Administrative Contracting Specialist

Financial Grade is looking for an upbeat individual who is hardworking, reliable, and committed to doing their best every day!

We have been around for over 15 years but still have the family-business feel! There is MUCH opportunity for growth and development.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Completing contracting for all internal and external Agents.
• Ensuring all in-house Representatives are licensed and licenses are up to date.
• State Appointment maintenance and submission for internal and external Agents and all Carriers.
• Acquiring new state licenses as needed.
  
• Ensuring all internal Representatives and Agencies have completed certifications yearly.
• Assisting external aAents with certifications and follow up to ensure completion.
• Following up on lead inquires.
• Processing Agent enrollment applications.
• Providing excellent Customer Service by answering incoming Agent calls & emails in a professional and timely manner as the point person for all Agent questions, concerns and problems .
• Agent recruiting; contacting current and prospective Agents for contracting with our organization.
• Working closely with President to develop and maintain relationships with Carriers.
• Act as the first point of contact with Agents and partnerships to develop sales initiatives to drive FG business.
• Facilitate and maintain positive relationships with FG Agents and GA's to promote their business; weekly conference calls, explain FG opportunities, and provide high touch service.
• Point person for Health Underwriter Associations; organizing participation in events, advertising, sponsorship and promotion of events to Agents.

• Communicating updates from Carriers and scheduling trainings.
• Continuously updating contracting training manuals.
• AHIP, Carrier Certification, and Continuing Education monitoring/tracking for internal and external team.
• Conducting webinars, small group and one-on-one training sessions with internal and external team.
• Attending Agent training and recruiting events (on occasion), representing the company and obtaining new relationships.
• Multitasking daily; being able to accomplish multiple projects at a time whether ongoing or deadline project.
• Keeping an organized activity log utilizing CRM
• Back up to all Admin duties, including answering incoming calls and fielding appropriately.

Requirements

• Bachelor's degree or 5 years of administrative/clerical and/or contracting experience
• Experience with CRMs
• Excellent phone presence
• Excellent command of written and spoken English
• Professional and personable demeanor
• Highly organized

• Detail-oriented
• Proficiency with all MS Office applications
• Excellent multi-tasker
• Eagerness to learn new tasks and grow with the company
• Initiative to take on additional responsibilities
• Open and enthusiastic about coaching
• Maintains a sense of urgency with all tasks

Benefits

• Competitive base pay based on experience, and bonuses
• Health insurance including Dental, Life, and Vision
• Paid parking
• 401k Match and Profit-sharing
• Sick Time & Vacation time off
• Paid holidays
• A Positive work environment in the heart of La Jolla Cove! Walk to the beach on your lunch!
• Corporate Wellness Program with a discounted gym membership
• Flexible schedule
• Professional development assistance
• Referral program
• Retirement plan

APPLY TODAY!

Financial Grade & My Senior Health Planis an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, gender, sexual orientation, gender identity, gender expression, transgender, pregnancy, marital status, national origin, ancestry, citizenship status, age, disability, protected Veteran Status, genetics or any other characteristic protected by applicable federal, state, or local law.

*All offers of employment are contingent upon successfully passing a pre-employment drug test and background check.

Financial Grade & My Senior Health Plan* participates in E-Verify.*

Job Types: Full-time, Part-time

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay