Carrier Contracting Specialist

INSURICA, Inc•Oklahoma City, OK

12d•$70,000 - $90,000

About The Position

The Carrier Contracting Specialist manages carrier-code administration and carrier contracting during mergers and acquisitions, and remediates the organization’s existing carrier-code inventory. The specialist owns these operational responsibilities throughout the M&A process and maintains them afterward as acquisitions continue to create a need for dedicated ownership. The role manages post-closing carrier onboarding and conversion through resolution, determines the appropriate disposition of acquired carrier codes, and secures portal access and banking information. It also leads legacy-code cleanup, coordinates carrier-code information across branches, and manages transitions from aggregators to markets with direct appointments. The position works closely with Operations, M&A, Accounting, branch leadership, carriers, and an outsource vendor. It is based at INSURICA Corporate in Oklahoma City, Oklahoma; remote-work opportunities vary according to location, department, and business need and may change.

Requirements

5–7 years of insurance industry operations experience preferred.
3–5 years of mergers, acquisitions, or system conversion experience preferred.
3–5 years of 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 when to combine, fold in, or close carrier codes.
Strong diligence and follow-through, including persistence through carrier requirements and multi-step, cross-team processes.
Ability to work independently and own ambiguous, cross-functional problems without needing every task assigned.
Ability to work in a fully 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-motivation, initiative, and ability to prioritize and work in a self-directed manner.
Regular and punctual attendance.
Effective verbal and written communication skills.
Interpersonal skills 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.
Physical requirements may be modified to reasonably accommodate physical or mental impairment.

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 after carrier notification through full resolution, including matters that continue for months after system conversion.
Determine whether each acquired carrier code should be combined, folded into an existing branch code, closed, or retained, accounting for existing INSURICA 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 portal access requirements, including named-user requirements 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, individual user access changes related to hires, departures, and terminations, including timely replacement of access associated with terminated employees.
Continue code-collection efforts through an outsource vendor, make carrier-agency-specific decisions about codes, and reach 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 operational 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 contracting, code changes, user access, and follow-up through completion.
Perform actions 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 the position’s essential functions.
Meet any specific annual performance objectives developed for the role.