Contracting Specialist

2 months ago


Clearwater, United States AmeriLife Full time
Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary
AmeriLife is in the midst of an exciting and significant transformation of its operational infrastructure to better serve the evolving needs of its stakeholders across the country. As such, we're looking for a Contracting Specialist to help us continue pushing our ambitious roadmap forward.

The Contracting Specialist is a key contributor to the success of the contracting area and the business they support throughout the organization. This person must be well organized, able to work with various insurance carrier representatives as well as partner with internal operations and key stakeholders simultaneously. This opportunity is eligible for a hybrid work structure after training.

Job Description

Duties/Responsibilities
  • Enter agent information into contracting system
  • Conduct agent outreach to resolve licensing or contracting open issues
  • Monitor exception reports, research solutions and address exceptions as needed
  • Ensure commission and hierarchy levels match contracts for agents, agencies, and carriers
  • Communicate with internal account management team to ensure agency and affiliate satisfaction
  • Integrate new agency and affiliate partners through onboarding intake calls, required paperwork processing, and associated processes
  • Assist with direct agent onboarding
  • Perform duties within required service level agreement terms and performance requirements including timeliness, productivity and quality
  • Utilize established performance management systems and processes
  • Solve Salesforce cases as assigned
  • Actively participate in team planning and process improvement activities
  • Engage Carriers and External Partners to efficiently resolve licensing issues
  • Fulfill Agent Release Requests as needed
  • Other duties as assigned
Qualifications
  • High School Diploma required; Bachelor's degree preferred
  • Self-starter with ability to learn quickly
  • Highly skilled in attention to detail
  • Excellent organizational and time management skills
  • Positive approach to taking initiative and creative problem solving
  • Proficient user of Microsoft Office Suite or similar (Excel, Word, PowerPoint)
  • Financial Services industry experienced preferred


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