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Carrier Contract Specialist

Company: Patriot
Location: Dublin
Posted on: January 21, 2023

Job Description:

ABOUT PATRIOT:Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. Our collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriot's unique equity model creates alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated associates. With 100+ offices in 23 states and more than 1,700 professionals, Patriot is a top 60 U.S privately held insurance agency that ranks in the top-20 amongst privately held employee benefits agencies.

OVERVIEW: We are seeking a Carrier Contract Specialist to support the Carrier Contracting Team of a national, rapidly growing insurance broker. The ideal candidate will have excellent organizational skills, high attention to detail, the ability to prioritize multiple deadlines and the ability to work effectively and autonomously with minimal supervision. Prior experience in the insurance industry (at an insurance carrier and/or insurance broker) is preferred, but not required.

RESPONSIBLITIES (include but are not limited to):

  • Partnering with the Manager, Carrier Administration with all tasks and duties related to the Carrier Contract Transition Process for newly acquired Patriot agencies
  • Contacting carriers about their appointment and book roll process
  • Gathering and completing carrier appointment paperwork
  • Responding to questions from and assisting agencies with carrier portal logins, commissions, communications, and proactive problem solving with local/national carrier representatives
  • Assisting agencies with new carrier appointments or BORs
  • Assisting with onboarding and integration of new acquisitions with carrier process
  • Maintaining internal spreadsheets and documentation related to the carrier contract transition process and assisting in overall organization of internal process
  • Reporting out progress to agencies and corporate team
  • Assisting with gathering and collating materials for webinars and presentations
  • Other tasks as assigned


    • Bachelor's degree required
    • Insurance industry experience preferred but not required
    • Maintain professional demeanor and focus on objectives of overall project with all partners
    • Clearly and concisely articulate ideas, opinions, and information, in spoken and written form
    • Ability to work effectively and autonomously with minimal supervision
    • Ability to adapt behavior in dealing with changing situations and people
    • Ability to adjust priorities in response to unanticipated events
    • Ability to manage a variety of projects in an organized manner
    • Ability to work efficiently and quickly, while maintaining good work product
    • Ability to handle confidential and sensitive issues with maturity and professionalism
    • Excellent time management and organizational skills
    • Excellent interpersonal skills and the ability to work effectively with employees and stakeholders at all levels


      Patriot offers the opportunity to be a part of a fast-growing company at its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

      In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

      • Medical, Dental and Vision Benefits
      • Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
      • Company paid Short-Term Disability, Long-Term Disability and Group Term Life
      • Company paid Employee Assistance Program
      • Paid Parental Leave
      • Paid holidays
      • Personalized PTO
      • 401 (k)
      • Flexible Schedule
      • "Dress For Your Day" Casual Dress Code

        Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

        This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy: Patriot's EEO and DEI Policy

Keywords: Patriot, Bethlehem , Carrier Contract Specialist, Other , Dublin, Pennsylvania

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