Contracting Administrator

The role of the Contracting Administrator is to ensure the maintenance of service levels for advisors by efficiently facilitating their contracting with insurers. The role also involves resolving issues related to advisors’ licensing and investigating and resolving inquiries related to contracting and commissions, including matters involving bonus commission rates.

Key Responsibilities

• Facilitate the completion of advisor contracting and block transfers, including buy-ins and business consolidation, with insurance carriers.
• Communicate with advisors and ensure they are regularly updated on status.
• Assume ownership of assigned files and the quality of data, including identifying any urgencies and assisting in the resolution of issues that may prevent a file from progressing through the process as quickly as possible, while understanding the downstream impacts on reporting and commissions.
• Review adv...