We are looking for a Contracting Representative with strong computer skills, superior multitasking abilities, and an eye for detail to add to our growing team.

Responsibilities include but are not limited to:

  • Processing licensing paperwork with insurance carriers for agents and agencies.
  • Providing overall agent support and assistance via phone calls and email.
  • Following up with insurance carriers and agents as necessary.
  • Processing contracts, and verifying agents appointment
  • Recruiting agents by initiating calls to leads provided for the purpose of introducing Keystone Advisors services and securing contracts with agents
  • Build positive relationships with new agents and further develop relationships with existing agents for the purpose of expanding contracts and sales with those agents.
  • A good phone voice combined with the ability to speak clearly and communicate well by phone for 6-8 hours per day

Qualifications include:

  • Bilingual (Spanish
  • Associate’s Degree or higher preferred, but not required.
  • Prior customer service and/or administrative experience needed.
  • Ability to multitask in a fast-paced environment.
  • Experience with Microsoft Office Suite with advanced Excel experience.
  • Effectively communicate orally and in writing.
  • Superior customer service skills.
  • Must be willing and able to work overtime, particularly in our busy season between September and December.