Job Information
Brokers International Contracting Specialist in Urbandale, Iowa
We are currently seeking an experienced and driven Contracting Specialist to join our Annuity and Life departments' sales support teams. As the Contracting Specialist, you will support agent activities, including providing insight, data entry, product, and sales tool support to agents, marketers, and wholesalers. If you have a passion for customer service and are passionate about supporting sales growth, we encourage you to apply for this exciting opportunity to join our team as the Contracting Specialist.
Brokers International and our subsidiary organizations, Brokers Financial and Brokers International Mountain States work to empower financial professionals across the country with innovative solutions, support, technology, and marketing assistance so they can help more Americans effectively prepare for retirement. By joining our team, you’ll have the opportunity to work for one of the country’s largest and most experienced insurance marketing organizations, enabling you to positively impact thousands of financial professionals and their businesses.
What You'll Be Responsible For
Prepares and sorts contracting documents and identifies and interprets data to be entered. Enters alphabetic, numeric, or symbolic data from contracting documents into database following format displayed on screen and enters necessary information.
Verifies data accuracy with customers and works to answer questions, resolve inconsistencies, or retrieve missing data.
Makes necessary corrections to information entered.
Maintain accurate and up-to-date records.
Updates, manages and organizes internal files.
Sends document information, files, and data to appropriate carrier(s).
Serves as our operator overflow by taking phone calls as needed.
Desired Qualifications:
1-2 years of related experience
Strong communication and interpersonal skills
Ability to effectively prioritize and manage multiple tasks.
Self-motivated and results-driven with a strong work ethic
Knowledge of customer service principles and practices
Proficient in Microsoft Office
High school diploma or equivalent; associate's or bachelor's degree in a related field preferred.
Employee Benefits
Brokers International offers a comprehensive benefits package including PTO, paid holidays, medical, dental, retirement plan, Employee Ownership Program, employer paid short term disability, and more. We believe in a flexible work environment and have a hybrid work model for most positions. We also reward our employees’ hard work with profitability bonuses, a casual dress code, adjustable sit / stand desks, and free snacks, fruit and coffee. As an added bonus, we close every Friday at 3 p.m.
Our Culture
At Brokers International, our thriving, positive workplace culture helps drive our workforce and encourages overall employee wellbeing. We strive for an environment of inclusion while celebrating the individual creative differences embodied by all of our employees. If you want to be part of an innovative team dedicated to helping financial professionals build stronger businesses through tailored product sales, marketing, compliance and operational support, look no further.
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products with a data and technology focus. We are an omnichannel insurtech company innovating insurance with a singular purpose: to help people protect their life, health and wealth so they can make the most of what life brings. Headquartered in Dallas, Texas, Integrity is committed to making insurance simpler and more human, so everyone can plan for the good days ahead. Integrity’s 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.2 million clients annually. For more information, visit www.integritymarketing.com.