Insurance Contracting Admin – Life, Health, Annuities, Medicare

Dallas, TX

Full Time

Level Four Insurance Agency

Mid Level

Our Team is growing, and we need you!

Come be a part of this disruption in the financial services marketplace!

By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.

We offer:

Casual Work Environment
Generous Paid Time Off
Flexible Work Schedule
Great Benefits
And More…

Come take your career path to the next level!

The Insurance Contracting Admin plays a critical role for Level Four Insurance Agency by working to secure and validate agent licenses, contracts and appointments for all of our lines – Life, Health, Annuities & Medicare. They are responsible for gathering all necessary requirements to establish contractual relationships between agents and carriers. This position requires a Data Entry Superhero; in other words, a Critical Thinker – someone who can spot unusual information and pivot or ask questions accordingly; someone who understands the importance of the data being processed and how each element impacts the agent, the client and our Agency.

Essential responsibilities and tasks of the Insurance Contracting Admin are:

Validate producer license
Work with producer to complete carrier contracts
Help producer locate all AML and CE requirements needed for appointment
Work with the carriers to complete appointments on a timely basis
Document and communicate details of appointment once complete
Respond to all requests for information from both Advisors and Carriers in a timely manner
Additional duties as required

Successful Insurance Contracting Admin candidates will have:

Required

Proficiency in the Microsoft Office Suite of products
Excellent oral and written communication skills
Strong organizational skills and impeccable attention to detail
Proactive and professional communication skills

Preferred but not required

Knowledge of Insurance Contracting processes
Knowledge of Surance Bay
Knowledge of Agency Integrator

Apply for this position

Required*

Apply with Indeed

First Name*

Last Name*

Email Address*

Phone*

Address

Resume*

We've received your resume. Click here to update it.

Attach resume or Paste resume

Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

This position will work from our Corporate Office in Dallas, TX. Are you able to commute to this location?*

Please list any insurance administration/processing experience you have. If none, please answer "N/A."*

Please list all your current FINRA/SEC Licenses. If none, please answer "N/A".*

Please list all your current Insurance Licenses. If none, please answer "N/A".*

Based on this role and your skills and experience, what are your salary expectations for this role?*

Are you authorized to work in the United States without sponsorship?*

The following questions are entirely optional.

To comply with government Equal Employment Opportunity and/or Affirmative Action reporting regulations, we are requesting (but NOT requiring) that you enter this personal data. This information will not be used in connection with any employment decisions, and will be used solely as permitted by state and federal law. Your voluntary cooperation would be appreciated. Learn more.

Gender

Race/Ethnicity

Human Check*

Submit Application

Level Four Group, LLC

Level Four offers a variety of career opportunities to job seekers who are looking to foster their professional growth.

Insurance Contracting Admin – Life, Health, Annuities, Medicare

Apply for this position