The Contracting Specialist I supports agents and agencies in contracting with various health, life, and annuity insurance carriers, managing electronic documents and ensuring data integrity
Job Summary
The Contracting Specialist I supports agents and agencies in contracting with various health, life, and annuity insurance carriers, managing electronic documents and ensuring data integrity.
Key responsibilities include processing contracting paperwork, submitting and distributing links, maintaining and auditing CRM data, and providing agent support.
The company offers a competitive compensation package, including medical/dental/vision insurance, a 401(k) retirement plan, PTO, and other benefits.
Matching Summary
The Contracting Specialist I supports agents and agencies in contracting with various health, life, and annuity insurance carriers, managing electronic documents and ensuring data integrity.
Skills & Requirements
Must-have
Process agent and agency contracting
Manage electronic documents and filing
Maintain CRM data integrity
Provide agent support via phone and email
Adhere to company policies and compliance
Nice-to-have
Work in a rewarding and cutting edge environment
Accelerate career in hyper-growth company
Supportive and family-like work culture
Key Requirements
High School Diploma or GED required
4-6 years customer service or administrative experience
Proficient in Microsoft Office and business platforms
Strong computer competency and data entry skills
Excellent written and verbal communication skills
Superior attention to detail and organizational skills