Agent Contracting Specialist — CRM & Coordination

Integrity; Parsippany-Troy Hills (NJ); On-site; USD 45,000 - 65,000; Full time

Job summary

Integrity is a leading independent distributor of life, health and wealth insurance products with a strong insurtech focus. The Contracting Specialist role handles agent contracting paperwork, supports the contracting process, and ensures timely updates to the CRM.

This position emphasizes teamwork, accuracy, and superior service to agents and business clients. Based in Parsippany, NJ, it offers an in-office environment supporting a nationwide network of agents.

Qualifications

• High school diploma or equivalent.
• Insurance industry experience preferred, but not required.
• Excellent telephone, oral and written communication skills.
• Highly organized with superior attention to details.
• Proven to be dependable, independent worker and self-motivator.
• Ability to multitask in a fast-paced environment.
• Proficient with Microsoft Office products and Windows-based applications.
• Ensure excellent service is rendered to business clients, agents, and insurance representatives.
• Ability to manage tasks and meet deadlines while aligning goals and timelines.
• Team player who supports company goals and colleagues.

Responsibilities

• Process agent contracting requests.
• Verify all contracts, supporting documentation, incomplete contracts, and agent releases are received.
• Communicate with agents on escalated or incomplete contracting issues.
• Obtain agent releases as needed.
• Provide status updates to agents once contracting is completed and approved.
• Build sustainable relationships of trust through open and interactive communication with team members.
• Make necessary updates in the company’s CRM regarding agent changes.

Skills

Attention to detail

Oral communication

Written communication

Multitasking

Independent worker

Team player

Time management

Education

High school diploma

Tools

MS Office

Windows-based apps

Job description

Integrity is a leading independent distributor of life, health and wealth insurance products with a strong insurtech focus. The Contracting Specialist role handles agent contracting paperwork, supports the contracting process, and ensures timely updates to the CRM.

This position emphasizes teamwork, accuracy, and superior service to agents and business clients. Based in Parsippany, NJ, it offers an in-office environment supporting a nationwide network of agents.