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Contracting Specialist

Western Asset Protection

Scottsdale, AZ

About Western Asset Protection

Western Asset Protection, an Integrity company, is a leading field marketing organization and professional brokerage firm headquartered in Phoenix, Arizona. They provide thousands of independent insurance professionals access to a portfolio of strong Medicare Supplement and Medicare Advantage products, proprietary software platforms, expert business strategies and acclaimed training nationwide. Their strategic partnerships with national health plans empower their team to better serve agents and improve distribution channels.

Job Summary

The Contracting Specialist reviews and processes agent and agency contracts for certification. Processes hierarchy changes, manages agent and agency agreements, and processes special requests related to contracting.

Key Responsibilities

• Respond to inbound and outbound calls to the Contracting Department.
• Address contracting tickets.
• Process contracts, including hierarchy transfers, state appointments, principal changes, and licensing.
• Second in queue for incoming calls to the Contracting Department.
• Ready to sell CRM update.
• Back-up Contract Assistants as needed.
• Send out online contract links to agents and agencies.
• Monitor and manage new agency onboarding/relationships with new agencies including but not limited to:
  • Create and send out override agreement.
  • Send out agency contract links.
  • Host agency meetings
• Assist Senior Specialist with large agency onboarding.
• First in queue to address internal channel/contract issues.
• Perform audits/reconciliations to ensure CRM data accuracy.
• Train new hires to Contract Specialists and/or Contract Assistant seat on duties.
• Life contracting management.

Knowledge, Skills, and Abilities

• High school diploma or equivalent required.
• Insurance industry or related experience is a plus
• Proficient typing skills with a focus on speed and accuracy
• Must have proficient computer skills within the following applications: Microsoft Suite, Adobe and internet business applications.
• Attention to detail to ensure accuracy in documentation and record keeping.
• Proficient computer skills, including familiarity with platforms such as Internal CRM and Slack
• Ability to work independently and collaborate in a team environment.

Benefits Available

• Medical/Dental/Vision Insurance

• 401(k) Retirement Plan

• Paid Holidays

• PTO

• Community Service PTO

• FSA/HSA

• Life Insurance

• Short-Term and Long-Term Disability

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. For more information, visit Integrity.com.

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.