Contracting Associate

Job Summary

Managing day-to-day workflow processing, the full-time Contracting Associate will handle contract review, data entry, and coordination of processes while serving as a liaison with agents and carriers in a virtual environment.

Key responsibilities

• Process contracts through the Zoho CRM system, including follow-up communications for outstanding items
• Collect and reconnect incomplete data with original contracts to facilitate their return to the production cycle
• Assist with processing new contracts and provide support for internal management and carrier communications

Required qualifications

• High School Diploma or GED
• Three or more years of experience in the insurance industry or related fields
• Working knowledge of insurance services and industry procedures
• Proficient computer skills, including Microsoft Suite and MS Outlook
• Strong verbal and written proficiency in English; bilingual in Spanish preferred