Contracting Specialist

Gradient Financial Group; Arden Hills (MN); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

PTO 4 weeks

9 paid holidays

401(k)

Hybird work schedule

Volunteer time off

Job summary

Gradient Financial Group is seeking a Contracting Specialist to manage the contracting process for existing Financial Services Professionals (FSPs) with life and annuity carriers. You will handle licenses, E&O coverage, direct deposit, and address changes, while keeping stakeholders informed and adhering to service level agreements.

You will collaborate with teams across Gradient, building carrier-specific knowledge and ensuring timely contract completion.

Qualifications

• High School Diploma or GED required.
• Experience in annuity or life insurance preferred.
• Strong attention to detail and accuracy.
• Ability to manage multiple priorities and meet deadlines.
• Effective written and oral communication with stakeholders.
• Ability to work independently and in a team.
• Open to multiple perspectives across Gradient companies.
• Competitive compensation and comprehensive benefits.
• 4 weeks of PTO plus 9 paid holidays.
• Medical, dental, vision, life insurance, and 401(k).
• 8 hours of paid volunteer time off (VTO).
• Hybrid work: in-office four days, one remote day.
• Ongoing professional development and training.
• A collaborative team that values expertise and initiative.

Responsibilities

• Contract Gradient FSPs with annuity and life carriers.
• Manage full contracting process: licenses, E&O, direct deposit, and addresses.
• Provide up-to-date contract status to internal customers via CL status.
• Send contracts within timelines.
• Respond to internal/external emails with SLA adherence.
• Learn carrier/state requirements; escalate to Senior Contracting Specialist as needed.
• Perform other duties as assigned.

Skills

Detail-oriented

Multitasking

Written & verbal communication

Independent worker

Team collaboration

Process adherence

Education

High School Diploma or GED

Job description

Are you detail-driven, organized, and energized by keeping things moving? If you enjoy building relationships, solving problems, and being the person who gets Financial Services Professionals ready to do business, this could be a great fit.

Gradient Financial Group is a financial services organization with twelve specialized entities, including Gradient Insurance Brokerage, which provides life and annuity solutions to Financial Services Professionals. As a Contracting Specialist, you'll handle the contracting process for existing Gradient FSPs with annuity and life insurance carriers, including insurance licenses, E&O insurance, direct deposit information, and address changes.

What You'll Do

• Contract existing Gradient Financial Services Professionals (FSPs) with annuity and life insurance carriers
• Manage the full contracting process, including insurance licenses, E&O insurance, direct deposit information, and address changes
• Provide up-to-date contract status to internal customers through CL status
• Send contracts out within the timelines given
• Answer internal and external stakeholders' emails with questions and concerns, in accordance with published service level agreements
• Develop a working understanding of individual carrier and state requirements, and elevate questions to the Senior Contracting Specialist as needed
• Perform other duties as assigned

What You Bring

• High School Diploma or GED – Required
• Prior experience in the annuity and/or life insurance industry – Preferred
• Strong attention to detail and the ability to review work for accuracy
• Ability to manage multiple priorities, meet close deadlines, and adjust to changing priorities
• Ability to communicate effectively, both orally and in writing, with internal and external stakeholders
• Ability to work independently and collaborate in a team environment
• Willingness to consider multiple perspectives, including those of Financial Services Professionals and other Gradient companies
• Competitive compensation and comprehensive benefits
• 4 weeks of accrued PTO, plus 9 paid holidays
• Medical, dental, vision, life insurance, and 401(k)
• 8 hours of paid volunteer time off (VTO)
• Ability to work in-office four days per week with one remote workday
• Ongoing professional development and training
• A collaborative team that values expertise, initiative, and growth

Why You'll Love Working Here

At Gradient, we set high expectations, but we back them with support, collaboration, and opportunities to grow. If you're positive, driven, and enjoy working alongside motivated teammates, you'll feel right at home. https://www.careers.gradientfinancialgroup.com/