Contracting Resolution Specialist

Integrity Marketing Group; Scottsdale (AZ); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation package

Job summary

Integrity Marketing Group is seeking a Contracting Resolution Specialist in Phoenix, AZ. The role focuses on reviewing and processing agent and agency contracts for certification, handling hierarchy changes, and managing contracting requests.

Responsibilities include responding to calls, processing contracts, onboarding new agencies, and auditing CRM data. The position supports the Contracting Department and may back up the Contract Assistants as needed.

Qualifications

• High school diploma or equivalent.
• Insurance industry experience is a plus.
• Proficient typing with speed and accuracy.
• Proficient with Microsoft Suite, Adobe and internet applications.
• Attention to detail in documentation and record keeping.
• Ability to work independently and in a team environment.

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.
• Send out online contract links to agents and agencies.
• Monitor and manage new agency onboarding and relationships.
• Audit CRM data for accuracy.
• Train new hires to Contract Specialists and Contract Assistant duties.

Skills

Typing speed

Attention to detail

Microsoft Suite

Adobe

CRM familiarity

Independent work

Education

High school diploma or equivalent

Tools

Slack

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.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health, and wealth insurance products. With a strong Insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career.

• Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com. Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career.

• Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com. Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Please note that all official communications from Integrity will come from @integrity.com or Workday domains.

Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith.