Contracting Specialist

The Contracting Specialist II is responsible for supporting agents and agencies in contracting with various health, life, and annuity insurance carriers. The role manages electronic documents, ensures accurate and timely filing, and maintains data integrity across CRM and proprietary systems.

Requirements

• Bachelor’s degree in relevant field or equivalent experience
• 0-2 years of data entry or related experience preferred
• Strong attention to detail and organizational skills
• Excellent time management; ability to prioritize and manage multiple tasks in a fast-paced environment
• Proactive, positive, and professional attitude; strong communication and interpersonal skills
• Ability to work independently with minimal direction and maintain confidentiality
• Demonstrated initiative, adaptability, and flexibility
• Ability to coordinate and track multiple activities, ensuring goals and SLAs are met
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook) and business platforms (e.g., SureLC, AgencyBloc)
• Knowledge of contact management systems, spreadsheet, and word processing software
• Customer service orientation and ability to resolve issues promptly

Benefits

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short-Term and Long-Term Disability