Contracting Resolution Specialist

Integrity; Phoenix (AZ); On-site; USD 45,000 - 60,000; Full time

Job summary

Western Asset Protection in Phoenix, AZ is seeking a Contracting Resolution Specialist to review and process agent and agency contracts for certification. You will handle hierarchy transfers, state appointments, licensing changes, and related contracting requests, while supporting CRM data integrity.

Ideal candidates have a high school diploma, familiarity with the insurance industry, strong typing speed, and proficiency with Microsoft Office, Adobe, CRM platforms, and Slack.

Qualifications

• High school diploma or equivalent required.
• Insurance industry or related experience a plus.
• Proficient typing skills with speed and accuracy.
• Strong computer skills: Microsoft Suite, Adobe, and internet business apps.

Responsibilities

• Respond to inbound/outbound calls to Contracting Department.
• Process contracts including hierarchy transfers and licensing changes.
• Send contract links and host agency meetings with new agencies.
• Audit CRM data for accuracy and support onboarding of new agencies.
• Train new hires and assist in senior specialist tasks as needed.

Skills

Typing speed

CRM skills

Microsoft Suite

Attention to detail

Slack familiarity

Independent worker

Education

High school diploma

Tools

CRM system

Slack

Microsoft Office

Adobe

Job description

**Job Title: Contracting Resolution Specialist****Business Unit: Western Asset Protection****Location: Phoenix, AZ****About WAP**Are you ready to up your game? Do you want to share your unique talents with the insurance industry and world? At Western Asset Protection, we are a leader in a growing insurance industry that impacts the lives of millions. If you would love to be part of creating championship level experiences for customers and teammates alike, we are looking to draft talent like you! And we have a unique ownership model that gives you skin in the game!**Job Summary**The Contracting Resolution Specialist reviews and processes agent and agency contracts for certification. Processes hierarchy changes, manages agent and agency agreements, and processes special requests related to contracting.**Primary Responsibilities:*** Respond to inbound and outbound calls to the Contracting Department.* Address contracting tickets.* Process contracts, including hierarchy transfers, state appointments, principal changes, and licensing.* Second in queue for incoming calls to the Contracting Department.* Ready to sell CRM update.* Back-up Contract Assistants as needed.* Send out online contract links to agents and agencies.* Monitor and manage new agency onboarding/relationships with new agencies including but not limited to: + Create and send out override agreement. + Send out agency contract links. + Host agency meetings* Assist Senior Specialist with large agency onboarding.* First in queue to address internal channel/contract issues.* Perform audits/reconciliations to ensure CRM data accuracy.* Train new hires to Contract Specialists and/or Contract Assistant seat on duties.* Life contracting management. **Primary Skills & Requirements:*** High school diploma or equivalent required.* Insurance industry or related experience is a plus* Proficient typing skills with a focus on speed and accuracy* Must have proficient computer skills within the following applications: Microsoft Suite, Adobe and internet business applications.* Attention to detail to ensure accuracy in documentation and record keeping.* Proficient computer skills, including familiarity with platforms such as Internal CRM and Slack* Ability to work independently and collaborate in a team environment.