Contracting Specialist

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.

About the role

Our organization is committed to maintaining contracting standards, efficient processing and ongoing creative problem solving to maintain the highest quality contracting experience. The Contracting Specialist role owns the contracting process from start to finish. They are responsible for engaging with our Account Managers and agents to ensure system established processes and procedures are followed in a timely manner with the goal of getting agent’s contracts through to completion. They will also be responsible for consistently maintaining agent records on an ongoing basis. This job includes a high level of proactive task ownership and creative problem solving to increase efficiency in an ever-evolving contracting landscape.

Responsibilities

• Serve as primary point of contact and support for Account Managers and agents
• Respond to emails that come in daily to the inbox
• Support the Account Management team in agent outreach
• Outreach to obtain needed/missing documents:
  • Insurance license(s)
  • E&O certificates
  • Release documents
  • Missing certifications
  • Corrected/missing forms
• Escalate complex or time-sensitive requests
• Outreach to carriers for contract statuses
• Work exception reports (biweekly)
• Build agent contracts
• Hierarchy updates
• Assist with database audits/clean ups
• Assist with contracting cases
• Keep our drive up to date
• Yearly commission agreements
• Update contracting protocols
• Update contracting/certification/release guides
• Support short term operational activities as assigned to improve efficiency of processes

This job description is neither exhaustive nor exclusive and may be reviewed in the future depending upon operational requirements and staffing levels.

Requirements

• High School Diploma/GED
• Associate or bachelor’s degree preferred
• 1+ years health insurance and contracting knowledge helpful but not required
• 2-3 years proficiency using computer and Windows PC applications, including strong keyboard and navigation skills and the ability to learn new computer programs
• Proficient in Excel and able to create pivot tables and v-lookups

Skills

• Motivation to learn quickly and retain information
• Positive approach to taking initiative and problem solving
• Excellent verbal and written communication skills
• Close attention to detail
• Proficient in the use of computer programs, Excel and Adobe Acrobat DC
• Maintain confidentiality and protect PII
• Excellent organizational and time management skills
• Set goals and objectives; prioritize and plan work activities
• Interact professionally with agents, carriers and other employees

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• Required to use fingers/hands for computer work, finger dexterity required, and use arms
• Required to sit for approximately 6-8 hours per day
• Required to regularly talk or hear
• Specific vision abilities required for this job include close vision, distance vision, ability to adjust or focus

Benefits

A comprehensive benefits package that includes:

• PTO
• Medical, dental, and vision insurance
• Retirement savings
• Disability insurance
• Life insurance