Contracting Specialist
About the Company
Ritter Insurance Marketing is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska, Idaho, Arizona, Florida, Maryland, North Carolina, and Ohio. More than 280 full-time Ritter employees support over 15,000 independent insurance agents across all 50 states. Its proprietary software development and agent service departments develop and market leading business solutions for insurance agents. Ritter Insurance Marketing is a proud member of the Integrity Family of Companies.
About the Role
The Contracting Specialist is responsible for processing new contracting paperwork for agents and providing agent support regarding the contracting process.
Responsibilities
- Process new contracts by saving them to the Inbound Licensing Folder.
- Scrub inbound contracts to ensure completeness and correctness.
- Verify necessary documentation is included and attached.
- Verify hierarchy is appointed and work with the upline if additional contracting is needed.
- Process contracting paperwork with the applicable carrier through the carrier’s portal or preferred method of submission.
- Follow up on any outstanding issues regarding contracting.
- Provide customer service to agents via phone, email, and in person as necessary.
- Create Service Requests (SRs) to track and handle agent issues.
- Communicate with carriers to resolve agent issues.
- Provide full-circle customer service to verify agent issues are properly and thoroughly addressed.
- Assist with processing New Business applications as necessary.
- Assist with additional agent support as needed.
- Key application information into appropriate carrier websites.
- Train new hires, temporary employees, and cross-train current staff as needed.
- Handle special projects as assigned.
- Perform miscellaneous duties as assigned by manager and team leads.
Requirements
- High School Diploma or equivalent.
- Basic understanding of insurance and agent relationships is preferred.
- Knowledge of New Business operations and procedures.
- One-year customer service experience and/or data entry experience.
- One-year experience with Microsoft Office.
- Good communication skills, especially over the phone.
- Good computer and typing skills.
- Good customer service skills.
- Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone.
- Positive attitude and ability to work well with others.
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health, and wealth insurance products. With a strong insurtech focus, Integrity embraces a broad and innovative approach to serving agents and clients alike. The company is driven by a singular purpose: to help people protect their life, health, and wealth so they can prepare for the good days ahead.
Integrity offers a family-like environment with a competitive compensation package, including benefits that provide peace of mind for you and your family. Headquartered in Dallas, Texas, Integrity supports hundreds of thousands of independent agents who serve millions of clients nationwide.
Benefits
Integrity offers a competitive compensation package, including benefits that make work more enjoyable and provide peace of mind for you and your family.