Contract Manager, Producer Services

ASH Brokerage•Fort Wayne, IN

2d•Onsite

About The Position

The Producer Services Contract Manager is responsible for ensuring agents are correctly appointed under Ash Brokerage with the appropriate payment structure. This role involves coordinating and processing required licensing documentation for agent appointments with carriers and Ash Brokerage. The Contract Manager will be an integral part of an agent’s dedicated team, working alongside internal and external sales and case management. Ash Brokerage has been dedicated to impacting lives for over 50 years, driven by relationships and a service-centered culture. As part of the Integrity Marketing family, Ash Brokerage assists financial professionals in finding, understanding, and processing insurance and retirement solutions to protect clients. Integrity, as a leading insurtech distributor, focuses on helping people protect their life, health, and wealth.

Requirements

Bachelor’s degree with a major in business administration or related field, plus two to three years of related experience and/or training, or An equivalent combination of education and experience.
Strong PC skills (MS Office, Outlook, etc.) are required.
Detail-oriented and accurate.
Sense of urgency.
Quick learner / Coachable.
Effective communicator through all available channels: Phone, email, instant message, etc.
Strong customer service skills.
Ability to multi-task.

Nice To Haves

Prior experience using CRM software is a plus.

Responsibilities

Coordinate and prioritize the timely gathering and processing of required licensing documentation necessary for agents to be appointed at the carriers and contracted under Ash Brokerage.
Maintain ongoing knowledge of carrier appointment and contracting requirements.
Gain working knowledge of the software platforms Ash uses.
Build relationships with internal and external partners.
Be well-versed in all of Ash’s partner accounts and determine how an agent should be contracted by product line.
Work with carrier’s contacts for exceptions (i.e. agent declines, dating issues, etc.).
Be responsible for getting an agent set up with a carrier in order to write and be paid for insurance business.
Consult with advisors on best practices related to contracting and commission payouts (i.e. Agency commissions, licensing status, LLCs, and Corporations).