Contracting Associate- FMO Health Insurance

Role Summary

Responsible for day-to-day workflow processing including contract review, data entry and coordination of processes; Serves as a liaison with agents and carriers and as the coordination center for incomplete contracts.

Responsibilities

• Processes contracts through the Zoho CRM system including posting notes to the system, sending emails with outstanding items for follow up and processing.
• Reaches out to agents and uplines to collect outstanding/incomplete data and reconnects the original contract with the incomplete items so the contract can be returned to production cycle.
• Reviews and explains carrier communications to agents.
• Processes state appointments, product additions, commission level and hierarchy changes.
• Assists Contracting Associate I and Contracting Associate II positions with processing new contracts when necessary.
• Communicates with internal management and external carrier management.
• Maintains working knowledge of all carriers being processed within the team.
• Acts on behalf of the Contracting Manager during absences.
• Identifies global issues and communicates ideas for resolution.
• Establishes and maintains a high-level overview of the organization’s functions and administration influences.
• Works collaboratively with fellow staff to advance the values and mission of the organization by serving on relevant internal and external committees; Assists with special projects/assignments as requested by members of management.
• Provides support for Basic Help Desk and technical troubleshooting for Zoho and custom coding automations.

Requirements

EDUCATION / EXPERIENCE

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

SKILLS

• Working knowledge of insurance services industries.
• Knowledge of the general industry procedures, practices and terminology.
• Knowledge of insurance product lines.
• Working knowledge of administrative support functions for the 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 the use of office equipment including computer, fax, printer, scanner, telephone system, etc.
• Skill in maintaining effective working relationships with all customers, employees and the general public.
• Proficient computer skills (Microsoft Suite, MS Outlook software preferred).
• Ability to make, execute and communicate decisions made with supervisor.
• Ability to prioritize and manage urgent requests.
• Ability to communicate effectively, both orally and in writing, in a constructive manner.
• Ability to approach and communicate with a wide range of personalities in a professional and courteous manner.
• Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations.
• Ability to engage in effective interpersonal interaction, verbal communication and written communication.
• Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests.
• Ability to read, write and communicate English effectively.
• Ability to maintain all company policies, including all confidentiality and safety policies.
• Ability to actively contribute to team effort.
• Ability to work independently and exercise independent judgment.
• Strong verbal and written proficiencies of the English language is required and bilingual (Spanish and English) preferred.