Contracting & Agent Support Specialist II

Integrity; Blue Springs (MO); On-site; USD 40,000 - 60,000; Full time

Job summary

Integrity in Blue Springs, MO is seeking a Contracting Specialist I to support agents and agency partners in contracting with health, life, and annuity carriers. The role focuses on processing paperwork, licensing, appointments, and electronic filing while ensuring data accuracy across CRM systems.

The ideal candidate has a high school diploma or GED, 4–6 years of customer service or admin experience, and proficiency in Microsoft Office plus SureLC and AgencyBloc.

Qualifications

• High School Diploma or GED required; Associate’s or Bachelor's degree preferred.
• 4–6 years of customer service or administrative experience; insurance or financial services experience preferred.
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook) and business platforms (e.g., SureLC, AgencyBloc).
• Strong written and verbal communication skills; ability to work independently and as part of a team.

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 with sales, new business, and commission teams to ensure efficient business operations.
• Prepare and sort contracting documents, enter data into databases, and manage internal files.
• Complete Ready to Sell reports and maintain records of agent licenses, contracts, and state appointments.
• Perform other duties as assigned.

Skills

Customer service

Communication

Data entry

Time management

Attention to detail

Problem solving

Confidentiality

Learning new software

Teamwork

Education

High School Diploma or GED

Associate's or Bachelor's degree

Tools

SureLC

AgencyBloc

Microsoft Office

Job description

Integrity in Blue Springs, MO is seeking a Contracting Specialist I to support agents and agency partners in contracting with health, life, and annuity carriers. The role focuses on processing paperwork, licensing, appointments, and electronic filing while ensuring data accuracy across CRM systems.

The ideal candidate has a high school diploma or GED, 4–6 years of customer service or admin experience, and proficiency in Microsoft Office plus SureLC and AgencyBloc.