Contracting & Appointment Specialist

Assurity Group; Lincoln (NE); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Assurity is seeking a Contracting & Appointment Specialist in Lincoln, NE. This full-time role handles agent contracts, appointment processing, and compliance with regulations. The position blends in-office and remote work with a hybrid schedule.

You will review paperwork, notify recruiters of missing items, and coordinate with other departments to ensure accurate pay and policy administration. Strong communication, attention to detail, and the ability to manage multiple tasks are essential.

Qualifications

• Two to five years of office experience.
• Ability to type 40 words per minute.
• Professional oral and written communication skills.
• Consistent and reliable attendance is an essential function to this position.
• Problem-solving skills, analytical thinking, and decision-making ability.
• Execute tasks with detail and accuracy.
• Work independently with a minimal amount of supervision.
• Ability to prioritize and organize multiple tasks and deadlines.
• Talent required in values, work intensity, achiever, positivity, resourcefulness, command, relationship, and exactness.

Responsibilities

• Process new agent contracts and appointments according to procedures.
• Provide internal and external customer service regarding appointments and contracting.
• Assist with team functions, special projects, and participate in committees.

Skills

Typing 40 wpm

Professional communication

Attention to detail

Problem solving

Independent worker

Time management

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Contracting & Appointment Specialist

Full Time Lincoln, NE, US

3 days ago Requisition ID: 1452

Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place.

Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers

ESSENTIAL FUNCTIONS

55% Processes new agent contracts and appointments, which includes:

• 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 to pay commissions correctly;
• Processing appointments according to procedures of 50 jurisdictions; and
• Working with other departments on correct coding to policy applications.

40% Provides customer service internally and externally regarding appointments and contracting, which includes:

• 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; and
• Researching and resolving problems.

5% Performs other functions, which includes:

• 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; and
• Serving as a member of various committees and implementation teams.

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

EXPERIENCE AND SKILL REQUIREMENTS

• Two to five years of office experience.
• Ability to type 40 words per minute.
• Professional oral and written communication skills.
• Consistent and reliable attendance is an essential function to this position.
• Problem-solving skills, analytical thinking, and decision-making ability.
• Execute tasks with detail and accuracy.
• Work independently with a minimal amount of supervision.
• Ability to prioritize and organize multiple tasks and deadlines.
• Talent required in values, work intensity, achiever, positivity, resourcefulness, command, relationship, and exactness.

PHYSICAL AND WORK SCHEDULE REQUIREMENTS

• Ability to work 40 hours within flex-time guidelines required.
• Some overtime may be required to complete job functions.
• Hybrid position based in Lincoln, NE. Requires three days per week onsite and provides a hybrid schedule with two remote workdays, if desired.