Contracting Specialist

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Our organization is committed to maintaining contracting standards, efficient processing and ongoing creative problem solving to maintain the highest quality contracting experience.
The Contracting Specialist role owns the contracting process from start to finish. They are responsible for engaging with our Account Managers and agents to ensure system established processes and procedures are followed in a timely manner with the goal of getting agent’s contracts through to completion. They will also be responsible consistently maintaining agent records on an ongoing basis. This job includes a high level of proactive task ownership and creative problem solving to increase efficiency in an ever-evolving contracting landscape.

Job Description

Essential Job Duties/Functions:

• Serve as primary point of contact and support for Account Managers and agents
• Respond to emails that come in daily to the inbox
• Supporting the Account Management team in agent outreach
  • Outreach to obtain needed/missing documents
    • Insurance license(s)
    • E&O certificates
    • Release documents
    • Missing certifications
    • Corrected/missing forms
• Escalate complex or time-sensitive requests
• Outreach to carriers for contract statuses
• Work exception reports (biweekly)
  • Build agent contracts
  • Hierarchy updates
• Assist with database audits/clean ups
• Assist with contracting cases
• Keep our drive up to date
  • Yearly commission agreements
  • Update contracting protocols
  • Update contracting/certification/release guides
• Support short term operational actives as assigned to improve efficiency of processes

This job description is neither exhaustive nor exclusive and may be reviewed in the future depending upon operational requirements and staffing levels.

Skills:

• Motivation to learn quickly and retain information
• Positive approach to taking initiative and problem solving
• Excellent verbal and written communication skills
• Close attention to detail
• Proficient in the use of computer and programs, Excel and Adobe Acrobat DC
• Maintain confidentiality and protect PII
• Excellent organizational and time management skills
• Set goals and objectives; prioritize and plan work activities
• Interact professionally with agents, carriers and other employees

Job Qualifications:

• High School Diploma/GED
• Associate or bachelor’s degree preferred
• 1+ years health insurance and contracting knowledge helpful but not required
• 2-3 years proficiency using computer and Windows PC applications, including strong keyboard and navigation skills and the ability to learn new computer programs
• Proficient in excel and able to create pivot tables and v-look ups

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The physical demands required while performing the duties of this job include:

• Required to use fingers/hands for computer work, finger dexterity required, and use arms
• Required to sit for approximately 6-8 hours per day
• Required to regularly talk or hear
• Specific vision abilities required for this job include close vision, distance vision, ability to adjust or focus.

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [email protected].

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.