What are the responsibilities and job description for the Contracting Specialist position at Amerilife Group, LLC?
Our Company
Explore how you can contribute at AmeriLife.
For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
Our organization is committed to ensuring contracting standards, efficient processing and ongoing creative problem solving to maintain the highest quality contracting experience.The Contracting Support Specialists role handles agent outreach to provide support through the contracting process by working within our systems and following established process and procedures, as well as consistently maintain agent records on an ongoing basis.
Job Description
Essential Job Duties/Functions:
- Assist with answering emails that come in daily to the inbox
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Supporting the contracting team in agent outreach
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Outreach to obtain needed/missing documents
- Insurance license(s)
- E&O certificates
- Release documents
- Missing certifications
- Corrected/missing forms
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Outreach to obtain needed/missing documents
- Outreach to carriers for contract statuses
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Work exception reports (biweekly)
- Build agent contracts
- Hierarchy updates
- Assist with database audits/clean ups
- Assist with contracting cases
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Keep our drive up to date
- Yearly commission agreements
- Update contracting protocols
- Update contracting/certification/release guides
- Support short term operational actives as assigned
This job description is neither exhaustive nor exclusive and may be reviewed in the future depending upon operational requirements and staffing levels.
Skills:
- Motivation to learn quickly and retain information
- Positive approach to taking initiative and problem solving
- Excellent verbal and written communication skills
- Close attention to detail
- Proficient in the use of computer and programs, Excel and Adobe Acrobat DC
- Maintain confidentiality and protect PII
- Excellent organizational and time management skills
- Set goals and objectives; prioritize and plan work activities
- Interact professionally with agents, carriers and other employees
Job Qualifications:
- High School Diploma/GED
- Associate or bachelor’s degree preferred
- 1 years health insurance and contracting knowledge helpful but not required
- 2-3 years proficiency using computer and Windows PC applications, including strong keyboard and navigation skills and the ability to learn new computer programs
- Proficient in excel and able to create pivot tables and v-look ups
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The physical demands required while performing the duties of this job include:
- Required to use fingers/hands for computer work, finger dexterity required, and use arms
- Required to sit for approximately 6-8 hours per day
- Required to regularly talk or hear
- Specific vision abilities required for this job include close vision, distance vision, ability to adjust or focus.
