Offer summary

Qualifications:

Strong computer proficiency and ability to navigate multiple platforms quickly., Previous experience in insurance contracting or licensing support preferred., Excellent written and verbal communication skills., Highly organized and detail-oriented, capable of managing multiple files simultaneously..

Key responsibilities:

Manage and expedite the contracting process for insurance agents with major carriers.

Use AI tools to assist agents in completing quizzes and tests as permitted.

Track and organize each agent's contracting progress using Go High Level CRM.

Communicate effectively with agents and the internal team regarding any roadblocks or updates.

Job description

This is a remote position.

Job Highlights:

Contract: Independent Contractor
Schedule:

Total hours: 40 hours per week or 8 hours per day
Monday - Friday
9:00 AM - 6:00 PM New Jersey time
With 1 hour unpaid break in between

Client time zone: New Jersey, USA - EDT

Company Overview:

The client operates an insurance agency with a call center environment. They focus on selling Medicare Advantage policies. Their current process involves insurance agents taking inbound calls directly from potential customers who have seen ads on platforms like Facebook or television.

About the job:

The Contracting Specialist will support our insurance agents by managing and expediting the contracting process with major carriers. This person must be tech-savvy, highly organized, and able to assist agents by completing contracting quizzes, forms, and requirements on their behalf (where allowed), while clearly communicating any remaining tasks the agent must complete themselves.

Responsibilities:

Navigate carrier portals quickly and efficiently to complete agent contracting tasks.
Use AI tools to assist in completing quizzes and tests for agents where permitted.
Communicate effectively with agents to inform them of pending items and assist with next steps.
Track and organize each agent's contracting progress using Go High Level CRM.
Map out the entire contracting workflow for each agent and provide regular updates.
Communicate with the internal Golden Bridge team regarding any roadblocks, delays, or issues that arise during the contracting process.
Maintain a high level of accuracy and confidentiality in all documentation and submissions.

Requirements

Strong computer proficiency, with the ability to move quickly between platforms and tools.
Previous experience in insurance contracting or licensing support preferred.
Excellent written and verbal communication skills.
Highly organized and able to manage multiple agent files simultaneously.
Comfortable using AI tools (e.g., ChatGPT) to expedite tasks.
Familiarity with CRM systems (experience with Go High Level is a plus).
Must be proactive, detail-oriented, and able to work independently.
Perform ad hoc administrative tasks as needed to support the evolving contracting process.
Must have a professional and supportive demeanor with agents and internal team members.

Performance Expectations:

Quick turnaround times for agent contracting processes.
Clear and consistent tracking of agent progress and outstanding items within Go High Level.
Proactive communication about roadblocks or delays to the internal team.
Effective follow-up and support to ensure agent contracting success.

Benefits

Independent Contractor Perks:

Permanent work from home
Immediate hiring
Steady freelance job

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

ZR_24088_JOB

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