Contracting Specialist I

Integrity Marketing Group•Harrisburg, PA

6d•Hybrid

About The Position

Responsible for processing new contracting paperwork for agents. Responsible for all agent support regarding contracting and contracting process. This role involves processing contracting paperwork with the applicable carrier through the carrier’s portal or preferred method of submission, following up on any outstanding issues, and providing customer service to agents via phone, email, and in person. The position also assists with processing New Business applications, keying application information into appropriate carrier websites, and potentially training new hires and cross-training current staff. Special projects and miscellaneous duties as assigned are also part of the role.

Requirements

High School Diploma or equivalent.
One-year customer service experience and/or data entry experience.
One-year experience with Microsoft Office.
Good communication skills, especially over the phone.
Good computer and typing skills.
Good customer service skills.
Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone.
Positive attitude and ability to work well with others.

Nice To Haves

Basic understanding of insurance and agent relationship is preferred.
Knowledge of New Business operations and procedures.

Responsibilities

Processing new contracting paperwork for agents.
Providing agent support regarding contracting and the contracting process.
Saving new contracts for processing to the Inbound Licensing Folder.
Scrubbing inbound contracts to ensure completeness and correctness.
Verifying necessary documentation is included and attached.
Verifying hierarchy is appointed and working with the upline if additional contracting is needed.
Processing contracting paperwork with the applicable carrier through the carrier’s portal or preferred method of submission.
Following up on any outstanding issues regarding the contracting.
Providing customer service to agents via phone, email and in person as necessary.
Creating Service Requests (SRs) as needed to track and handle agent issues.
Communicating with carriers to resolve agent issues.
Providing full circle customer service to verify agent issues are properly and thoroughly addressed.
Assisting with processing New Business applications as necessary.
Assisting with additional agent support as necessary.
Keying application information into appropriate carrier website.
Training new hires, temporary employees, and cross-training current staff as needed.
Assisting with special projects as needed.
Performing miscellaneous duties as assigned by manager and team leads.