Contracting & Appointment Specialist

Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place.

Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers

ESSENTIAL FUNCTIONS

55% Processes new agent contracts and appointments, which includes: 

• Reviewing contracting and appointment paperwork for completeness;
• Notifying agents and/or recruiters of missing paperwork;
• Ordering and reviewing background reports;
• Verifying compliance with federal and state regulations and company guidelines;
• Building and maintaining records and contracts;
• Reviewing hierarchy to ensure it is set up correctly to pay commissions correctly;
• Processing appointments according to procedures of 50 jurisdictions; and
• Working with other departments on correct coding to policy applications.

40% Provides customer service internally and externally regarding appointments and contracting, which includes:

• Notifying agents and/or recruiters of pending requirements;
• Communicating with producers to obtain additional information of a sensitive nature (bankruptcy documents, criminal information, etc.);
• Completing and mailing contracts;
• Responding to inquiries and requests on status and contracting procedures and guidelines;
• Explaining regulatory changes to producers and internal customers; and
• Researching and resolving problems.

5% Performs other functions, which includes:

• Assisting with and participating in team functions and events for the agent and new business administration department;
• Assisting in special projects and other related duties as requested; and
• Serving as a member of various committees and implementation teams.

The list of essential functions is not exhaustive and may be substituted as necessary.

EXPERIENCE AND SKILL REQUIREMENTS

• Two to five years of office experience. 
• Ability to type 40 words per minute.
• Professional oral and written communication skills.
• Consistent and reliable attendance is an essential function to this position. 
• Problem-solving skills, analytical thinking, and decision-making ability.
• Execute tasks with detail and accuracy.
• Work independently with a minimal amount of supervision.
• Ability to prioritize and organize multiple tasks and deadlines.
• Talent required in values, work intensity, achiever, positivity, resourcefulness, command, relationship, and exactness.

EDUCATION AND CERTIFICATION REQUIREMENTS

• Associate degree, trade school certification or equivalent required.

PHYSICAL AND WORK SCHEDULE REQUIREMENTS

• Ability to work 40 hours within flex-time guidelines required.
• Some overtime may be required to complete job functions.
• Hybrid position based in Lincoln, NE. Requires three days per week onsite and provides a hybrid schedule with two remote workdays, if desired.