Contracting Specialist

AmeriLife•Clearwater, FL

1d•Onsite

About The Position

AmeriLife is undergoing a significant transformation of its operational infrastructure to better serve its stakeholders. The Licensing Specialist is a crucial role in the licensing and contracting department, supporting the organization's ambitious roadmap. This position requires strong organizational skills and the ability to collaborate effectively with insurance carrier representatives, internal operations teams, and key stakeholders.

Requirements

High School Diploma required.
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

Bachelor’s degree preferred.
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.
Ensure commission and hierarchy levels match contracts for agents, agencies, and carriers.
Communicate effectively 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.
Fulfill Agent Release Requests as needed.
Perform other duties as assigned.