Contracting Specialist

Integrity Marketing Group•Harrisburg, PA

5d•Hybrid

About The Position

The Contracting Specialist I is responsible for processing new contracting paperwork for agents. Responsible for all agent support regarding contracting and contracting process. This is a hybrid role requiring 3 days in office.

Requirements

High School Diploma or equivalent.
Basic understanding of insurance and agent relationship is preferred.
Knowledge of New Business operations and procedures.
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.

Responsibilities

Processing contracting.
Save new contracts for processing to the Inbound Licensing Folder.
Scrub inbound contracts to ensure each is complete and correct.
Verify necessary documentation is included and attached.
Verify hierarchy is appointed and works with the upline if additional contracting is needed.
Process contracting paperwork with the applicable carrier through the carrier’s portal or preferred method of submission.
Follow up on any outstanding issues if applicable regarding the contracting.
Agent support.
Provide customer service to agents via phone, email and in person as necessary.
Create Service Requests (SRs) as needed to track and handle agent issues.
Communicate with carriers to resolve agent issues.
Provide full circle customer service to verify agent issues are properly and thoroughly addressed.
Various cross-training assignments.
Assist with processing New Business applications as necessary.
Assist with additional agent support as necessary.
Key application information into appropriate carrier website.
Training new hires, temporary employees, and cross-training current staff as needed.
Special projects as needed.
Miscellaneous duties as assigned by manager and team leads.