Contracting Associate – FMO Health Insurance

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage contracts utilizing the Zoho CRM system, which includes documenting notes, sending follow-up emails, and addressing outstanding items.

• Reach out to agents and uplines to gather incomplete information and reconnect contracts that are missing elements.

• Analyze and clarify carrier communications for agents.

• Handle state appointments, product additions, changes in commission levels, and adjustments to hierarchy.

• Support Contracting Associate I and II with the processing of new contracts when needed.

• Liaise with both internal management and external carrier management.

• Keep a comprehensive understanding of all carriers handled by the team.

• Represent the Contracting Manager in their absence.

• Identify overarching issues and propose solutions.

• Maintain an overview of organizational functions and administrative impacts.

• Collaborate with team members on pertinent internal and external committees.

• Contribute to special projects and tasks as 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 of experience in the general insurance industry or a related field (such as financial services, marketing, business-to-business customer service, or call center).

• Familiarity with the insurance services industry.

• Understanding of general industry procedures, practices, and terminology.

• Knowledge of various insurance product lines.

• Working knowledge of administrative support roles for Contracting Associate I and Contracting Associate II positions.

• Proficiency in identifying and resolving complex issues.

• Ability to collaborate effectively with other departments, internal marketing teams, home office staff, and agents.

• Skilled in negotiation and problem-solving to independently and consistently address internal and external conflicts.

• Competence in using office equipment, including computers, fax machines, printers, scanners, and telephone systems.

• Proficient in computer skills, with a preference for Microsoft Suite and MS Outlook.

• Capacity to prioritize and manage urgent requests efficiently.

• Strong oral and written communication skills.

• Ability to maintain organization and attention to detail while handling multiple urgent requests.

• Proficient in reading, writing, and communicating effectively in English.

• Strong verbal and written English proficiency required; bilingual in Spanish and English preferred.

• Ability to uphold company confidentiality and safety policies.

• Capability to work independently and exercise sound judgment.

🏝️ Benefits

• Comprehensive health insurance options.

• Competitive salary and performance-based incentives.

• Opportunities for professional development and career advancement.

• Flexible working hours and potential for remote work.

• Supportive and collaborative team environment.