Insurance Contracting Admin

Dallas, TX

Full Time

Level Four Insurance Agency

Entry 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 Contracting Associate works to secure and validate agent licenses, contracts and appointments. Responsible for gathering all necessary requirements to establish contractual relationships between agents and carriers.

Essential responsibilities and tasks of the Contracting Associate:

Validating producer licenses
Working with producers to complete carrier contracts
Helping producers locate all AML and CE requirements needed for appointments
Working with the carriers to complete appointments on a timely basis
Documenting and communicating details of appointment once complete
Responding to all requests for information from both Advisors and Carriers in a timely manner
Additional duties as required

Successful Contracting Associate 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
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

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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".*

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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

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