What are the responsibilities and job description for the Contracting Specialist position at Integrity Marketing Group?
About Agent Pipeline
Agent Pipeline is a national insurance marketing organization focused on meeting agents where they are and taking them where they want to go. Whether you're new to the industry looking for product knowledge & training, an agent who is ready to grow & develop a team of agents, or a veteran looking for a succession plan : we are here to help you along the way.
Job Summary
The Contracting Support Specialist supports agents, agencies, carrier partners, and internal staff throughout the onboarding process. This role involves answering questions, offering assistance regarding contracting, status checks, and carrier portals, and ensuring a smooth onboarding experience for all stakeholders.
Primary Responsibilities
- Document and Process Contracts : Document incoming agent contracts and follow the appropriate workflow for the contracting process. Prepare contracts for submission by scrubbing and collecting missing information.
- Agent Communication : Reach out to agents to retrieve missing items necessary to complete the onboarding process. Send contracting links in a timely and accurate manner.
- Contract Processing : Process contracts through carrier portals and serve as a subject matter expert on agent contracting. Assist others as needed with contracting processes.
- Communication and Documentation : Maintain transparent communication through department meetings, one-on-one meetings, and appropriate email, IM, and regular interpersonal communication. Document discussions, messages, and actions taken to process requests.
- Task Management : Complete all assigned tasks accurately and within the time frame provided by leadership. Communicate with leadership if time frames cannot be met or tasks cannot be completed as assigned. Seek further training if needed to complete tasks.
- Customer Support : Provide outstanding customer support and embrace change by demonstrating the ability to learn, grow, and continuously improve.
Primary Skills & Requirements
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.
