Insurance Contracting Specialist jobs in United States
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Compass Health Consultants · 6 days ago

Insurance Contracting Specialist

Compass Health Consultants is focused on managing insurance contracting processes, and they are seeking an Insurance Contracting Specialist to oversee the administrative contracting process for agents and agencies. This role involves ensuring compliance with carrier requirements and supporting the onboarding of agents into the organization's distribution network.

ConsultingHealth InsuranceInsuranceLife Insurance

Responsibilities

Process agent and agency contracting paperwork according to established templates and guidelines
Verify completeness and accuracy of all required documentation (licenses, E&O insurance, etc.)
Submit contracting to carriers and track status through completion
Assist agents/agencies with completing contract forms and required compliance documents
Ensure agents meet all state and carrier requirements prior to appointment
Update agent information in internal systems and carrier portals
Ensure all contracting activities comply with company policies, carrier requirements, and state/federal regulations
Monitor updates from carriers and implement necessary changes to contracting processes
Serve as a point of contact for agents/agencies regarding contracting status and documentation requirements
Collaborate with internal teams (licensing, commissions, sales support) to resolve issues promptly
Track and report on contracting timelines and agent onboarding progress
Maintain accurate agent and agency data for audits and regulatory reviews
Identify opportunities to streamline contracting workflows and reduce turnaround times
Recommend enhancements to documentation and tracking systems

Qualification

Insurance contractingAgent onboardingData management systemsMicrosoft OfficeInsurance licensingCustomer serviceAttention to detailOrganizational skillsCommunication skills

Required

High school diploma required
Strong attention to detail and organizational skills
Excellent communication and customer service abilities
Proficiency in Microsoft Office and data management systems
Knowledge of insurance licensing and carrier appointment requirements

Preferred

Associate or Bachelor's degree in Business Administration or related field preferred
1–2 years in insurance contracting, agent onboarding, or licensing preferred

Company

Compass Health Consultants

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Compass Health Consultants is a consulting firm that provides information on Medicare, health, life, and dental insurance products.

Funding

Current Stage
Growth Stage

Leadership Team

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Don Weinberg
Broker- Consultant- Partner- Group Specialist
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Ghaleb Zayed
Managing Partner
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Company data provided by crunchbase