Administrative Contracting Coordinator

Company Overview

Insurance Advisors Direct is a leading national insurance brokerage organization dedicated to providing top-tier life and health insurance solutions. We focus on recruiting, training, and supporting insurance agents to excel in selling retirement and health products, fostering a culture of growth and client-centric service. This position is NOT sales or marketing, but in-house administrative work.

Key Responsibilities

Agent Contracting & Appointments

• Process incoming contracting requests from agents and internal staff.
• Send contracting packets/forms for various life and health insurance carriers.
• Review completed contracting documents for accuracy and completeness before submission.
• Submit contracting to carriers and track progress through completion.
• Maintain ongoing communication with carrier representatives.

Follow-Up & Communication

• Contact agents regarding missing information, outstanding requirements, or necessary corrections.
• Send reminders to agents for incomplete or pending contracting items.
• Provide general agent support, including answering questions and directing them to the correct resources.

Tracking & Documentation

• Log contracting requests and completed appointments in company systems (CRM, Zoho, trackers, etc.).
• Maintain accurate digital records for all agent appointments and contracting files.
• Ensure compliance with carrier-specific guidelines and state regulations.

Reporting & Administrative Operations

• Generate internal reports as needed (contracting status, outstanding items, production summaries, etc.).
• Assist with general administrative tasks including scanning, uploading, filing, and form preparation.
• Monitor office supply levels and submit supply orders when needed.
• Assist with various operational projects as directed by management.

General Support Duties

• Provide day-to-day support for agents, including basic troubleshooting and answering administrative questions.
• Coordinate with other departments to help maintain smooth workflows.
• Represent the administrative team with professionalism, accuracy, and reliability.

Qualifications

• Experience in insurance contracting, licensing, or administrative work preferred but not required.
• Strong attention to detail and accuracy in data entry.
• Clear written and verbal communication skills.
• Ability to manage multiple tasks, prioritize effectively, and meet deadlines.
• Proficiency with Microsoft Office; experience with Zoho CRM is a plus.
• Ability to work independently and collaboratively.

Work Style & Traits

• Highly organized with strong follow-through.
• Proactive and dependable, with a strong sense of ownership.
• Comfortable working with repetitive processes while maintaining accuracy.
• Resourceful, solution-oriented, and committed to supporting both agents and internal staff.

Job Type: Full-time

Pay: $ $24.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Work Location: In person