Contracting Specialist

Contracting Specialist I

The Contracting Specialist I is responsible for supporting agents and agencies in contracting with various health, life, and annuity insurance carriers. This role manages electronic documents, ensures accurate and timely filing, and maintains data integrity across CRM and proprietary systems. The specialist works closely with agents, agency partners, sales teams, and internal departments to facilitate effective working relationships and ensure compliance with regulatory guidelines.

Key Responsibilities

• Process 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.

Qualifications

• High School Diploma or GED required; Associate's or Bachelor's degree preferred.
• 4–6 years of customer service or administrative experience; insurance or financial services experience preferred.
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook) and business platforms (e.g., SureLC, AgencyBloc).
• Strong computer competency, data entry skills, and ability to learn new software quickly.
• Excellent written and verbal communication skills; ability to work independently and as part of a team.
• Superior attention to detail, organizational skills, and time management.
• Critical thinking, problem-solving, and initiative in a fast-paced environment.
• Ability to maintain confidentiality and adhere to company policies and compliance standards.

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity 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 you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.