Contracting Specialist

Gradient Financial Group; Topeka (KS); Hybrid; USD 52,000 - 70,000; Full time

Benefits offered by this job

4 weeks PTO

9 paid holidays

Health, dental, vision, life insurance

401(k)

Volunteer time off (VTO)

Hybrid office schedule (4 days in, 1 W

Professional development

Job summary

Gradient Financial Group is hiring a Contracting Specialist to streamline the contracting process for Financial Services Professionals. You will handle licenses, E&O, direct deposit details, and address changes, ensuring timely contract execution and clear internal communications.

The ideal candidate will bring attention to detail, organizational skills, and the ability to navigate multiple priorities while delivering accurate, timely results in a collaborative environment.

Qualifications

• Strong attention to detail and accuracy in reviewing information.
• Ability to manage multiple priorities and meet deadlines.
• Effective written and verbal communication with internal and external stakeholders.
• Ability to work independently while collaborating in a team.
• Willingness to adapt to changing priorities and processes.
• Commitment to professional development and compliance requirements.

Responsibilities

• Contract Gradient FSPs with annuity and life insurance carriers.
• Manage the full contracting process, including licenses and E&O insurance.
• Provide contract status updates to internal customers.
• Send contracts within defined timelines.
• Respond to stakeholder inquiries per SLAs.
• Learn carrier/state requirements and escalate questions as needed.
• Perform other duties as assigned.

Skills

Attention to detail

Multitasking

Written and verbal communication

Independent worker

Team collaboration

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/