Senior Contracting Operations Specialist

Denver, CO / Remote in CO, CT, CA, NY, TX, MA, GA, UT, IA, DC, KS, VT, or IL

Be part of our foundational team by helping build AgentSync’s Licensing and Contracting Operations!  This is not your typical Customer Success role. Customer-obsessed heart with a Product-obsessed mindset?  Agile-savvy? Natural problem-solver? High EQ and IQ? Let’s chat!

AgentSync’s Customer Success team will be our fastest growing organization for the foreseeable future.  That means, by definition, rapid upward career trajectory and unlimited lateral career mobility opportunities. The Contracting Operations team is on the frontline working with our most valuable asset – our beloved customers.  Our customers have invested their time, resources, and trust in us, and our Contracting Operations team gets hands-on with customers to be sure they are successful, happy, and feel as deeply a part of our product building journey as we know they are. As a Licensing & Contracting Operations Specialist, you will own the lifecycle of onboarding new customers and continued Carrier maintenance.

What you’ll do:

• Work closely with the implementation team and Director of Contracting Operations to onboard new insurance distributor customers
• Prepare customer and Carrier data for conversion to the AgentSync licensing and contracting platform
• Review, analyze and map insurance Carrier paperwork and data to AgentSync licensing and contracting platform 
• Test and troubleshoot appointment paperwork, requirements and workflows 
• Maintain insurance Carrier rules and regulations to ensure agent appointments are completed fully and accurately
• Compose and relay communication to clients to resolve any discrepancies and/or inquiries related to AgentSync contracting platform
• Provide support and training to onboarded customers 
• Troubleshoot and communicate user issues and work with IT team to resolve
• Collaborate closely with insurance Carriers to acquire and maintain up-to-date licensing and appointment paperwork and requirements
• Provide clear communication and transparency with Contracting Operations Director and clients on published carrier contract changes

Your experience:

• 5+ years direct licensing and contracting experience within the life insurance and/or annuity industry at the BGA/FMO/IMO and/or Carrier level
• Deep industry knowledge as it relates to agent appointments, licensing and contracting requirements and processes, independent marketing distributors and insurance Carriers, particularly related to life insurance and annuity industry
• Demonstrate strong technological intuitiveness
• Strong attention to detail and accuracy
• Robust analytical, problem-solving and reasoning skills
• Able to manage multiple projects simultaneously with cross-functional teams and changing priorities
• High-energy, team-first attitude: motivated to work flexibly and collaboratively in a fast-paced, ever-changing environment to help our growing business

We encourage you to apply even if you don’t meet every requirement listed here. We know that every person has unique strengths, and we focus on hiring for those strengths, rather than looking for someone who meets every bullet point listed.

About us:

AgentSync is a powerful, easy-to-use Compliance as a Service solution, directly integrating regulatory database sources of truth (i.e. NIPR, FINRA) with core business systems (i.e. Salesforce) so we can automate the critical business processes associated with these compliance requirements.

We’re a new-school solution tackling an age-old, ubiquitous problem with smart technology and  automation in a market full of inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc.

Salary: 

In accordance with Colorado law, the following represents AgentSync’s reasonable estimate of the range of possible compensation for this role, if hired in Colorado.

$70K - $95K

Additionally, this role is eligible to participate in AgentSync’s equity programs.

100% Company Paid Healthcare Insurance (for you and any dependents)

• Medical
• Dental
• Vision
• Parental leave and return to work childcare stipend

Financial Benefits

• 401(k) retirement savings plan

Other Benefits

• Unlimited PTO
• 12 paid holidays per year