Contracting Specialist I

Job description

Job Summary The Contracting Specialist I is responsible for supporting agents and agencies in contracting with various health, life, and annuity insurance carriers. This role manages electronic documents, ensures accurate and timely filing, and maintains data integrity across CRM and proprietary systems. The specialist works closely with agents, agency partners, sales teams, and internal departments to facilitate effective working relationships and ensure compliance with regulatory guidelines. Key Responsibilities: - Process agent and agency contracting paperwork with insurance carriers, including licensing, appointments, and beneficiary enrollments. - Submit and distribute contracting links; manage email communications and electronic filing systems. - Maintain and audit CRM data, ensuring accuracy and confidentiality (e.g., PHI, HIPAA compliance). - Track contract status, follow up with carriers and agents, and resolve inconsistencies or missing data. - Provide agent support and assistance via phone and email; answer questions and educate partners on contracting guidelines and processes. - Train new hires, temporary employees, and cross-train current staff as needed. - Coordinate...