Contracting & Appointment Specialist

Posted 2 Days Ago
Be an Early Applicant
Lincoln, NE, USA
In-Office
Mid level
Insurance
The Role
Processes agent contracts and appointments across 50 jurisdictions, reviews paperwork and background reports, verifies regulatory compliance, maintains records and hierarchies, and supports accurate commission coding. Provides internal and external customer service, communicates requirements and regulatory changes, resolves issues, and handles sensitive information. Requires strong organization, communication, analytical, problem-solving, and detail-oriented skills in a hybrid Lincoln, Nebraska role.
Summary Generated by Built In

Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place.

Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers

ESSENTIAL FUNCTIONS55% Processes new agent contracts and appointments, which includes: 
  • Reviewing contracting and appointment paperwork for completeness;
  • Notifying agents and/or recruiters of missing paperwork;
  • Ordering and reviewing background reports;
  • Verifying compliance with federal and state regulations and company guidelines;
  • Building and maintaining records and contracts;
  • Reviewing hierarchy to ensure it is set up correctly to pay commissions correctly;
  • Processing appointments according to procedures of 50 jurisdictions; and
  • Working with other departments on correct coding to policy applications.

 

40% Provides customer service internally and externally regarding appointments and contracting, which includes:
  • Notifying agents and/or recruiters of pending requirements;
  • Communicating with producers to obtain additional information of a sensitive nature (bankruptcy documents, criminal information, etc.);
  • Completing and mailing contracts;
  • Responding to inquiries and requests on status and contracting procedures and guidelines;
  • Explaining regulatory changes to producers and internal customers; and
  • Researching and resolving problems.

5% Performs other functions, which includes:

 

  • Assisting with and participating in team functions and events for the agent and new business administration department;
  • Assisting in special projects and other related duties as requested; and
  • Serving as a member of various committees and implementation teams.

The list of essential functions is not exhaustive and may be substituted as necessary.

EXPERIENCE AND SKILL REQUIREMENTS
  • Two to five years of office experience. 
  • Ability to type 40 words per minute.
  • Professional oral and written communication skills.
  • Consistent and reliable attendance is an essential function to this position. 
  • Problem-solving skills, analytical thinking, and decision-making ability.
  • Execute tasks with detail and accuracy.
  • Work independently with a minimal amount of supervision.
  • Ability to prioritize and organize multiple tasks and deadlines.
  • Talent required in values, work intensity, achiever, positivity, resourcefulness, command, relationship, and exactness.
EDUCATION AND CERTIFICATION REQUIREMENTS
  • Associate degree, trade school certification or equivalent required.
PHYSICAL AND WORK SCHEDULE REQUIREMENTS
  • Ability to work 40 hours within flex-time guidelines required.
  • Some overtime may be required to complete job functions.
  • Hybrid position based in Lincoln, NE. Requires three days per week onsite and provides a hybrid schedule with two remote workdays, if desired.

Skills Required

  • Two to five years of office experience
  • Ability to type 40 words per minute
  • Professional oral and written communication skills
  • Consistent and reliable attendance
  • Problem-solving, analytical thinking, and decision-making skills
  • Ability to execute tasks with detail and accuracy
  • Ability to work independently with minimal supervision
  • Ability to prioritize and organize multiple tasks and deadlines
  • Associate degree, trade school certification, or equivalent
  • Ability to work 40 hours within flex-time guidelines
  • Ability to work three days per week onsite in Lincoln, Nebraska
  • Some overtime may be required
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The Company
HQ: Lincoln, NE
386 Employees

What We Do

As a mutual organization, Assurity was founded on the simple concept of people coming together to support each other in moments of need. We continue our mission of helping people through difficult times by providing affordable insurance protection that is easy to understand and buy. Our financial stability has stood the test of time. It shows our commitment to be there when our customers need us. Owned by our policyholders, we conduct our business to serve only their best interests. Whether paying benefits, offering service with a human touch, giving back to our community, or practicing sustainable habits that provide for our planet, we embrace our capacity to improve lives. We all share in the future we create, and Assurity believes in using our business as a force for good.

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