Demo

Contracting Specialist

INDEPENDENT ADMINISTRATIVE SERVICES, LLC
Clearwater, FL Full Time
POSTED ON 1/31/2025
AVAILABLE BEFORE 3/30/2025

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

Job Description

Essential Duties and Responsibilities:

  • Enter agent information into contracting system
  • Conduct outreach to resolve licensing or contracting open issues
  • Monitor exception reports, research solutions and address exceptions as needed
  • Ensure commission and hierarchy levels match contracts for agents, agencies, and carriers
  • Communicate with internal account management team 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
  • 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
  • Other duties as assigned

Qualifications:

Minimum Job Requirements

  • High School Diploma required
  • Proficient user of Microsoft Office Suite or similar (Excel, Word, PowerPoint)
  • Financial Services industry experienced preferred

Knowledge, Skills, and Abilities

  • Self-starter with ability to learn quickly
  • Highly skilled in attention to detail
  • Excellent organizational and time management skills
  • Positive approach to taking initiative and creative problem solving

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