Kuvare is a growth-oriented insurance platform that delivers diversified annuities, life insurance, and supplemental products to the middle-income and mass-affluent consumer segments through its acquisition-led growth strategy. Kuvare provides proven capabilities, strategic support, substantial resources, and patient capital to help insurance companies pursue and achieve sustainable growth opportunities. With its patient capital, Kuvare targets differentiated annuity and life insurance companies to bring into its family of brands.
Summary/Objective
This role supports the sales initiatives of Kuvare Companies by providing exceptional support to agents throughout the sales and contracting process. This role is a critical partner with our Third-Party Administrator (“TPA”) and Operations team. The Contracting Specialist will be responsible for the contracting function at the Home Office, ensuring New Business is processed in a timely manner with the TPA. This role also includes responding to agent inquiries and supporting the Sales team with escalated contracting requests.
Duties & Responsibilities:
- Review contracting paperwork received for completeness
- Perform review of license applications, appointment requests, product training and requirements
- Perform timely submission of license and appointment requests
- Input requirements into database and review for accuracy
- Submit and review background checks for agents
- Respond to inquiries received regarding agent licenses and appointments
- Send follow up notices to agents and independent marketing organizations (“IMOs”) until licensing requirements are completed
- Respond to escalated issues and requests from agents and IMOs
- Work with Operations team on contracting issues related to submitted business
- Work with advisors and IMOs on escalated cases
- Monitors and works licensing mailbox for timely resolution
- Mail out agent appointment and termination letters
- Support Business Partner Specialists with daily tasks as needed
- Performs other duties and responsibilities as assigned
- Work on additional tasks/projects as assigned by supervisor.
Management retains the discretion to add or change the duties of the position at any time.
Experience:
- Bachelor’s degree or 1-3 years of life and health insurance contracting experience preferred
- Outstanding customer service skills
- Excellent time management and organizational skills
- Excellent communication skills – both written and verbal
- Proficient in Microsoft applications (Word, Excel, PowerPoint)
- Ability to troubleshoot technology issues of agents
Skills/Competencies:
- Knows when and what to escalate issues
- Strong verbal and written communication skills
- Detail oriented, problem-solving skills
- Organization and planning skills
- Ability to work with multiple levels in an organization
Physical Demands:
- Normal office working environment
- Occasional evening and weekend hours to meet deadlines
- Ability to sit for extended periods of time
- Ability to type / perform data entry
- Ability to read from a computer screen and paper reports
- Express ideas and otherwise communicate with the spoken word
Upon request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Kuvare company is an equal opportunity employer that makes hiring decisions based on merit, qualifications, and the business need. We are dedicated to a policy of nondiscrimination in employment on any basis including age, sex, color, race, creed, national origin, religious persuasion, marital status, political belief, or disability that does not prohibit performance of essential job functions. We encourage all qualified candidates to apply.