Contracting & Appointment Specialist

ESSENTIAL FUNCTIONS 55% Processes new agent contracts and appointments

• reviewing contracting and appointment paperwork for completeness;
• notifying agents and/or recruiters of missing paperwork;
• ordering and reviewing background reports;
• verifying compliance with federal and state regulations and company guidelines;
• building and maintaining records and contracts;
• reviewing hierarchy to ensure it is set up correctly in order to pay commissions correctly;
• processing appointments according to procedures of 50 jurisdictions;
• working with other departments on correct coding to policy applications.

• notifying agents and/or recruiters of pending requirements;
• communicating with producers to obtain additional information of a sensitive nature (bankruptcy documents, criminal information, etc.);
• completing and mailing contracts;
• responding to inquiries and requests on status and contracting procedures and guidelines;
• explaining regulatory changes to producers and internal customers;
• researching and resolving problems.

• assisting with and participating in team functions and events for the agent and new business administration department;
• assisting in special projects and other related duties as requested;
• serving as a member of various committees and implementation teams.

The list of essential functions is not exhaustive and may be substituted as necessary.

• Three to five years of office experience.
• Ability to type 40 words per minute.
• Professional oral and written communication skills.
• Problem-solving skills, analytical thinking, and decision-making ability.
• Execute tasks with detail and accuracy.
• Work independently with a minimum amount of supervision.
• Possess conflict management skills.
• Ability to prioritize and organize multiple tasks and deadlines.
• Talents in values, work intensity, achiever, positivity, relationship, resourcefulness, persuasion, command, relationship-extension, and exactness.

• Ability to work 40 hours within flex-time guidelines required.
• Some overtime may be required to complete job functions.