Baseshop Coordinator (Insurance Office Administrator)
Kingdom Minded Builders Financial (KMB)
Location: Waldorf, Maryland | Hybrid
Position Type: Full-Time and Part-Time Options
Industry: Financial Services / Life Insurance
Schedule: Time Varies (Mix of hours and some late Hours)
Training: Provided
Must become an Insurance Agent for this position: $199 CRM Fee
Insurance License: Required at least 30 days after hire
About Kingdom Minded Builders Financial
Kingdom Minded Builders Financial is a growing financial services organization committed to helping families: BUILD, PROTECT, GROW, and TRANSFER generational wealth.
Our organization is focused not only on providing financial solutions but also on developing professionals, entrepreneurs, and leaders who can positively impact families and communities.
Position Overview
Kingdom Minded Builders Financial is seeking a highly organized, professional, motivated, and dependable Baseshop Coordinator (Insurance Office Administrator) to support the day-to-day operations and continued growth of our financial services organization.
This position goes beyond traditional administrative work. You will work closely with KMB leadership, insurance agents, recruits, clients, and insurance carriers to help keep our business organized and moving efficiently.
The ideal candidate enjoys working with people, managing details, solving problems, learning new systems, and taking ownership of responsibilities.
As the Baseshop Coordinator (Insurance Office Administrator), you will serve as a central point of contact within the organization, assisting with administrative functions, agent support, licensing, insurance case management, policy placement, production tracking, communication, meetings, and other operational needs.
State Insurance Licensing and CRM Requirement
Because this position will assist with insurance operations and may be required to place and process insurance policies, the selected candidate must obtain the appropriate state insurance producer license.
Customer Relations Management System Requirement
The CRM system is essentially the central database used to organize, track, and follow up with people and business activity.
The CRM tracks:
· Prospects & recruits — who have been contacted, follow-up dates, appointments, and recruiting status.
· New agents — onboarding, licensing progress, exam dates, training, and appointments.
· Clients & leads — contact information, appointments, follow-ups, and notes.
· Insurance cases — applications submitted, underwriting status, outstanding requirements, approvals, and policy delivery.
· Follow-up activity — reminders for calls, texts, emails, appointments, and next steps.
· Team activity — production, recruiting activity, attendance, and other performance information.
No previous insurance experience or current insurance license is required to apply. Training and guidance will be provided.
The selected candidate must be willing to:
Complete the required pre-licensing education and training.
Study for and pass the applicable state insurance licensing examination.
Complete the state licensing application and required steps.
Invest approximately $199 toward activating their CRM system.
Complete the licensing process within the 30-day timeframe established by KMB.
Maintain the required license and continue education once licensed.
KMB will provide training, resources, guidance, and support throughout the licensing process.
Key Responsibilities
Assist with insurance applications and case processing; communicate and follow up with insurance carriers regarding outstanding requirements and underwriting; track cases from application through issue and delivery; maintain organized client and policy records; monitor policy placement and production activity; and assist with licensed insurance activities once properly licensed.
Licensing & Agent Development
Assist License Coordinator with new agents with the licensing process; track pre-licensing class and examination progress; help coordinate licensing applications and carrier appointments; monitor licensing deadlines and outstanding requirements; assist with continuing education tracking; and consistently follow up with agents throughout the licensing process.
Administration & Office Operations
Maintain calendars, spreadsheets, databases, reports, files, and business records; prepare and organize paperwork; assist with scheduling meetings, appointments, and training; monitor deadlines and follow-up items; maintain attendance and production records; assist leadership with administrative projects; and help ensure daily office operations remain organized and efficient.
Agent Onboarding & Communication
Welcome and assist newly recruited agents; provide information regarding training schedules, resources, and company processes; help coordinate new agent orientations; serve as a point of contact for routine questions; maintain professional communication with agents; and help create an organized, supportive, and professional team environment.
Meetings, Training & Events
Assist with weekly business meetings, agent training, licensing sessions, workshops, Business Opportunity Meetings, and special events. Responsibilities may include coordinating attendance and logistics, preparing materials, communicating with participants, and providing administrative and operational support before, during, and after events.
What We're Looking For
The successful candidate should demonstrate:
Strong communication and interpersonal skills
Excellent organization and attention to detail
Effective time-management skills
Professional written and verbal communication
Strong customer service skills
Problem-solving and critical-thinking ability
Ability to manage multiple responsibilities and deadlines
Ability to follow up consistently until tasks are completed
Professionalism when working with clients, agents, and business partners
Adaptability in a growing and fast-paced environment
Ability to maintain confidential information
Advanced proficiency in technology with Microsoft Office, Google Workspace, tracking spreadsheets, and other electronic systems
Comfort working with email, spreadsheets, databases, and electronic documents
A positive and professional attitude
Coachability and willingness to learn
Initiative and leadership potential
We Will Train the Right Person
Previous insurance experience is helpful, but it is not required.
We are willing to train a candidate who demonstrates the right combination of:
Character Commitment Professionalism Organization Coachability Initiative Willingness to Learn
We are looking for someone who doesn't simply wait for instructions. As you develop in the position, we want you to become someone who can recognize what needs to be done, solve problems, improve processes, support the team, and take ownership of your responsibilities.
Our goal is to develop someone who can progress from learning the processes, mastering the processes, helping others, driving results, and becoming a leader within the organization.
Growth Opportunity
This position has the potential to grow as Kingdom Minded Builders Financial grows.
The Baseshop Coordinator (Insurance Office Administrator) will have the opportunity to develop professional skills in: Insurance Operations, Policy Management, Licensing Business Administration, Leadership Support, Agent Development, Event Coordination, and Project Management.
Candidates who demonstrate strong performance, reliability, leadership ability, and commitment may have opportunities to take on increased responsibilities as the organization expands.
This Position May Be a Great Fit If You:
Enjoy keeping people and processes organized, like helping others succeed, are comfortable following up until tasks are completed, want to learn the financial services and insurance industry, are willing to obtain your state insurance license, and want an opportunity where your responsibilities can grow as the organization grows. If you're looking for more than an administrative job and want an opportunity to learn insurance operations, develop professionally, and become an important part of a growing organization, we encourage you to apply.
To Apply
Submit your resume along with a brief statement answering:
“Why do you believe you would be a strong fit for the Baseshop Coordinator (Insurance Office Administrator) position at Kingdom Minded Builders Financial?”
Pay: From $1,000.00 per month
Work Location: Hybrid remote in Waldorf, MD 20602
