Contracting Specialist

AmeriLife•Clearwater, FL

23h

About The Position

AmeriLife’s strength is its mission: to offer insurance and retirement solutions to help people live longer, healthier lives. By putting its mission into practice, AmeriLife has become recognized as a national leader in developing, marketing, and distributing life and health insurance, annuities and retirement planning solutions to enhance the lives of pre-retirees and retirees. For more than 50 years, AmeriLife has partnered with the nation’s leading insurance carriers to provide value and quality to customers served through a national distribution network of over 200,000 insurance agents and advisors, over 50 marketing organizations, and nearly 50 insurance agency locations. AmeriLife is in the midst of an exciting and significant transformation of its operational infrastructure to better serve the evolving needs of its stakeholders across the country. As such, we’re looking for a Licensing Specialist to help us continue pushing our ambitious roadmap forward. The Licensing Specialist is a key contributor to the success of the licensing and contracting area and the business they support throughout the organization. This person must be well organized, able to work with various insurance carrier representatives as well as partner with internal operations and key stakeholders simultaneously.

Requirements

High School Diploma required; Bachelor’s degree preferred
Self-starter with ability to learn quickly
Highly skilled in attention to detail
Excellent organizational, communication and time management skills
Positive approach to taking initiative and creative problem solving
Proficient user of Microsoft Office Suite or similar (Excel, Word, PowerPoint)

Nice To Haves

Financial Services industry experienced preferred

Responsibilities

Process contracts for licensed insurance professionals
Conduct agent or marketer outreach to resolve licensing and contracting open issues
Monitor exception reports, research solutions and address exceptions as needed
Ensure commission and hierarchy levels match contracts for agents, agencies, and carriers
Effectively communicate with internal and external stakeholders to ensure agency and affiliate satisfaction
Integrate new agency and affiliate partners through onboarding intake calls, required paperwork processing, and associated processes
Assist with direct agent onboarding
Perform duties within required service level agreement terms and performance requirements including timeliness, productivity and quality
Utilize established performance management systems and processes
Solve Salesforce cases as assigned
Actively participate in team planning and process improvement activities
Engage Carriers and External Partners to efficiently resolve licensing issues
Fulfil Agent Release Requests as needed
Other duties as assigned