Contracting Specialist

Are you detail-driven, organized, and energized by keeping things moving? If you enjoy building relationships, solving problems, and being the person who gets Financial Services Professionals ready to do business, this could be a great fit.

Gradient Financial Group is a financial services organization with twelve specialized entities, including Gradient Insurance Brokerage, which provides life and annuity solutions to Financial Services Professionals. As a Contracting Specialist, you’ll handle the contracting process for existing Gradient FSPs with annuity and life insurance carriers, including insurance licenses, E&O insurance, direct deposit information, and address changes.

What You’ll Do

• Contract existing Gradient Financial Services Professionals (FSPs) with annuity and life insurance carriers
• Manage the full contracting process, including insurance licenses, E&O insurance, direct deposit information, and address changes
• Provide up-to-date contract status to internal customers through CL status
• Send contracts out within the timelines given
• Answer internal and external stakeholders’ emails with questions and concerns, in accordance with published service level agreements
• Develop a working understanding of individual carrier and state requirements, and escalate questions to the Senior Contracting Specialist as needed
• Perform other duties as assigned

What You Bring

• High School Diploma or GED – Required
• Prior experience in the annuity and/or life insurance industry – Preferred
• Strong attention to detail and the ability to review work for accuracy
• Ability to manage multiple priorities, meet close deadlines, and adjust to changing priorities
• Ability to communicate effectively, both orally and in writing, with internal and external stakeholders
• Ability to work independently and collaborate in a team environment
• Willingness to consider multiple perspectives, including those of Financial Services Professionals and other Gradient companies

Our Benefits

• Competitive compensation and comprehensive benefits
• 4 weeks of accrued PTO, plus 9 paid holidays
• Medical, dental, vision, life insurance, and 401(k)
• 8 hours of paid volunteer time off (VTO)
• Ability to work in-office four days per week with one remote workday
• Ongoing professional development and training
• A collaborative team that values expertise, initiative, and growth

Why You’ll Love Working Here
At Gradient, we set high expectations, but we back them with support, collaboration, and opportunities to grow. If you’re positive, driven, and enjoy working alongside motivated teammates, you’ll feel right at home. https://www.careers.gradientfinancialgroup.com/