Contracting Specialist (Insurance)

Location: St Albans, West Virginia, United States; onsite role.

Company

Independent distributor of life, health, and wealth insurance products with a strong insurtech focus, supporting independent agents and clients across the United States.

What you will do

• Process agent and agency contracting paperwork, including licensing, carrier appointments, and beneficiary enrollments.
• Submit contracting links, manage email communications, and organize electronic documents and internal files.
• Maintain and audit CRM and proprietary-system data, ensuring accuracy, confidentiality, and compliance.
• Track contract status, follow up with carriers and agents, and resolve missing or inconsistent information.
• Support agents and agency partners by phone and email, answering questions and explaining contracting guidelines.
• Coordinate with sales, new business, and commissions teams; train new hires and cross-train staff as needed.

Requirements

• High school diploma or GED required; an associate’s or bachelor’s degree is preferred.
• 4–6 years of customer service or administrative experience; insurance or financial services experience is preferred.
• Proficiency with Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
• Experience with business platforms such as SureLC and AgencyBloc, or the ability to learn new software quickly.
• Strong data entry, communication, organization, time management, critical-thinking, and problem-solving skills.
• Ability to maintain confidentiality and follow company policies and compliance standards.

Culture & Benefits

• Medical, dental, and vision insurance.
• 401(k) retirement plan.
• Paid holidays, PTO, and community service PTO.
• FSA/HSA, life insurance, and short-term and long-term disability coverage.
• Career development opportunities in a hyper-growth insurtech-focused organization.