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- Conduct agent outreach to resolve contracting open issues
- Enter agent information into contracting system
- Monitor exception reports, research solutions and address exceptions as needed
- Ensure commission (and hierarchy levels if applicable) match contracts for agents, agencies, and carriers
- Communicate with internal account management team to ensure agency and affiliate satisfaction
- Communicate and engage with Carriers and External Partners as needed
- Fulfill and Assist with Agent Release Requests as needed
- Monitor and support resolving notices from internal partners (commissions, new business, etc.)
- facilitate and complete all onboarding intake calls, emails, required paperwork processing, and associated processes
- Assist with all agent onboarding (direct or brokerage) activities (certification, product training, etc.)
- Utilize and comply with established performance management systems and process expectations (Enlighten, Unqork, etc.)
- Perform duties within required service level agreement terms and performance requirements including timeliness, productivity and quality.
- Actively participate in team meetings, planning and process improvement activities
- Support short-term and on-going operational activities (other duties) as assigned
- 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
Contracting Specialist - Clearwater, United States - AmeriLife
Description
Our CompanyExplore 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
Job Description
Our Company
AmeriLife's strength is its mission: to offer insurance and retirement solutions to help people live longer, healthier lives. By putting its mission into practice, AmeriLife has become recognized as a national leader in developing, marketing, and distributing life and health insurance, annuities and retirement planning solutions to enhance the lives of pre-retirees and retirees. For more than 50 years, AmeriLife has partnered with the nation's leading insurance carriers to provide value and quality to customers served through a national distribution network of over 200,000 insurance agents and advisors, over 50 marketing organizations, and nearly 50 insurance agency locations.
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.
Job Description
Duties/Responsibilities