Contracting Integration Specialist
Job Description
This role will be responsible for coordinating and managing the end-to-end transition of distribution agreements from newly acquired entities under the parent company’s contract. The Contract Integration Specialist will oversee contract assignments, entity updates, and re-executions while working with with internal departments and external partners to ensure seamless integration, compliance, and operational efficiency throughout the acquisition process.
HOURS: Full-Time
DURATION: Direct Hire
WORKPLACE: 100% remote in the United States. May require occasional travel to corporate locations and collaboration across multiple time zones.
PAY: $65,000 to $80,000 base salary depending on experience
BENEFITS: Full comprehensive benefits package including medical, dental, vision, and PTO.
Responsibilities:
Manage the end-to-end transition of distribution agreements for newly acquired entities
Work as the primary point of contact for contract conversions and upline changes
Develop and maintain project plans, timelines, and implementation checklists for each acquisition
Track large volumes of contracts through assignment, entity updates, and re-execution stages
Coordinate with internal departments including Operations, Legal, Compliance, Sales, and Licensing
Partner with external stakeholders, including carriers, producers, and acquisition partners
Ensure accurate and complete contract documentation within Salesforce
Maintain dashboards, trackers, and status reports related to contract integration progress
Support post-integration audits and reviews to confirm contract accuracy and completeness
Recommend and implement process improvements for future acquisition integrations
Qualifications:
Bachelor’s degree preferred
Minimum 3+ years of experience in project coordination, insurance operations, contract administration in life insurance industry is required
Experience with post-acquisition integration or high-volume operational workflows strongly preferred
Strong project management and organizational skills
Exceptional attention to detail with the ability to manage large volumes of contracts and documentation
Excellent verbal and written communication skills
Ability to collaborate effectively across multiple departments and stakeholders
Advanced proficiency in Microsoft Excel, Salesforce, and project management platforms such as Monday.com
Life insurance industry experience strongly preferred
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Meet Your Recruiter
Account Manager
Since joining SDI Staffing in 2022, Nancy has demonstrated a strong aptitude for talent acquisition and client relations. She initially started as a Recruiter and has successfully transitioned into the role of an Account Manager. She has a deep passion for aiding candidates in their career journeys and takes great satisfaction in collaborating with clients to secure ideal candidates to add to their teams. Nancy's extensive knowledge in both Personal and Commercial Lines insurance, particularly with captive carriers, enables her to provide exceptional service. She works closely with clients to understand their specific needs and consistently delivers the perfect match for their offices.
In her free time, Nancy enjoys working out, trying out new restaurants, and spending time with her family.