Contracting Assistant

Job Title: Contracting Assistant

Business Unit: Western Asset Protection

Location: Phoenix, AZ

About WAP

Western Asset Protection is a leading field marketing organization and professional brokerage firm headquartered in Phoenix, Arizona. They provide thousands of independent insurance professionals access to a portfolio of strong Medicare Supplement and Medicare Advantage products, proprietary software platforms, expert business strategies and acclaimed training nationwide. Their strategic partnerships with national health plans empower their team to better serve agents and improve distribution channels.

Job Summary

As a Contracting Assistant, you will assist the agents as they contract with various health insurance carriers. You will become an expert in contract processing procedures and activities related to contract requests and proposals. You will be responsible for managing electronic documents and ensuring their accurate and timely filing. You will also work closely with agencies and agents, the sales team, and other internal departments to ensure effective working relationships.

As insurance is such a unique field, we do not expect you to have prior knowledge. It is imperative to the success of this position, however, that you have the ability to learn quickly. Critical thinking and problem solving are also necessary skills for this position as you will be faced with complicated problems. We will, however, always be there when you have a question.

A large part of this position is data entry, so you must be incredibly detail-oriented and organized. We pride ourselves on the accuracy of our data.

Primary Responsibilities:

• Submit and distribute contracting links

• Email management

• Utilize electronic filing systems to input, update, and retrieve documents as needed

• Maintain integrity of CRM data

• Data auditing

• Complete Ready to Sell reports

• Follow and ensure confidentiality regulations and compliance guidelines (e.g., PHI; HIPAA)

Primary Skills & Requirements:

• Insurance experience preferred

• High School Diploma

• Data Entry Experience

• Strong computer competency

• Critical thinking and problem-solving

• Willingness to learn, teachability

• Ability to learn quickly

• Data Entry skills

• Eagerness to understand the world of Health and Life Insurance

• Time management, able to meet deadlines

• Prioritization

• Ability to work independently with little supervision

• Teamwork

• Interpersonal skills (for working with agents and agency partners)

• Organization

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.