Contracting Specialist

You'll Enjoy This Salary and Benefits Package Salary Range: $30,000 – $34,000 / year ($16\.03 – $18\.16 / hour, based on a 36\-hour work week) Schedule: Full\-Time (36 Hours / Week) with half\-day Fridays Work Location: Remote (Work from Home) Time Off: 10 Paid Vacation Days \+ 11 Paid Federal Holidays (21 Total Paid Days Off) Perks: 1\-hour lunch breaks, flexible schedule for family or medical needs, ongoing training, and mentorship Who You Are and Required Experience Level You are a meticulous, self\-motivated remote professional who thrives in a process\-driven environment. You take pride in extreme operational accuracy, hold yourself to high service standards, and operate with a strong sense of urgency to help independent agents start writing business as fast as possible. Detail\-Oriented \& Systems\-Minded: You double\-check every form, spot discrepancies before carriers do, and take genuine satisfaction in keeping CRM records, Google Drive files, and tracking tasks pristine. Proactive Problem\-Solver: When a carrier bottleneck or paperwork issue arises, you dig for answers first, bring solutions to the table, and know when to tag in the team to keep onboarding moving forward. Empathetic \& Transparent: You genuinely care about the agent's success. You communicate clearly, explain the "why" behind requirements, and always do the right thing, even when it takes extra effort. Resilient \& Adaptable: When workloads get heavy or challenges arise, you lean in rather than back off. You are humble enough to admit mistakes and driven enough to fix them immediately. A True Team Player: You take complete ownership of your individual metrics while actively stepping up to help teammates hit theirs, believing that when one of us wins, we all win. Experience: 1–3\+ years in data entry, administrative support, insurance contracting, or agency operations with HIPAA best practices. System Proficiency: Familiarity with online contracting software (SureLC), CRM platforms (GoHighLevel), Google Workspace (Drive, Sheets, Docs), Microsoft Excel \& Word, and Adobe DC. Key Skills: High\-speed data entry accuracy, meticulous attention to detail, proactive problem\-solving, and professional phone, email, and video communication capabilities. What You’ll DoTR King Insurance Marketing, LLC empowers independent life and health insurance agents and agencies with unbiased, fast, and responsive support that exceeds expectations to accelerate their financial growth.The Contracting Specialist is responsible for managing the end\-to\-end agent contracting, licensing, and onboarding operations, ensuring rapid carrier appointments, flawless record accuracy, and responsive agent support. Agent to Carrier Contracting: Guide agents to complete their contract paperwork. Check credentials, pay rates, and manager setups, and then submit paperwork to insurance companies to get agents approved to sell. Support \& Communication: Serve as the main contact for agents, recruiters, and insurance partners. Answer questions, resolve paperwork issues, and send follow\-ups via phone, email, and text. Record Keeping \& Tracking: Keep agent data up\-to\-date in internal systems, completing and tracking contracts along with ongoing updates like pay rates, promotions, transfers, and account changes over time. Together, We Will AchieveAs a team, we are committed to delivering world\-class, transparent support that empowers independent agents to grow their business with confidence. Your role and the work you do every day are at the very heart of our mission—eliminating administrative friction, resolving contracting bottlenecks with speed and accuracy, and serving as a trusted liaison for our agents and carriers.By approaching every interaction with empathy, taking full ownership of our metrics, and relentlessly pursuing excellence, we make the everyday lives of our agents easier, accelerate their financial success, and build a stronger, more united team together. Role Outcomes that Impact Everyone: Business Goals Accelerate Agent's Path to Income: Minimize agent onboarding friction and speed up the time it takes for agents to become appointed and ready to sell by rapidly moving agents from error\-free contract submission to active status with a writing number. Operational Accuracy: Maintain accurate information across CRM, carrier portals, and internal document repositories to eliminate contract, hierarchy, and commission payout errors. Proactive Liaison Operations: Eliminate processing bottlenecks between agents, uplines, and insurance carriers through relentless, proactive follow\-ups and transparent communication to complete agent onboarding. Position Responsibilities (Critical Accountabilities) CRM Profile Setup \& Sync: Create the agent's CRM profile and execute an accurate data transfer from the online contracting system (SureLC) to the CRM within 3 business days of submission. Hierarchy \& Compensation Alignment: Correspond with top\-of\-hierarchy leadership to assign direct uplines, commission tiers, and advancing options within 3 business days of contract processing. Pre\-Submission Contract Audit: Verify all contract information for 100% accuracy and coordinate with agents/uplines to submit any missing items or carrier requests within 3 business days of detection. Training \& Certification Verification: Confirm the completion of all mandatory carrier\-specific product training (e.g., Annuity or Long\-Term Care modules) prior to contract submission. Good\-Order Carrier Submission: Submit fully verified contracts to the appropriate insurance carrier or upline in good order within 3 business days of final verification. Pipeline Tracking: Create a dedicated task for each submitted contract to monitor progress until writing numbers and ready\-to\-sell statuses are confirmed by the carrier. Timeline Notifications: Notify agents and uplines of contract submissions and expected carrier timelines within 3 business days of submission. Active Status Onboarding Updates: Update agent tasks, CRM profiles, and Google Drive files within 3 business days of receiving writing numbers to reflect active status. Offboarding Maintenance: Process termination letters or release requests across tasks, CRM profiles, and Google Drive files within 3 business days to maintain accurate inactive records. Liaison Support: Serve as the primary liaison between agents and carriers for inquiries regarding compensation schedules, contracting, licensing, AML compliance, and SureLC via phone, email, live chat, and text message within 3 business days of receipt. Contract Modifications: Process contract change requests from leadership, uplines, or agents within 3 business days; create tracking tasks, conduct weekly carrier follow\-ups, and update systems within 3 business days of confirmation. What You'll Own: Key Performance Indicators (KPIs) In\-Good\-Order (IGO) Carrier Contract Submission Rate: ≥ 98% error\-free initial submissions. SLA Compliance Rate: ≥ 98% of tasks, database updates, change requests, and contract actions executed within the deadline set by your direct manager. Weekly Carrier Follow\-up Rate: 100% execution of weekly status checks on pending contract changes and carrier appointments. Communication Resolution SLA: 100% of agent inquiries (phone, email, live chat, text) responded to within 3 business days (targeting \<24 business hours). Database Synchronization Accuracy: 100% data consistency across CRM, Google Drive, and carrier records. What Success Looks Like in This Position 30 Days In: Complete onboarding for SureLC and CRM workflows; achieve 100% accuracy on initial profile setups while adhering to the 3\-business\-day SLA for agent communications. 60 Days In: Manage contract audits, carrier submissions, and discrepancy follow\-ups for 2 to 4 primary carriers; execute weekly change\-request checks under the guidance of your direct manager. 90 Days In: Expand contract audits, carrier submissions, and discrepancy follow\-ups across 5 to 7 carriers; maintain weekly change\-request audits with increasing autonomy. 120 Days \& 150 Days In: Independently manage contract audits, carrier submissions, and discrepancy follow\-ups while broadening proficiency across additional carriers; run weekly change\-request checks without supervisory prompts. 180 Days In and Beyond: Consistently achieve operational KPIs (≥98% IGO rate and SLA compliance), serve as a trusted liaison for agents and carriers, and embody company core values in every interaction. Company Culture \& Core ValuesOur culture is defined by eight core values that guide how we treat our agents, support our team, and approach our daily work: Unveil the Truth and Do the Right Thing: We provide complete transparency, correcting misinformation immediately. We are upfront about what we can and cannot offer, and we always choose the right path for the agent, even when it requires extra effort on our end. Be Kind, People/Agent\-Centric, and Do No Harm: We lead with empathy, kindness, and understanding. We build "everybody\-wins" solutions that put the needs of our staff, agents, and clients first to foster mutual growth. Humble Enough to Admit It, Driven Enough to Fix It: We take ownership of our mistakes without defensiveness and are immediately motivated to find and implement effective solutions. When It Gets Heavy, Lean In: Stress and challenge are inevitable. When difficult or frustrating situations arise, we lean in to improve, adapt, and evolve. When One of Us Wins, We All Win: We operate as one united team. Supporting a teammate to hit their scorecard metric is a victory for everyone. We own our individual metrics while eagerly helping others succeed. Dig for Answers, Bring Options to the Table, and Know When to Tag In the Team: When facing a problem, we research and brainstorm options first, presenting recommended solutions before escalating. If still stuck after thorough effort, we tag in teammates for support. Seek to Exceed the Bare Minimum and Pursue Excellence: We overdeliver on our promises to delight our agents and staff. When answering support questions, we don't just provide an answer, we provide full context, the "why," and complete clarity. Stay Hungry to Learn, Adapt, and Evolve: We continuously seek personal and professional growth, adapt to change, and give ourselves the space and time needed to execute what we learn. Pay: $30,000\.00 \- $34,000\.00 per year Benefits: * Paid time off Work Location: Remote