Contracting Specialist

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Job description

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

• Problem Solving: Identifies and resolves problems in a timely manner; works well in group problem-solving situations.
• Customer Service: Manages difficult or emotional customer situations; responds promptly to customer needs; serves as an example of excellent customer service.
• Interpersonal Skills: Focuses on solving conflict without blaming; listens to others without interrupting; remains open to others' ideas and tries new things.
• Written Communication: Edits email and written work for spelling and grammar; explains situations in detail, including expected results and next steps; helps train the team to improve written communication.
• Teamwork: Balances team and individual responsibilities; gives and welcomes feedback; contributes to building a positive team spirit; puts the success of the team above personal interests; supports everyone's efforts to succeed.
• Planning/Organizing: Prioritizes and plans work activities; uses time efficiently; organizes or schedules other people and their tasks.
• Professionalism: Treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions.
• Attendance/Punctuality: Consistently at work and on time; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time.
• Dependability: Follows instructions, responds to management direction; takes responsibility for own actions; commits to long hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan.
• Initiative: Undertakes self-development activities; seeks increased responsibilities; asks for and offers help when needed.
• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to write simple correspondence and effectively present information in one-on-one and small group situations.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to deal with problems involving several concrete variables in standardized situations.
• Proficiency in Internet software, Excel Spreadsheet software, and Microsoft Word Processing software.
• Willingness to work flexible hours during peak times.
• Ability to pass background check and pre-hire drug screening.
• Ability to pass monthly OIG and SAM Exclusion List checks.

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, 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.

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