Contracting Associate – FMO Health Insurance
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Job Description
Contracting Associate processing insurance contracts, appointments, commissions, and hierarchy changes for an FMO health insurance organization. Coordinating agents, carriers, Zoho CRM workflows, and incomplete contract resolution.
Responsibilities:
- Process contracts through the Zoho CRM system, including posting notes, sending follow-up emails and processing outstanding items
- Contact agents and uplines to collect incomplete data and reconnect contracts with missing items for return to the production cycle
- Review and explain carrier communications to agents
- Process state appointments, product additions, commission level changes and hierarchy changes
- Assist Contracting Associate I and II positions with new contract processing when necessary
- Communicate with internal management and external carrier management
- Maintain working knowledge of all carriers processed within the team
- Act on behalf of the Contracting Manager during absences
- Identify global issues and communicate resolution ideas
- Maintain a high-level overview of organizational functions and administrative influences
- Collaborate with staff on relevant internal and external committees and support organizational values and mission
- Assist with special projects and assignments requested by management
- Provide basic help desk support and technical troubleshooting for Zoho and custom coding automations
Requirements:
- High School Diploma or GED
- Three (3) or more years general insurance industry or related field (financial services, marketing, business-to-business customer service or call center) experience
- Working knowledge of insurance services industries
- Knowledge of general industry procedures, practices and terminology
- Knowledge of insurance product lines
- Working knowledge of administrative support functions for Contracting Associate I and Contracting Associate II positions
- Skill in identifying and resolving complex problems
- Skill in working effectively with company departments, internal marketing staff, home office personnel and agents
- Skill in negotiating and problem solving to resolve internal and external conflicts independently and consistently
- Skill in use of office equipment including computer, fax, printer, scanner and telephone system
- Proficient computer skills; Microsoft Suite and MS Outlook preferred
- Ability to make, execute and communicate decisions with supervisor
- Ability to prioritize and manage urgent requests
- Ability to communicate effectively orally and in writing
- Ability to approach and communicate with a wide range of personalities professionally and courteously
- Ability to maintain organization and attention to detail while handling multiple urgent requests
- Ability to read, write and communicate English effectively
- Ability to maintain company policies, including confidentiality and safety policies
- Ability to work independently and exercise independent judgment
- Strong verbal and written English proficiency required
- Bilingual Spanish and English preferred
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