Insurance Admin

Job Description

Job Description

The Contracting Specialist is responsible for processing and maintaining agent contracts with multiple life insurance carriers. This role serves as a primary liaison between agents, administrative staff, and carrier representatives to ensure contracts are completed accurately, submitted timely, and maintained throughout the agent's lifecycle. The ideal candidate is highly organized, customer-focused, adaptable, and thrives in a fast-paced environment while managing multiple priorities.

Essential Duties and Responsibilities

Agent Contracting & Maintenance

• Process new agent contracting applications with multiple life insurance carriers.
• Review applications for accuracy and completeness before submission.
• Monitor contract submissions and follow up with carriers to ensure timely processing.
• Maintain accurate records of agent contracts, statuses, and carrier requirements.
• Submit and process contract maintenance requests, including:
• Name changes
• Banking information updates
• Contract level changes
• Hierarchy and upline changes
• Terminations and reinstatements
• Other carrier-specific updates as needed

Carrier Relations & Communication

• Serve as a primary point of contact between agents and insurance carriers regarding contracting matters.
• Build and maintain positive relationships with carrier representatives.
• Research and resolve contracting issues, processing delays, commission-related updates, and missing documentation.
• Communicate status updates and resolutions to agents and internal stakeholders promptly and professionally.

Agent & Administrative Support

• Respond to agent inquiries regarding contracting requirements, status requests, and carrier policies.
• Assist administrative staff with contracting-related questions and escalations.
• Provide exceptional customer service while professionally handling challenging or emotionally heightened situations.
• Educate agents on carrier requirements, contracting procedures, and necessary documentation.

Organization & Process Management

• Maintain detailed and accurate records within internal databases and carrier systems.
• Prioritize daily workloads and manage multiple contracting requests simultaneously.
• Meet established turnaround times and service standards.
• Identify opportunities to improve contracting processes and workflows.
• Stay informed of carrier contracting guidelines, compliance requirements, and procedural updates.

Required Qualifications

• High school diploma or equivalent required
• Previous experience in insurance contracting, licensing, administration, customer service, or a related field preferred.
• Proficiency in Microsoft Office Suite, including Outlook, Excel, and Word.
• Experience working with multiple systems and databases simultaneously.
• Strong attention to detail and commitment to accuracy.

Desired Skills & Competencies

• Excellent verbal and written communication skills.
• Strong customer service mindset and ability to build positive relationships.
• Ability to remain calm and professional when presented with challenges.
• Strong problem-solving and critical-thinking abilities.
• Highly organized with exceptional attention to detail.
• Ability to prioritize and manage multiple tasks in a fast-paced environment.
• Team-oriented with a collaborative approach to work.
• Adaptable and comfortable with changing priorities and procedures.
• Self-motivated with a willingness to learn and grow.
• Strong time-management and follow-through skills.

Work Environment

• Fast-paced office environment supporting life insurance agent contracting operations.
• Frequent interaction with agents, carrier representatives, and internal departments.
• Requires the ability to balance multiple priorities while maintaining high levels of accuracy and customer service.

Preferred Candidate Traits

The ideal candidate is dependable, organized, service-oriented, adaptable, and enjoys helping agents navigate the contracting process. They excel at managing details, solving problems, communicating professionally, and working collaboratively to achieve departmental goals.

\nCompany Description

Our mission at Family First Life, is to make the families we protect and the families of our agents our number one priority. Trust and loyalty is not given it is earned and all of us at Family First will give everything we have to earn it with our clients and our agents.

We specialize in mortgage protection life insurance, final expense life insurance, retirement planning through universal life policies and retirement protection through the use of fixed index annuities. We have multiple insurance carriers inclusive of Americo, American Amicable and various others that we work with in order to be able to meet all the client's needs.

With regards to our agents, we believe that every full time agent that works with us should net a minimum of $100,000 a year. This is the reason we offer very competitive contracts and strong renewals on multiple products. The sales training provided at Family First is very structured and places all our agents in a position to be successful. The lead program that we have allows all agents to have qualified mortgage, final expense and annuity leads. We want our agents helping more families than they ever dreamed possible, while also being allowed to enjoy their lives with their own families while achieving financial independence. If you truly enjoy helping families and believe that you deserve to be paid what you are worth then Family First Life will probably be a very good fit for you whether it is part time or full time.

Company Description

Our mission at Family First Life, is to make the families we protect and the families of our agents our number one priority. Trust and loyalty is not given it is earned and all of us at Family First will give everything we have to earn it with our clients and our agents.\r\n\r\nWe specialize in mortgage protection life insurance, final expense life insurance, retirement planning through universal life policies and retirement protection through the use of fixed index annuities. We have multiple insurance carriers inclusive of Americo, American Amicable and various others that we work with in order to be able to meet all the client's needs.\r\n\r\nWith regards to our agents, we believe that every full time agent that works with us should net a minimum of $100,000 a year. This is the reason we offer very competitive contracts and strong renewals on multiple products. The sales training provided at Family First is very structured and places all our agents in a position to be successful. The lead program that we have allows all agents to have qualified mortgage, final expense and annuity leads. We want our agents helping more families than they ever dreamed possible, while also being allowed to enjoy their lives with their own families while achieving financial independence. If you truly enjoy helping families and believe that you deserve to be paid what you are worth then Family First Life will probably be a very good fit for you whether it is part time or full time.