Contracting Specialist (Insurance)

Insurance Administrative Solutions, L.l.c.; Dallas (TX); On-site; USD 52,000 - 64,000; Full time

Benefits offered by this job

Medical/Dental/Vision Insurance

401(k) Retirement Plan

Paid Holidays

PTO

Life Insurance

Short-Term and Long-Term Disability

Job summary

A leading insurance distributor seeks a Contracting Specialist to support agents and manage contracting processes across various insurance carriers. Responsibilities include processing paperwork, maintaining CRM data, and providing agent support through effective communication. Ideal candidates will have 4-6 years of customer service or administrative experience and be proficient in Microsoft Office and business platforms. Comprehensive benefits are offered, including medical and retirement plans.

Qualifications

• Experience in customer service or administrative roles, ideally in insurance or financial services.
• Proficient in relevant software applications and business platforms.
• Strong verbal and written communication skills.

Responsibilities

• Process agent and agency contracting paperwork with insurance carriers.
• Maintain and audit CRM data, ensuring confidentiality and compliance.
• Provide agent support and manage email communications.
• Track contract status and resolve inconsistencies with carriers/agents.
• Provide agent support via phone and email; educate partners on contracting guidelines.
• Train new hires and cross-train staff as needed.
• Coordinate with sales, new business and commission teams for efficient operations.
• Prepare/enter contracting data and manage internal files.
• Maintain Ready to Sell reports and records of licenses and state appointments.

Skills

Customer service skills

Communication skills

Data entry skills

Critical thinking

Organizational skills

AgencyBloc

Communication

Attention to detail

Education

High School Diploma or GED

Associate’s or Bachelor’s degree

Tools

Microsoft Office

SureLC

AgencyBloc

Job description

Contracting Specialist (Insurance) page is loaded## Contracting Specialist (Insurance)locations: St Albans, WVtime type: Full timeposted on: Posted Yesterdayjob requisition id: JR3676**Contracting Specialist****Agent Pipeline****St Albans, WV****About Agent Pipeline**Founded in 1988, West Virginia-based Agent Pipeline, an Integrity company, is one of the most successful insurance marketing organizations (IMOs) in the United States, with vast network of proud employees and satisfied customers. Agent Pipeline distributes a comprehensive mix of life and health insurance products. Agent Pipeline is a recognized market leader in the Medicare Advantage, Medicare Supplement, individual health plans, Prescription Drug Plans, and Final Expense markets. Agent Pipeline is based in St. Albans, West Virginia.**Job Summary**The Contracting Specialist I is responsible for supporting agents and agencies in contracting with various health, life, and annuity insurance carriers. This role manages electronic documents, ensures accurate and timely filing, and maintains data integrity across CRM and proprietary systems. The specialist works closely with agents, agency partners, sales teams, and internal departments to facilitate effective working relationships and ensure compliance with regulatory guidelines.**Key Responsibilities*** Process agent and agency contracting paperwork with insurance carriers, including licensing, appointments, and beneficiary enrollments.* Submit and distribute contracting links; manage email communications and electronic filing systems.* Maintain and audit CRM data, ensuring accuracy and confidentiality (e.g., PHI, HIPAA compliance).* Track contract status, follow up with carriers and agents, and resolve inconsistencies or missing data.* Provide agent support and assistance via phone and email; answer questions and educate partners on contracting guidelines and processes.* Train new hires, temporary employees, and cross-train current staff as needed.* Coordinate with sales, new business, and commission teams to ensure efficient business operations.* Prepare and sort contracting documents, enter data into databases, and manage internal files.* Complete Ready to Sell reports and maintain records of agent licenses, contracts, and state appointments.* Perform other duties as assigned.**Qualifications*** High School Diploma or GED required; Associate’s or Bachelor’s degree preferred.* 4–6 years of customer service or administrative experience; insurance or financial services experience preferred.* Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook) and business platforms (e.g., SureLC, AgencyBloc).* Strong computer competency, data entry skills, and ability to learn new software quickly.* Excellent written and verbal communication skills; ability to work independently and as part of a team.* Superior attention to detail, organizational skills, and time management.* Critical thinking, problem-solving, and initiative in a fast-paced environment.* Ability to maintain confidentiality and adhere to company policies and compliance standards.**Benefits Available*** Medical/Dental/Vision Insurance* 401(k) Retirement Plan* Paid Holidays* PTO* Community Service PTO* FSA/HSA* Life Insurance* Short-Term and Long-Term Disability**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** **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, 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.*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.