Contracting Representative

We are looking for a Contracting Representative with strong computer skills, superior multitasking abilities, and an eye for detail to add to our growing team.

Responsibilities include but are not limited to:

• Processing licensing paperwork with insurance carriers for agents and agencies.
• Providing overall agent support and assistance via phone calls and email.
• Following up with insurance carriers and agents as necessary.
• Processing contracts, and verifying agents appointment
• Recruiting agents by initiating calls to leads provided for the purpose of introducing Keystone Advisors services and securing contracts with agents
• Build positive relationships with new agents and further develop relationships with existing agents for the purpose of expanding contracts and sales with those agents.
• A good phone voice combined with the ability to speak clearly and communicate well by phone for 6-8 hours per day

Qualifications include:

• Bilingual (Spanish
• Associate’s Degree or higher preferred, but not required.
• Prior customer service and/or administrative experience needed.
• Ability to multitask in a fast-paced environment.
• Experience with Microsoft Office Suite with advanced Excel experience.
• Effectively communicate orally and in writing.
• Superior customer service skills.
• Must be willing and able to work overtime, particularly in our busy season between September and December.