Contracting Specialist

Ritter Insurance Marketing

Harrisburg, PA

About Ritter Insurance Marketing

Ritter Insurance Marketing, an Integrity company, is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska, Idaho, Arizona, Florida, Maryland, North Carolina and Ohio. More than 280 full-time Ritter employees support the business of over 15,000 independent insurance agents in all 50 states. Its proprietary software development and agent service departments develop and market leading business solutions for insurance agents.

Job Summary

The Contracting Specialist I is responsible for processing new contracting paperwork for agents. Responsible for all agent support regarding contracting and contracting process. This is a hybrid role requiring 3 days in office.

Primary Responsibilities:

• Assumes responsibility for processing contracting.

  • Save new contracts for processing to the Inbound Licensing Folder.

  • Scrub inbound contracts to ensure each is complete and correct.

  • Verify necessary documentation is included and attached.

  • Verify hierarchy is appointed and works with the upline if additional contracting is needed.

  • Process contracting paperwork with the applicable carrier through the carrier’s portal or preferred method of submission.

  • Follow up on any outstanding issues if applicable regarding the contracting.

• Assumes responsibility for agent support.

  • Provide customer service to agents via phone, email and in person as necessary.

  • Create Service Requests (SRs) as needed to track and handle agent issues.

  • Communicate with carriers to resolve agent issues.

  • Provide full circle customer service to verify agent issues are properly and thoroughly addressed.

• Assumes responsibility for various cross-training assignments.

  • Assist with processing New Business applications as necessary.

  • Assist with additional agent support as necessary.

  • Key application information into appropriate carrier website.

• Assumes responsibility for training new hires, temporary employees, and cross-training current staff as needed.

• Assumes responsibility for special projects as needed.

• Assumes responsibility for miscellaneous duties as assigned by manager and team leads.

Primary Skills & Requirements:

• High School Diploma or equivalent.  

• Basic understanding of insurance and agent relationship is preferred.

• Knowledge of New Business operations and procedures.

• One-year customer service experience and/or data entry experience.

• One-year experience with Microsoft Office.

• Good communication skills, especially over the phone.

• Good computer and typing skills.

• Good customer service skills.

• Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone.

• Positive attitude and ability to work well with others.

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