Job Description

Job Title: Insurance Contracting Specialist

Department: Contracting Department / Compass Health Consultants 

Reports To: Contracting Manager or Director

Employment Type: Full-Time

Job Summary:

The Insurance Contracting Specialist is responsible for managing the administrative contracting process for insurance agents and agencies. This role ensures timely and accurate processing of contracting paperwork, compliance with carrier requirements, and smooth onboarding of agents into the organization’s distribution network. The specialist acts as a liaison between agents, carriers, and internal teams to maintain accurate records and support licensing and appointment processes.

Key Responsibilities and Duties:

1. Contract Processing & Documentation

• Process agent and agency contracting paperwork according to established templates and guidelines.
• Verify completeness and accuracy of all required documentation (licenses, E&O insurance, etc.).
• Submit contracting to carriers and track status through completion.

2. Agent Onboarding Support

• Assist agents/agencies with completing contract forms and required compliance documents.
• Ensure agents meet all state and carrier requirements prior to appointment.
• Update agent information in internal systems and carrier portals.

3. Compliance & Regulatory Adherence

• Ensure all contracting activities comply with company policies, carrier requirements, and state/federal regulations.
• Monitor updates from carriers and implement necessary changes to contracting processes.

4. Communication & Coordination

• Serve as a point of contact for agents/agencies regarding contracting status and documentation requirements.
• Collaborate with internal teams (licensing, commissions, sales support) to resolve issues promptly.

5. Reporting & Data Management

• Track and report on contracting timelines and agent onboarding progress.
• Maintain accurate agent and agency data for audits and regulatory reviews.

6. Process Improvement

• Identify opportunities to streamline contracting workflows and reduce turnaround times.
• Recommend enhancements to documentation and tracking systems.

Qualifications:

• Education: High school diploma required; Associate or Bachelor’s degree in Business Administration or related field preferred.
• Experience: 1–2 years in insurance contracting, agent onboarding, or licensing preferred.
• Skills:
• Strong attention to detail and organizational skills.
• Excellent communication and customer service abilities.
• Proficiency in Microsoft Office and data management systems.
• Knowledge of insurance licensing and carrier appointment requirements.

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