Contracting Specialist I Integrity Marketing Group, LLC
Contracting Specialist IProcess agent and agency contracting paperwork with insurance carriers, including licensing, appointments, and beneficiary enrollments • Submit and distribute contracting links; manage email communications and electronic filing systems • Maintain and audit CRM data, ensuring accuracy and confidentiality (e.g., PHI, HIPAA compliance) • Track contract status, follow up with carriers and agents, and resolve inconsistencies or missing data • Provide agent support and assistance via phone and email; answer questions and educate partners on contracting guidelines and processes • Train new hires, temporary employees, and cross-train current staff as needed • Coordinate with sales, new business, and commission teams to ensure efficient business operations • Prepare and sort contracting documents, enter data into databases, and manage internal files • Complete Ready to Sell reports and maintain records of agent licenses, contracts, and state appointments • Perform other duties as assigned. The specialist works closely with agents, agency partners, sales teams, and internal departments to facilitate effective working relationships and ensure compliance with regulatory guidelines.
