Contract Specialist

About EverLife Advisors

EverLife Advisors LLC is a fast-growing insurance brokerage specializing in Medicare Advantage, Final Expense, and other health and life insurance products. We support a multi-state network of agents and a high-volume sales environment. As we continue expanding, we are seeking a detail-oriented Contracting Specialist to ensure agents are properly contracted, appointed, and licensed across all carriers and states.

Position Overview

The Contracting Specialist plays a critical role in agent onboarding and readiness. This role ensures every agent has the proper licensing, certifications, and carrier appointments before selling. This is an in-office role, Monday through Friday, at our Lehi, Utah location.

Key Responsibilities

• Manage the contracting and appointment process for new and existing agents
• Submit contracting paperwork, renewals, terminations, and carrier appointments
• Ensure agents are licensed in the correct states for their sales activities
• Assist agents with NIPR updates, CE requirements, licensing questions, and documentation
• Collect and verify all required contracting documents
• Maintain accurate records of licensing, appointments, certifications, and contracting status
• Track carrier certifications such as AHIP and carrier-specific training
• Collaborate with Sales, Compliance, and Leadership to ensure agents are fully approved before selling
• Monitor expirations for licenses, E&O insurance, certifications, and appointments
• Troubleshoot carrier portal issues and assist agents through contracting platforms
• Support internal audits, reporting, and compliance reviews

Qualifications

• 1–3 years of experience in insurance contracting, licensing, onboarding, or compliance preferred
• Strong understanding of NIPR, state DOI requirements, and carrier appointment processes
• Experience with Medicare Advantage or life / health carriers is strongly preferred
• Strong organizational skills and attention to detail
• Ability to manage high-volume workloads and shifting priorities
• Excellent communication skills when working with agents and carrier reps
• Ability to interpret and submit contracting forms accurately
• Proficiency in Google Workspace or Microsoft Office
• Ability to thrive in a fast-paced, deadline-driven environment
• High level of confidentiality and accuracy

Compensation & Benefits

• Salary : $45,000–$50,000 annually (DOE)
• Health, dental, and vision benefits
• PTO and paid holidays
• Opportunities for advancement
• Supportive, growth-oriented team environment