Contracting Associate – FMO Health Insurance

🔥 1 minute ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

🚫👨‍🎓 No degree required

👻 Ghost score 10%

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Logo of Alliant Insurance Services

Alliant Insurance Services

10,000+ employees

Founded 1925

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 $690M Debt Financing - Alliant Insurance Services on 2019-10

Insurance • B2B • Consulting

Alliant Insurance Services is a leading insurance broker and risk-management firm that provides property & casualty, employee benefits, reinsurance, claims assistance, underwriting, and industry-specific risk solutions. The company offers consulting and customized services across sectors such as healthcare, energy, transportation, real estate & hospitality, public entities, and more, and is ranked among the largest insurance brokers in the U. S. (noted as the #4 largest U. S. broker and the largest privately owned broker). Alliant emphasizes risk management, benefits consulting, disaster response, and specialty solutions for commercial clients.

📋 Description

• 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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