Contracting & Onboarding Specialist (28187) - Dahl Consulting : Job Details

We are seeking a detail orientated and service minded individual to join our organization to support agents with a focus on contracting and licensing processing! Dahl Consulting is currently partnering with a leading company. We work one-on-one with great candidates to help connect them with local employment opportunities. This company is hiring a Contracting & Onboarding Specialist for a contract-to-hire position. Interested? Get more details below!

• Worksite Location: Coon Rapids, MN
• Compensation: $25.00-$30.00 per hour

What you'll do as the Contracting & Onboarding Specialist:

• Assist Agents/Advisors by processing contracting requests with various Health, Life, and Annuity Carriers
• Learn and maintain an expert level of knowledge of SureLC, AgencyBloc, Smartsheets, DocuSign and other business platforms
• Set up agent contracting profiles in SureLC and AgencyBloc and maintain accurate data in business platforms
• Set up and maintain carrier forms and hierarchies
• Coordinate closely with Sales, New Business, and Commission teams to keep business moving efficiently
• Know and understand carriers and state level requirements for licensing and contracting
• Provide agents with CE, licensing, and product training resources
• Act as a licensing and contracting resource for staff
• Communication with Agents regarding contracting status on a regularly scheduled basis
• Develop and innovate strategies and resources to improve the contracting and onboarding experience for IFC agents
• Collaborate with carrier representatives to learn their contracting processes, develop an understanding of their resources available, and monitor contracting status
• Develop and maintain resources that can be shared with agencies and agents in complicated contracting situations to track and communicate progress and needed items

What you'll bring to the Contracting & Onboarding Specialist role:

• Bachelor's Degree or equivalent experience
• Experience in a multi-carrier insurance agency environment
• Proficient user of Microsoft office tools including Word, Excel, PowerPoint, Outlook
• Exceptional written, verbal, and interpersonal communication skills with a professional demeanor
• Detail oriented with excellent attention to details and strong organizational skills
• Excellent time management skills with the ability to think proactively and prioritize work engagements
• Able to take direction and consistently follow through on multi-step project/procedures
• Ability to maintain confidential information and adhere to company policies and work rules

Dahl Consulting is proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your family's needs. For details, please review the DAHL Benefits Summary: