Contracting Specialist

Western Asset Protection

Scottsdale, AZ

About Western Asset Protection

Western Asset Protection, an Integrity company, is a leading field marketing organization and professional brokerage firm headquartered in Phoenix, Arizona. They provide thousands of independent insurance professionals access to a portfolio of strong Medicare Supplement and Medicare Advantage products, proprietary software platforms, expert business strategies and acclaimed training nationwide. Their strategic partnerships with national health plans empower their team to better serve agents and improve distribution channels.

Job Summary

The Contracting Specialist II is responsible for supporting agents and agencies in contracting with various health, life, and annuity insurance carriers. This role manages electronic documents, ensures accurate and timely filing, and maintains data integrity across CRM and proprietary systems. The specialist works closely with agents, agency partners, sales teams, and internal departments to facilitate effective working relationships and ensure compliance with regulatory guidelines.

Key Responsibilities

• Review agent contracts for accuracy, obtain necessary information, and submit completed contracts to appropriate insurance carriers.

• Prepare, sort, and enter contracting documents/data into business platforms (e.g., SureLC, AgencyBloc) and maintain agent profiles.

• Coordinate closely with Sales, New Business, and Commission teams to ensure efficient business operations.

• Provide agents with CE, licensing, and product training resources.

• Act as a licensing and contracting resource for staff; cross-train on New Business and assist as needed.

• Review and process applications for completeness; order initial requirements for application processing.

• Communicate case status clearly and regularly to agents.

• Work directly with insurance carriers to ensure timely and accurate processing.

• Assist agents/advisors with new business underwriting processing questions.

• Serve as operator overflow by taking phone calls as needed.

• Perform other duties as assigned.

Knowledge, Skills, and Abilities

• Bachelor’s degree in relevant field or equivalent experience

• 0-2 years of data entry or related experience preferred.

• Strong attention to detail and organizational skills.

• Excellent time management; ability to prioritize and manage multiple tasks in a fast-paced environment.

• Proactive, positive, and professional attitude; strong communication and interpersonal skills.

• Ability to work independently with minimal direction and maintain confidentiality.

• Demonstrated initiative, adaptability, and flexibility.

• Ability to coordinate and track multiple activities, ensuring goals and SLAs are met.

• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook) and business platforms (e.g., SureLC, AgencyBloc).

• Knowledge of contact management systems, spreadsheet, and word processing software.

• Customer service orientation and ability to resolve issues promptly.

Benefits Available

• Medical/Dental/Vision Insurance

• 401(k) Retirement Plan

• Paid Holidays

• PTO

• Community Service PTO

• FSA/HSA

• Life Insurance

• Short-Term and Long-Term Disability

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.