What are the responsibilities and job description for the Contracting Associate position at Level Four Group, LLC?
Our Team is growing, and we need you!
Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20 years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer:
The Contracting Associate works to secure and validate agent licenses, contracts and appointments. Responsible for gathering all necessary requirements to establish contractual relationships between agents and carriers.
Essential responsibilities and tasks of the Contracting Associate:
Required
Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20 years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer:
- Casual Work Environment
- Generous Paid Time Off
- Flexible Work Schedule
- Great Benefits
- And More…
The Contracting Associate works to secure and validate agent licenses, contracts and appointments. Responsible for gathering all necessary requirements to establish contractual relationships between agents and carriers.
Essential responsibilities and tasks of the Contracting Associate:
- Validating producer licenses
- Working with producers to complete carrier contracts
- Helping producers locate all AML and CE requirements needed for appointments
- Working with the carriers to complete appointments on a timely basis
- Documenting and communicating details of appointment once complete
- Responding to all requests for information from both Advisors and Carriers in a timely manner
- Additional duties as required
Required
- Proficiency in the Microsoft Office Suite of products
- Excellent oral and written communication skills
- Strong organizational skills and impeccable attention to detail
- Proactive and professional communication skills
- Strong organizational skills and impeccable attention to detail
- Proactive and professional communication skills
- Knowledge of Insurance Contracting processes
- Knowledge of Surance Bay
- Knowledge of Agency Integrator
