Integrity · 1 day ago
Contracting Specialist
Ritter Insurance Marketing, an Integrity company, is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. The Contracting Specialist I is responsible for processing new contracting paperwork for agents and providing agent support throughout the contracting process.
AdvertisingDigital MarketingInsuranceMarketing
Responsibilities
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
Qualification
Required
High School Diploma or equivalent
One-year customer service experience and/or data entry experience
One-year experience with Microsoft Office
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
Preferred
Basic understanding of insurance and agent relationship
Knowledge of New Business operations and procedures
Benefits
Medical/Dental/Vision Insurance
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short-Term and Long-Term Disability
Company
Integrity
Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.
Funding
Current Stage
Late StageTotal Funding
$2.15BKey Investors
Silver Lake
2021-12-09Private Equity· $1.2B
2019-09-16Debt Financing· $945M
2019-08-28Private Equity
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