Contracting & Licensing Specialist
4 weeks ago
About Milner Financial
We are a Brokerage General Agency connecting agents and advisors to the best carriers to address their client’s needs. Every client is different, and our partnered agents are able to access any product available to fit with their client’s particular needs and goals. It is simply not feasible for an agent to keep up to date with all of the changes around the industry, which is where we come in. We connect agents with solutions using primarily life insurance, annuities, long term care and disability insurance.
Job Summary
The Contracting Specialist will provide a high level of support for our customers by receiving, reviewing, filing, and submitting contracts, licenses, applications, and various other types of administrative work. Process contracts and licensing for agent appointments with carriers in a timely manner with accuracy, as well as potentially confirming agent appointments.
Primary Responsibilities:
Processes contracts and licensing for agent appointments with carriers in a timely manner with accuracy.
Compiles and verifies the accuracy of data to be entered.
Takes necessary action to ensure the data submitted is complete, correct, and accurate.
Records work completed, transmits entered information into database, and files or routes documents after entry.
Provides knowledgeable customer service by responding to customer inquiries regarding the status of submitted documents, as well as resolving questions, inconsistencies, or missing data from documents they submit.
Follows proper processes and procedures to ensure timely document turnaround and follow up
Processes updates, changes, and/or additions to contracts, licenses for agent appointments, licensing forms from carriers in system, and commission schedules for and from carriers in system.
New carrier and new agent onboarding
Special projects (such as software testing and implementation) may be assigned.
Perform other duties as assigned.
Primary Skills & Requirements:
Customer Service: Promptly responds to customer needs and service requests, fulfilling commitments.
Interpersonal Skills: Maintains a friendly and positive attitude while upholding professionalism. Ensures confidentiality.
Quality Management: Demonstrates accuracy and thoroughness, actively seeks improvement and promotes quality. Monitors own work to ensure quality.
Oral Communication: Listens attentively, seeks clarification, and responds effectively to questions.
Organizational Support: Adheres to policies and procedures, completes administrative tasks accurately and timely, supports organization’s goals and values.
Judgment: Exhibits sound and accurate judgment, involves appropriate individuals in the decision-making process.
Planning/Organizing: Efficiently manages time and promptly completes tasks.
Adaptability: Capably handles frequent changes, delays, deadlines, or unexpected events.
Attendance/Punctuality: Consistently present at work and on time, ensures work responsibilities are covered when absent.
Dependability: Follows instructions, responds positively to managerial direction.
Initiative: Proactively asks for and offers help when needed.
High school diploma or general education degree (GED); prior experience preferred but not required.
Secondary Education in a Business-related area of study preferred but not required.
Ability to read, write, and comprehend simple instructions, short correspondence, and memos.
Ability to effectively present information in person, over the phone, and in writing.
Capable of applying reasoning and common sense understanding to carry out written or oral instructions.
Basic computer navigation skills and familiarity with basic computer programs/applications including but not limited to email, word processing, spreadsheet programs, internet, Adobe, etc.
Multi-line phone skills.
Good oral and written communications.
Ability to plan and organize.
Adaptability to changing business operations.
Customer service skills.
Ability to multi-task in a fast-paced environment.
Effectively able to work independently and as part of a team.
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.
PandoLogic. Category:Finance, Keywords:Financial Broker, Location:Lawrenceville, GA-30043We have other current jobs related to this field that you can find below
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