Contracting Associate

Job Summary

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

Key responsibilities

• Process contracts through the Zoho CRM system, including follow-ups on outstanding items
• Communicate with agents and uplines to collect incomplete data and reconnect contracts to the production cycle
• Assist with processing new contracts and provide support for technical troubleshooting related to Zoho and custom coding automations

Required qualifications

• High School Diploma or GED
• Three or more years of experience in the insurance industry or a related field
• Working knowledge of insurance services and product lines
• Proficient computer skills, including Microsoft Suite and MS Outlook
• Ability to communicate effectively in English, with bilingual proficiency in Spanish preferred