriers, review and verify licensing, E&O insurance, background checks, certifications, and other required documentation for completeness and compliance.
Why It Might Be a Fit
This role requires strong attention to detail, organizational skills, and knowledge of insurance licensing and carrier appointment processes, with the ability to work independently and collaboratively across departments.
Requirements
- High school diploma or equivalent required
- Associate's or Bachelor's degree in business, insurance, finance, or related field preferred
- 1–3 years of insurance operations, licensing, credentialing, compliance, or administrative experience preferred
- Experience in personal lines insurance, agency operations, or carrier appointment processing preferred
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