Contracting Specialist

Contracting Specialist

Requirements

• High School Diploma required; Bachelor’s degree preferred
• Self-starter with ability to learn quickly
• Highly skilled in attention to detail
• Excellent organizational, communication and time management skills
• Positive approach to taking initiative and creative problem solving
• Proficient user of Microsoft Office Suite or similar (Excel, Word, PowerPoint)

Responsibilities

• Process contracts for licensed insurance professionals
• Conduct agent or marketer outreach to resolve licensing and contracting open issues
• Monitor exception reports, research solutions and address exceptions as needed
• Ensure commission and hierarchy levels match contracts for agents, agencies, and carriers
• Effectively communicate with internal and external stakeholders to ensure agency and affiliate satisfaction
• Integrate new agency and affiliate partners through onboarding intake calls, required paperwork processing, and associated processes
• Assist with direct agent onboarding
• Perform duties within required service level agreement terms and performance requirements including timeliness, productivity and quality
• Utilize established performance management systems and processes
• Solve Salesforce cases as assigned
• Actively participate in team planning and process improvement activities
• Engage Carriers and External Partners to efficiently resolve licensing issues
• Fulfil Agent Release Requests as needed
• Other duties as assigned

Preferred Qualifications

• Financial Services industry experienced preferred