Contracting Specialist

Integrity•Harrisburg, PA

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. It works closely with agents, agency partners, sales teams, and internal departments to facilitate effective working relationships and compliance with regulatory guidelines.

Requirements

High school diploma or GED.
4–6 years of customer service or administrative experience.
Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook) and business platforms.
Strong computer competency and data-entry skills, with the ability to learn new software quickly.
Excellent written and verbal communication skills and ability to work independently and as part of a team.
Superior attention to detail, organizational skills, and time management.
Critical thinking, problem-solving, 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.
Insurance or financial services experience.

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.