Licensing Coordinator

Introduction

At Pronto Insurance, we’re creating access, trust, and opportunity in the communities we serve. With deep roots in South Texas and a fast-growing presence across California and Florida, we bring local knowledge and genuine care to every interaction; making insurance simpler, more affordable, and more accessible for all. You’ll join a team that believes in doing the right thing, seizing opportunities, and showing up for one another.

Whether you’re supporting customers in our retail locations or working behind the scenes, we’re proud to be a place where ambition meets support. Here, diverse perspectives are valued. If you’re ready to make a difference and grow with a team that’s redefining what’s possible in insurance, we’d love to hear from you.

JOB DESCRIPTION:

LICENSING COORDINATOR

• Employment Status: Permanent/ Full Time
• Starting Pay: Competitive pay commensurate with experience and qualifications.
• Reports to: Project Management Office

Compliance & Record Keeping

• Coordinates all aspects of licensing for sales producers.
• Reviews state license applications to ensure compliance.
• Track license renewal for sales producers.
• Track Errors & Omissions (E&O) policies for Franchises to ensure binding authority.
• Maintains records for reporting license information to carriers.

Agent Support & Communication

• Communicate critical policy documents to our customers and agents.
• Fulfill incoming agent requests managed through e-mail or chat.
• Effectively communicate with Sales & Support Staff, Underwriting Auditor, Claims Department, and Operations Department.

Reporting & Data Management

• Produce reports based on licensing statistics.
• Create and maintain spreadsheets to manage licensing data (e.g., using Google Sheets/Microsoft Excel).

Key Duties:
Captive and Independent Agents Licensing

• Receive New IA Appointment Packets.
• Complete Agency Appointment Packets for Sales to Review.
• Appointment and Termination of IAs.
• Update the IA list and maintain the UW IA drive.
• Create Pulse Account.
• Create logins.
• Licensing Updates.
• E&O Updates.
• Bank Information Approval.
• NSF suspension.
• Change of Ownership.
• Bi-weekly, send all appointments and terminations to all carriers (Captive, FR, CA, and IAs).
• Review commissions with accounting (incentive report).
• MGA communication to IAs.

• 1+ years of experience in the insurance industry, specifically with producer licensing, appointments, and terminations (preferred).
• 1 year of Customer Service experience.
• 1 year within a Call Center environment (preferred).
• Knowledge of state insurance regulatory requirements and procedures (e.g., Texas, California, Florida).
• Proficiency with licensing databases (e.g., NIPR) and Customer Relationship Management (CRM) or Agency Management Systems.
• Excellent communication skills, both oral and written, utilizing a professional vocabulary.
• Planning and Organizational Skills.
• Very strong problem-solving, data gathering, and organizational skills; be detail-oriented, flexible to handle multiple and competing priorities.
• Associate s or Bachelor s degree (preferred).

Required

• Bachelor s degree or minimum of 3+ years of experience in insurance licensing or a similar role.
• In-depth knowledge of state insurance regulations and licensing requirements.
• Proficient in using licensing software and databases.
• Strong communication skills.

Preferred

• Familiarity with insurance agency management systems is preferred.

Work Traits

• Demonstrates ability to work independently and collaboratively with various stakeholders. Ability to adapt to changing regulations and industry trends.

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide…