Contracting Associate – FMO Health Insurance
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Job Description
Contracting Associate processing health insurance contracts through Zoho CRM for Alliant Insurance Services. Coordinating agents, carriers, appointments, commissions, and incomplete contract data.
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
- Review and explain carrier communications to agents
- Process state appointments, product additions, commission level changes, and hierarchy changes
- Assist Contracting Associate I and II with new contract processing when necessary
- Communicate with internal management and external carrier management
- Maintain working knowledge of all carriers processed by the team
- Act on behalf of the Contracting Manager during absences
- Identify global issues and communicate resolution ideas
- Maintain an overview of organizational functions and administrative influences
- Collaborate with staff on relevant internal and external committees
- 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 other 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 using office equipment including computer, fax, printer, scanner, telephone system, etc.
- Proficient computer skills; Microsoft Suite and MS Outlook preferred
- Ability to prioritize and manage urgent requests
- Ability to communicate effectively orally and in writing
- Ability to maintain organization and attention to detail while managing multiple urgent requests
- Ability to read, write and communicate English effectively
- Strong verbal and written English proficiency required; bilingual Spanish and English preferred
- Ability to maintain company confidentiality and safety policies
- Ability to work independently and exercise independent judgment
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