Insurance Licensing & Contract Manager

Ash Brokerage, LLC; Fort Wayne (IN); Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

Hybrid schedule after training

In-office training

Office-based option available

Job summary

Ash Brokerage, LLC in Fort Wayne, IN is seeking a detail-oriented Producer Services Contracting Coordinator to support agent appointments and licensing processes.

You will coordinate licensing documentation, learn Ash’s platforms, and collaborate with internal and external partners to ensure timely contracting and accurate commission setups. Hybrid work is available after training; in-office training is required, with option to work in-office daily if preferred.

Qualifications

• Bachelor’s degree in business administration or related field.
• Equivalent combination of education and experience.
• Strong PC skills (MS Office, Outlook); CRM experience is a plus.

Responsibilities

• Coordinate and prioritize licensing documentation for agent appointments.
• Maintain knowledge of carrier appointment and contracting requirements.
• Learn and use Ash’s software platforms.
• Build relationships with internal and external partners.
• Determine how an agent should be contracted by product line.
• Work with carrier contacts for exceptions and issues.
• Set up agents with carriers to enable writing and payment for insurance business.
• Consult with advisors on contracting and commission payout best practices.

Skills

Detail-oriented

Sense of urgency

Quick learner / Coachable

Effective communicator

Customer service skills

Multi-tasking

Education

Bachelor’s degree in business administration or related field

Equivalent combination of education and experience

Tools

MS Office

Outlook

CRM software

Job description

For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships, and that still drives our culture today. Our team of nearly 400 is the same service-centered culture as we were in 1971.

Ash Brokerage works with financial professionals to help find, understand and process insurance and retirement solutions to protect clients in every stage of life. As part of the Integrity Marketing family, we help people protect their health and wealth for the good days ahead and make the most of what life brings.

On the Producer Services Contracting Team, we ensure agents are correctly appointed under Ash Brokerage with the appropriate payment structure.

Responsibilities:
You will coordinate and prioritize the timely gathering and processing of required licensing documentation necessary for agents to be appointed at the carriers and contracted under Ash Brokerage. You will be an integral part of an agent’s dedicated team, consisting also of internal and external sales, and case management. To be successful, you will:

• Maintain ongoing knowledge of carrier appointment and contracting requirements.

• Gain working knowledge of the software platforms Ash uses.

• Build relationships with internal and external partners.

• Be well-versed in all of Ash’s partner accounts and determine how an agent should be contracted by product line.

• Work with carrier’s contacts for exceptions (i.e. agent declines, dating issues, etc.).

• Be responsible for getting an agent set up with a carrier in order to write and be paid for insurance business.

• Consult with advisors on best practices related to contracting and commission payouts (i.e. Agency commissions, licensing status, LLCs, and Corporations).

Talents and Abilities:

• Detail-oriented and accurate

• Sense of urgency

• Quick learner / Coachable

• Effective communicator through all available channels: Phone, email, instant message, etc.

• Strong customer service skills

• Ability to multi-task

Education/experience:

• Bachelor’s degree with a major in business administration or related field, plus two to three years of related experience and/or training, or

• An equivalent combination of education and experience

• Strong PC skills (MS Office, Outlook, etc.) are required, and prior experience using CRM software is a plus

Availability:

• In office for training period

• Hybrid schedule can be approved after training period

• Option to work in-office daily if preferred

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.