合同管理员
Contracting Administrator
合同管理员
“为家庭建立财务基础，赋能当下，传承未来。”
Experior Financial Group 正在寻找一名合同管理员加入我们不断壮大的团队！此职位将带来充满挑战和学习新技能的机会。我们希望找到一位擅长多任务处理、沟通能力和细致入微，并能以灵活性应对新情况的人选。
作为团队的一员，您将享受积极的工作环境，并成为一支重视奉献精神和热情的动态团队的一部分。我们为那些致力于追求卓越并有志于职业发展的员工提供良好的晋升机会。
职责
- 通过及时支持许可、合同和任命查询，与销售团队建立并维护牢固的关系。
- 指导和培训代理，使其了解监管、保险公司和公司要求，帮助其在整个合同过程中保持合规。
- 处理合同和任命请求，同时确保遵守保险公司、州和公司内部指南。
- 审核许可和合同文件，确保其准确性、完整性和符合州法规及公司政策。
- 与内部部门协作，解决相关问题，支持合规计划，并提供卓越的服务。
- 通过电子邮件、工单系统和电话等多种沟通渠道回应代理的咨询。
- 识别改进合同流程、工作流和技术的机会，以提高效率和代理体验。
- 根据管理层的指派，执行其他合同和行政工作。
- 要求
- 在办公室行政或 IMO 或保险公司有相关工作经验者优先。
- 具备高度的细节关注能力，保证准确性和质量。
- 可靠、值得信赖、自我驱动、积极主动，具有强烈的主人翁意识和责任感。
- 优秀的组织和时间管理能力，能够优先处理多项任务。
- 有证明的按时完成任务和在快节奏环境中管理多个优先事项的能力。
- 强大的分析、调查和解决问题的能力。
- 优秀的口头和书面沟通能力，以客户为中心。
- 熟练使用 Microsoft Office 和其他办公软件，具备快速学习能力。
查看英文原文
Contracting Administrator
"Building financial foundations for families to empower them today and leave a legacy for tomorrow.”
Experior Financial Group is looking for a Contracting Administrator to become part of our growing team! This role offers exciting challenges and opportunities to learn new skills. We are looking for someone who excels in multitasking, communication, and attention to detail, and who welcomes new situations with flexibility.
As a member of our team, you will enjoy a positive work environment and be part of a dynamic group that values dedication and enthusiasm. We offer excellent opportunities for career advancement to those who are committed and strive for excellence.
Responsibilities
- Build and maintain strong relationships with the sales team by providing timely support for licensing, contracting, and appointment inquiries.
- Guide and educate agents on regulatory, carrier, and company requirements, empowering them to maintain compliance throughout the contracting process.
- Process contracting and appointment requests while ensuring adherence to carrier, state, and internal company guidelines.
- Review licensing and contracting documentation for accuracy, completeness, and compliance with state regulations and company policies.
- Collaborate with internal departments to resolve issues, support compliance initiatives, and deliver exceptional service.
- Respond to agent inquiries through multiple communication channels, including email, ticketing systems, and phone.
- Identify opportunities to improve contracting processes, workflows, and technology to enhance efficiency and the agent experience.
- Perform additional contracting and administrative duties as assigned by management.
Qualifications
- Previous experience in office administration or within an IMO or insurance carrier is strongly preferred.
- Strong attention to detail with a high level of accuracy and quality.
- Dependable, trustworthy, self-motivated, and proactive, with a strong sense of ownership and accountability.
- Excellent organizational and time management skills, with the ability to prioritize competing tasks.
- Proven ability to meet deadlines and manage multiple priorities in a fast-paced environment.
- Strong analytical, investigative, and problem-solving abilities.
- Excellent verbal and written communication skills with a customer-focused approach.
- Proficient with Microsoft Office and other business applications, with the ability to quickly learn new software and systems.
- Ability to remain professional and composed while handling challenging situations.
- Positive attitude with a willingness to receive feedback, adapt to change, and contribute to a collaborative team environment.
- Must reside and be authorized to work in the USA.
What Experior Financial Group Inc. can offer you:
· Competitive compensation and a comprehensive total rewards package, including a 401(K) program, and group benefits coverage (health, vision, dental, and short-term disability), as well as access to mental health supports and an Employee Assistance Program.
· Growing organization with long-term career opportunities.
· Remote opportunities available.
· Ongoing training and development to help you grow your skills.
· Opportunity to work alongside experienced industry professionals and leaders.
· Collaborative, supportive team environment where your contributions are recognized and valued.
· Culture built on integrity, respect, and continuous improvement.
Pay Rate: $52,000/yr USD
The compensation range reflects a data-driven estimate of starting base pay for full-time (40 hours per week) employment. Individual pay may vary based on geographic location, job related skills, knowledge, experience, education etc.
Experior Financial Group, is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law. Reasonable accommodations will be provided to qualified individuals with disabilities upon request.
Experior Financial Group Inc. has been certified a Great Place to Work 2025-2026!
Salary: $52,000/yr USDOriginally posted on Himalayas