Contracting Specialist I

Responsibilities

• Process agent and agency contracting paperwork with insurance carriers, including licensing, appointments, and beneficiary enrollments.
• Submit and distribute contracting links; manage email communications and electronic filing systems.
• Maintain and audit CRM data, ensuring accuracy and confidentiality (e.g., PHI, HIPAA compliance).
• Track contract status, follow up with carriers and agents, and resolve inconsistencies or missing data.
• Provide agent support and assistance via phone and email; answer questions and educate partners on contracting guidelines and processes.
• Train new hires, temporary employees, and cross-train current staff as needed.
• Coordinate with sales, new business, and commission teams to ensure efficient business operations.
• Prepare and sort contracting documents, enter data into databases, and manage internal files.
• Complete Ready to Sell reports and maintain records of agent licenses, contracts, and state appointments.
• Perform other duties as assigned.

Requirements

• High School Diploma or GED required; Associate's or Bachelor's degree preferred.
• 4-6 years of customer service or administrative experience; insurance or financial services experience preferred.
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook) and business platforms (e.g., SureLC, AgencyBloc).
• Strong computer competency, data entry skills, and ability to learn new software quickly.
• Excellent written and verbal communication skills; ability to work independently and as part of a team.
• Superior attention to detail, organizational skills, and time management.
• Critical thinking, problem-solving, and initiative in a fast-paced environment.
• Ability to maintain confidentiality and adhere to company policies and compliance standards.
• About Integrity

Benefits

Additional Information

Job Summary The Contracting Specialist I is responsible for supporting agents and agencies in contracting with various health, life, and annuity insurance carriers. This role manages electronic documents, ensures accurate and timely filing, and maintains data integrity across CRM and proprietary systems. The specialist works closely with agents, agency partners, sales teams, and internal departments to facilitate effective working relationships and ensure compliance with regulatory guidelines.

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Company Intel

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