Our Contracting team is growing! We are looking to add Bilingual Spanish Contracting Representative that has strong computer skills, superior multitasking abilities, and eye for detail. The role is ideal for a person who is looking to be a part of an amazing results driven team who is also process orientated and looking to make an impact. Keystone Advisors is a full service marketing agency aligned with Top Carriers to provide our partners and clients a broad and competitive portfolio. We are dedicated to our agent partner's success and development in the insurance market space.
Our contracting team is there to support our partners every step of the way. Whether we are helping to add new products to their portfolio, renewing license, carrier certifications, carrier questions - we are here to help ensure they're successful. You'll be directly assisting our partners across all markets ensure they are ready to grow their business and leading a team of amazing contracting reps.

Responsibilities include but are not limited to:

  • Processing licensing, contracting, and appointment information with various insurance carriers for agents and agency partners.
  • Providing overall agent support and assistance to our agents via phone calls and email.
  • Following up with insurance carriers and agency/agents as necessary.
  • Build positive relationships with new agents and further develop relationships with existing agents for the purpose of expanding contracts and sales with those agents.
  • Recruiting agents by initiating calls to leads provided for the purpose of introducing Keystone Advisors services and securing contracts with agents
  • Perform ad hoc duties as requested.

Qualifications include:

  • Bilingual (Spanish).
  • Associate’s Degree or higher preferred, but not required.
  • Ability to multitask in a fast-paced environment.
  • Strong attention to detail.
  • Operationally driven and results orientated.
  • Experience with Microsoft Office Suite with advanced Excel experience.
  • Excellent interpersonal communication and presentation skills.
  • Superior customer service skills.
  • Must have a roll up your sleeve’s mentality and attitude.

We're always looking for talented people to join our growing team! We are proud of our work and wouldn't be successful without our awesome team of dedicated people. At Keystone Advisors, we value Integrity, Team Work, Tenacious, Competitive, and Customer Centric. Join our team today!