Carrier Contracting Specialist

INSURICA INC•Oklahoma City, OK

12d•$70,000 - $90,000

About The Position

The Carrier Contracting Specialist manages carrier-code management and carrier contracting during mergers and acquisitions, and remediates the organization’s existing carrier-code inventory. The role owns these operational responsibilities throughout the M&A process and maintains carrier codes as future acquisitions continue to require dedicated ownership. The Specialist manages acquired-agency carrier onboarding after closing, including decisions about whether carrier codes should be combined, folded into an existing branch code, closed, or retained. The position also manages carrier portal access, banking-related information, user permissions, legacy-code cleanup, and transitions from aggregators to markets with direct appointments. It coordinates with Accounting, Operations, M&A, and branch leadership and helps prevent operational problems caused by inaccurate or poorly managed carrier codes. The role requires insurance operations knowledge, careful follow-through, independent ownership of cross-functional issues, and effective communication. The position is listed as full time in Oklahoma City, Oklahoma. Remote work opportunities vary by location, department, and business need and may change; managers provide details about telecommuting and scheduling.

Requirements

5–7 years of previous insurance industry operations experience preferred.
3–5 years of previous mergers, acquisitions, or system-conversion experience preferred.
3–5 years of previous carrier relationship, portal administration, or contracting experience in an insurance agency or brokerage environment preferred.
Strong working knowledge of agency back-office operations and carrier-agency terminology, including decisions about combining, folding in, or closing carrier codes.
Strong diligence and follow-through, with the ability to persist through carrier requirements and multi-step, cross-team processes.
Ability to work independently and take ownership of ambiguous, cross-functional problems without requiring every task to be assigned.
Ability to work in a remote location while coordinating closely with Operations, M&A, Accounting, and branch leadership.
Ability to work in a fast-paced environment with changing priorities; self-motivated, proactive, and self-directed in prioritizing work.
Regular and punctual attendance.
Effective verbal and written communication skills.
Strong interpersonal skills and ability to interact effectively with colleagues and managers at all levels.
Ability to promote a team environment and find accommodating solutions for customers, companies, and the agency.
Ability to adhere to company policies and procedures and maintain strict confidentiality.
Ability to perform approximately 90% sedentary work, exerting up to 10 pounds of force occasionally and negligible force frequently.
Ability to lift up to 20 pounds occasionally.
Ability to operate a computer workstation, including a keyboard and video display.

Nice To Haves

Bachelor’s degree in Business or another related discipline preferred.
Familiarity with carrier-specific access policies, including named users, producer-code-level logins, and email requirements.

Responsibilities

Manage the post-closing period for acquired agencies through full resolution, including work that continues for months after system conversion.
Determine whether acquired carrier codes should be combined, folded into an existing branch code, closed, or retained, considering existing carrier relationships, geographic or volume constraints, and download-activation timing.
Obtain and manage carrier portal administrator access, statements, logins, banking details, and appropriate user permissions for each code.
Navigate carrier-specific access requirements, including separate named users per producer code and restrictions on shared or corporate email addresses.
Resolve access gaps that prevent direct-bill and accounting staff from retrieving supporting statements.
Manage, through an outsource vendor, user access changes related to hires, departures, and terminations, including timely replacement of terminated employees’ access.
Continue and extend carrier-code collection and cleanup efforts through an outsource vendor, making agency-specific code decisions and reaching branches not yet fully covered.
Correct inactive codes, incorrect names, outdated addresses, and codes associated with incorrect tax IDs.
Coordinate with Accounting and branch operations leaders to collect and validate carrier-code information across branches.
Prevent downstream consequences of poor code management, including restricted product availability, misrouted service documents, delayed quoting and binding, and coverage gaps.
Manage transitions of carrier codes from aggregators to markets with direct appointments, coordinating carrier contracting, code changes, user access, and follow-up through completion.
Perform work relating to customers and companies in a manner that avoids potential errors and omissions issues.
Participate in seminars and other training to maintain required licenses and develop knowledge and skills.
Perform other duties as assigned to support essential functions and meet applicable performance objectives.