Contracting and Onboarding Specialist
About The Position
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. 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.
Requirements
- High School diploma or equivalent required
- 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
Nice To Haves
- Previous administrative, customer service, or insurance-related experience is a plus, but not required
- 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
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
Benefits
- competitive compensation package
- benefits that make work more fun and give you and your family peace of mind
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
