Contracting and Onboarding Specialist

About the role

Garity Advantage Agency is a fast-paced, growing insurance marketing organization conveniently located off Route 3 on the Norwell/Rockland border. We are seeking a collaborative, detail-oriented professional to join our team and help elevate our Customer Service function as we continue to scale. Position Overview The Contracting & Onboarding Specialist is an exciting entry-level opportunity at Garity Advantage. This role plays a key part in supporting agents through the contracting, certification, and onboarding processes. Working closely with internal sales teams, healthcare carriers, and agents, this individual ensures a smooth and successful onboarding experience from introduction through first sale. The ideal candidate is highly organized, adaptable, customer-focused, and thrives in a dynamic, fast-paced environment.

Responsibilities

• Assist agents with questions related to contracting and certification processes
• Proactively reach out to agents regarding contract status and provide support to ensure completion
• Maintain carrier-specific contracting and certification procedures
• Update and manage agent records in the CRM system
• Track submitted contracts and troubleshoot issues as needed
• Review and update carrier contracting and certification reports
• Support the Sales team with onboarding new agents and agencies
• Identify opportunities to improve processes for growth and scalability
• Guide agents from initial onboarding through their first successful sale
• Core Competencies
• Strong organizational skills and exceptional attention to detail
• Excellent written and verbal communication skills
• Commitment to delivering high-level, "white glove" customer service
• Positive, professional, and customer-focused attitude
• Self-motivated with a proactive approach to problem-solving
• Ability to manage multiple priorities in a fast-paced environment
• Strong team player with a collaborative mindset
• Willingness and ability to learn new systems and tools quickly
• Comfortable using Microsoft Office (Excel, Word, Outlook), internet-based systems, and CRM platforms (e.g., SmartOffice)
• Ability to travel to agent and company events as needed

Requirements

• High School diploma or equivalent required
• Previous administrative, customer service, or insurance-related experience is a plus, but not required
• Job Details
• Job Type: Full-time
• Location: Norwell/Rockland, MA area
• About Integrity

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