Insurance Contracting & Agent Support Specialist II

Integrity Marketing Group; Blue Springs (MO); On-site; USD 42,000 - 65,000; Full time

Job summary

Integrity Marketing Group is seeking a Contracting Specialist I to support agents and agencies in contracting with health, life, and annuity carriers. You will manage electronic documents, filings, and data integrity across CRM and proprietary systems.

Collaborating with agents, sales teams, and internal departments, you will ensure regulatory compliance, assist with licensing and appointments, and train staff as needed. A strong focus on detail and confidentiality is essential.

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 (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.

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.

Skills

Customer service

Administrative support

Communication

Data entry

Confidentiality

Education

High School Diploma or GED

Associate’s or Bachelor’s degree preferred

Tools

Microsoft Office

SureLC

AgencyBloc

Job description

Integrity Marketing Group is seeking a Contracting Specialist I to support agents and agencies in contracting with health, life, and annuity carriers. You will manage electronic documents, filings, and data integrity across CRM and proprietary systems.

Collaborating with agents, sales teams, and internal departments, you will ensure regulatory compliance, assist with licensing and appointments, and train staff as needed. A strong focus on detail and confidentiality is essential.