About Job

Our Team is growing, and we need you!

Come be a part of this disruption in the financial services marketplace!

By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.

We offer:

Casual Work Environment
Generous Paid Time Off
Flexible Work Schedule
Great Benefits
And More…

Come take your career path to the next level!

The Insurance Contracting Admin plays a critical role for Level Four Insurance Agency by working to secure and validate agent licenses, contracts and appointments for all of our lines – Life, Health, Annuities & Medicare. They are responsible for gathering all necessary requirements to establish contractual relationships between agents and carriers. This position requires a Data Entry Superhero; in other words, a Critical Thinker – someone who can spot unusual information and pivot or ask questions accordingly; someone who understands the importance of the data being processed and how each element impacts the agent, the client and our Agency.

Essential responsibilities and tasks of the Insurance Contracting Admin are:

Validate producer license
Work with producer to complete carrier contracts
Help producer locate all AML and CE requirements needed for appointment
Work with the carriers to complete appointments on a timely basis
Document and communicate details of appointment once complete
Respond to all requests for information from both Advisors and Carriers in a timely manner
Additional duties as required