Contracting Specialist (Insurance)

Integrity•Saint Albans, WV

6d•Onsite

About The Position

The Contracting Specialist I supports agents and agencies as they contract with health, life, and annuity insurance carriers. The role manages electronic documents, ensures accurate and timely filing, and maintains data integrity across CRM and proprietary systems. The specialist works with agents, agency partners, sales teams, and internal departments to facilitate effective working relationships and ensure compliance with regulatory guidelines. Agent Pipeline is a West Virginia-based insurance marketing organization founded in 1988 and an Integrity company. It distributes life and health insurance products, including Medicare Advantage, Medicare Supplement, individual health plans, Prescription Drug Plans, and Final Expense products. The position is based in St. Albans, West Virginia. Integrity describes its workplace as a family-like environment and highlights professional opportunities, a people-first culture, and a competitive compensation package with benefits. Integrity is an Equal Opportunity employer and provides reasonable accommodations for qualified individuals with disabilities.

Requirements

High school diploma or GED required.
4–6 years of customer service or administrative experience.
Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
Strong computer competency and data-entry skills, with the ability to learn new software quickly.
Excellent written and verbal communication skills.
Ability to work independently and as part of a team.
Superior attention to detail, organizational skills, and time management.
Critical thinking, problem-solving ability, and initiative in a fast-paced environment.
Ability to maintain confidentiality and adhere to company policies and compliance standards.

Nice To Haves

Associate’s or bachelor’s degree preferred.
Insurance or financial services experience preferred.
Experience with business platforms such as SureLC or AgencyBloc.

Responsibilities

Process agent and agency contracting paperwork with insurance carriers, including licensing, appointments, and beneficiary enrollments.
Submit and distribute contracting links; manage email communications and electronic filing systems.
Maintain and audit CRM data, ensuring accuracy and confidentiality, including PHI and HIPAA compliance.
Track contract status, follow up with carriers and agents, and resolve inconsistencies or missing data.
Provide agent support by phone and email; answer questions and educate partners on contracting guidelines and processes.
Train new hires and temporary employees, and cross-train current staff as needed.
Coordinate with sales, new business, and commission teams to support efficient business operations.
Prepare and sort contracting documents, enter data into databases, and manage internal files.
Complete Ready to Sell reports and maintain records of agent licenses, contracts, and state appointments.
Perform other duties as assigned.