[Hiring] Carrier Contracting Specialist @INSURICA, Inc

Role Description

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  • Correct inactive codes, incorrect names, outdated addresses, and codes associated with the wrong tax IDs.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

Qualifications

• 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.

Requirements

• 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.