Contracting Specialist

Integrity•Harrisburg, PA

7d•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.
Saving new contracts for processing to the Inbound Licensing Folder.
Scrubbing inbound contracts to ensure each is complete and correct.
Verifying necessary documentation is included and attached.
Verifying hierarchy is appointed and works with the upline if additional contracting is needed.
Processing contracting paperwork with the applicable carrier through the carrier’s portal or preferred method of submission.
Following up on any outstanding issues if applicable regarding the contracting.
Agent support.
Providing customer service to agents via phone, email and in person as necessary.
Creating Service Requests (SRs) as needed to track and handle agent issues.
Communicating with carriers to resolve agent issues.
Providing full circle customer service to verify agent issues are properly and thoroughly addressed.
Various cross-training assignments.
Assisting with processing New Business applications as necessary.
Assisting with additional agent support as necessary.
Entering 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.