Insurance Contracting Specialist

17 hours ago


Houston, Texas, United States Benefits & Care Insurance Brokers Full time
Contracting Specialist

The Contracting Specialist plays a pivotal role in ensuring seamless contracting operations at Benefits & Care Insurance Brokers. This key position is responsible for facilitating the end-to-end process of onboarding new agents and agencies, guaranteeing that all documentation and agreements are properly completed, submitted, and processed in accordance with regulatory and company guidelines.

Key Responsibilities:
  • Agent Onboarding: Facilitate the contracting and appointment process for new agents and agencies, including gathering necessary documentation, processing agreements, and ensuring all compliance requirements are met.
  • Licensing & Compliance: Verify licenses and certifications to ensure agents meet state and federal requirements, as well as company policies.
  • Contract Management: Draft, review, and manage the filing of contracts and appointments between the company and agents/agencies.
  • Communication: Serve as the primary point of contact for agents regarding contracting issues, ensuring prompt resolution of inquiries or concerns.
  • Data Entry & Systems Maintenance: Input agent details into internal systems and ensure databases are kept up to date with the correct information, such as agent statuses, appointments, and terminations.
  • Relationship Building: Maintain strong relationships with agents, providing support and guidance throughout the contracting process.
  • Regulatory Updates: Stay up to date on state regulations regarding insurance licensing and contracting processes, ensuring all procedures adhere to the latest guidelines.
  • Reporting: Generate reports on agent onboarding statuses, contracting timelines, and related metrics.
Required Skills and Qualifications:
  • Bachelor's degree or equivalent work experience in a related field.
  • Prior experience in insurance contracting or a similar role is preferred.
  • Strong organizational skills with attention to detail and accuracy.
  • Knowledge of insurance regulations and licensing procedures.
  • Excellent communication and customer service skills.
  • Ability to work efficiently in a fast-paced environment and handle multiple tasks simultaneously.
  • Proficiency with contract management software and Microsoft Office Suite.
  • Bilingual Preferred.
  • Able to be On-Site.
  • Familiarity with various state insurance department regulations.
  • Experience using agency management systems or CRM platforms.
  • Knowledge of insurance industry-specific contracts and legal terminology.


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