Carrier Contracting Specialist

Job Summary

The Carrier Contracting Specialist is responsible for managing carrier-code management and carrier contracting during mergers and acquisitions, as well as remediation of the organization's existing carrier-code inventory. The Carrier Contracting Specialist will remain the dedicated manager of the code management and carrier contracting operational responsibilities through the M&A process, as well as continued maintenance as acquisitions will continue to generate the need for dedicated ownership.

Job Functions

M&A Carrier Onboarding & Conversion Timing

- Manage the post-closing period for acquired agencies through full resolution — the phase after carrier notification that is currently under-managed, which can continue for months past system conversion

- Determine, for each acquired carrier code, whether it should be combined, folded into an existing branch code, closed, or retained, accounting for pre-existing INSURICA carrier relationships, geographic or volume constraints, and download-activation timing at conversion

Portal Access & Banking

- Obtain and manage carrier portal administrator access, statements, logins, [banking details], and appropriate user permissions for each code

- Navigate carrier-specific access requirements, including carriers that require separate named users per producer code or reject shared/corporate email addresses

- Resolve access gaps that prevent direct-bill and accounting staff from retrieving supporting statements even when revenue has already been recorded

- Manage, through outsource vendor, individual user access changes tied to hires, departures, and terminations, including replacing access left behind by terminated employees' logins in a timely manner

Legacy Code Cleanup

- Continue and extend through outsource vendor code-collection efforts, resolving the agency-specific judgment calls (combine, fold in, close, retain) that require carrier-agency knowledge outsource partner could not provide, and reaching branches not yet fully covered

- Correct inactive codes, incorrect names, outdated addresses, and codes associated with the wrong tax IDs

- Coordinate with Accounting and branch operations leaders to collect and validate carrier-code information across all branches

- Prevent downstream operational consequences of poor code management — restricted product availability, misrouted service documents, delayed quoting and binding, and coverage gaps

Aggregator Transitions

- Manage the transition of carrier codes from aggregators to markets with direct appointments, including coordinated carrier contracting, code changes, user access, and follow-up through completion

- Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions

- Participate in seminars and other training to maintain required licenses and for knowledge and skill development

Additional Responsibilities

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.

Qualifications

Job Requirements

- 5 – 7 years of previous insurance industry operations experience preferred

- 3 – 5 years of previous mergers/acquisitions/system conversion experience preferred

- 3 – 5 years of previous carrier relationship/portal administration/contracting experience, in an insurance agency or brokerage environment, preferred

- Bachelor's degree in Business or other related discipline preferred

Knowledge, Skills, and Abilities

- Strong working knowledge of agency back-office operations and carrier-agency terminology, including when to combine, fold in, or close carrier codes

- Familiarity with carrier-specific access policies (named users, producer-code-level logins, email requirements) a plus

- Strong diligence and follow-through; comfortable persisting through carrier requirements and multi-step, cross-team processes

- Ability to work independently and take ownership of ambiguous, cross-functional problems without needing every task assigned

- Comfortable working in a fully remote location, while coordinating closely with Operations, M&A, Accounting, and branch leadership

- Ability to work within a fast-paced, changing priority environment

- Self-motivated, with the initiative to prioritize and be self-directed

- Regular and punctual attendance is required

- Ability to communicate effectively, both verbally and in writing

- Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels

- Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies and the Agency

- Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

Work Conditions

- Ability to perform approximately 90% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently

- Ability to lift up to 20 pounds, occasionally

- Requires operation of a computer workstation, including keyboard and video display

- All requirements may be modified to reasonably accommodate physical or mental impairment