Contracting Specialist
Agent Pipeline
St Albans WV
About Agent Pipeline
Founded in 1988 West Virginia-based Agent Pipeline an Integrity company is one of the most successful insurance marketing organizations (IMOs) in the United States with vast network of proud employees and satisfied customers. Agent Pipeline distributes a comprehensive mix of life and health insurance products. Agent Pipeline is a recognized market leader in the Medicare Advantage Medicare Supplement individual health plans Prescription Drug Plans and Final Expense markets. Agent Pipeline is based in St. Albans West Virginia.
Job Summary
The Contracting Specialist I is responsible for supporting agents and agencies in contracting with various health life and annuity insurance carriers. This role manages electronic documents ensures accurate and timely filing and maintains data integrity across CRM and proprietary systems. The specialist works closely with agents agency partners sales teams and internal departments to facilitate effective working relationships and ensure compliance with regulatory guidelines.
Key Responsibilities
Process agent and agency contracting paperwork with insurance carriers including licensing appointments and beneficiary enrollments.
Submit and distribute contracting links; manage email communications and electronic filing systems.
Maintain and audit CRM data ensuring accuracy and confidentiality (e.g. PHI HIPAA compliance).
Track contract status follow up with carriers and agents and resolve inconsistencies or missing data.
Provide agent support and assistance via phone and email; answer questions and educate partners on contracting guidelines and processes.
Train new hires temporary employees and cross-train current staff as needed.
Coordinate with sales new business and commission teams to ensure efficient business operations.
Prepare and sort contracting documents enter data into databases and manage internal files.
Complete Ready to Sell reports and maintain records of agent licenses contracts and state appointments.
Perform other duties as assigned.
Qualifications
High School Diploma or GED required; Associates or Bachelors degree preferred.
46 years of customer service or administrative experience; insurance or financial services experience preferred.
Proficient in Microsoft Office (Word Excel PowerPoint Outlook) and business platforms (e.g. SureLC AgencyBloc).
Strong computer competency data entry skills and ability to learn new software quickly.
Excellent written and verbal communication skills; ability to work independently and as part of a team.
Superior attention to detail organizational skills and time management.
Critical thinking problem-solving and initiative in a fast-paced environment.
Ability to maintain confidentiality and adhere to company policies and compliance standards.
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
About Integrity
Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .
Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
Required Experience:
IC
Integrity is a one-of-a-kind insurtech company, using data, technology and a human touch to deliver a better insurance experience.