Contracting & Appointment Specialist

Assurity Life Insurance Company; Lincoln (NE); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Assurity Life Insurance Company in Lincoln, NE is seeking a Contracting & Appointment Specialist to process agent contracts and appointments, provide internal and external service, and support regulatory compliance. Hybrid work arrangement with three days onsite and two remote days.

The ideal candidate will have office experience, strong typing skills and excellent communication, with attention to detail and ability to manage multiple tasks in a fast-paced environment.

Qualifications

• Two to five years of office experience.
• Typing speed of 40 words per minute.
• Professional oral and written communication skills.
• Consistent and reliable attendance is essential.
• Strong problem solving, analytical thinking and decision-making abilities.
• Ability to execute tasks with detail and accuracy.
• Work independently with minimal supervision.
• Ability to prioritize and organize multiple tasks and deadlines.
• Values-driven, achiever mindset, positivity, resourcefulness and precision.

Responsibilities

• 55%: Processes new agent contracts and appointments, including completing paperwork, notifying agents, ordering background reports, and verifying regulatory compliance.
• Builds and maintains records and contracts; ensures correct payout through contract hierarchy setup; processes appointments per 50 jurisdictions; coordinates with other departments on coding to policy applications.
• 40%: Provides customer service regarding appointments and contracting, including notifying agents, requesting information, completing and mailing contracts, and answering status inquiries.
• Explains regulatory changes to producers and internal customers and resolves problems related to contracting procedures.
• 5%: Performs other functions such as supporting team events, assisting on special projects, and participating in committees.

Skills

Typing 40 wpm

Oral & written comm

Reliable attendance

Problem solving

Analytical thinking

Decision making

Detail-oriented

Independent work

Task prioritization

Values-driven

Achiever mindset

Positive attitude

Resourcefulness

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

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.