Contracting Specialist I

POSITION PURPOSE

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Assumes responsibility for processing contracting.

• Save new contracts for processing to the Inbound Licensing Folder.
• Scrub inbound contracts to ensure each is complete and correct.
• Verify necessary documentation is included and attached.
• Verify hierarchy is appointed and works with the upline if additional contracting is needed.
• Process contracting paperwork with the applicable carrier through the carrier’s portal or preferred method of submission.
• Follow up on any outstanding issues if applicable regarding the contracting.

Assumes responsibility for agent support.

• Provide customer service to agents via phone, email and in person as necessary.
• Create Service Requests (SRs) as needed to track and handle agent issues.
• Communicate with carriers to resolve agent issues.
• Provide full circle customer service to verify agent issues are properly and thoroughly addressed.

Assumes responsibility for various cross-training assignments.

• Assist with processing New Business applications as necessary.
• Assist with additional agent support as necessary.
• Key application information into appropriate carrier website.

Assumes responsibility for training new hires, temporary employees, and cross-training current staff as needed. Assumes responsibility for special projects as needed. Assumes responsibility for miscellaneous duties as assigned by manager and team leads.

QUALIFICATIONS

EDUCATION/CERTIFICATION: High School Diploma or equivalent.

REQUIRED KNOWLEDGE:         

• Basic understanding of insurance and agent relationship is preferred.
• Knowledge of New Business operations and procedures.

EXPERIENCE REQUIRED:          

• One-year customer service experience and/or data entry experience.
• One-year experience with Microsoft Office.

SKILLS AND ABILITIES:               

• Good communication skills, especially over the phone.
• Good computer and typing skills.
• Good customer service skills.
• Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone.
• Positive attitude and ability to work well with others.

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.