Oversee the full contracting process, ensuring timely, accurate execution of sales contracts from initiation to completion.
Ensure precise data entry of contracts and pricing information into the contract management system, driving continuous progress through the workflow.
Maintain and track all contracts and broker documents across platforms, ensuring accessibility and organization.
Assist in the integration of new products and process improvements with a focus on ensuring contract administration aligns with evolving business strategies.
Interpret and ensure accurate implementation of contract terms, ensuring all obligations are met and contractual language is clear.
Regularly update and maintain sales contract templates to ensure they are up to date and compliant with best practices.
Identify potential risks, ambiguities, and areas for improvement in contracts to protect the business and foster long-term relationships.
Maintain detailed records of contracts, amendments, and renewals, ensuring accurate reporting, retrieval, and audit readiness.
Assist in managing the approval process for contract modifications and renewals, including handling redlines and revisions with precision.
Work closely with legal, sales, and finance teams, identifying areas where contracts fail to align with overall business objectives and regulatory requirements.
Provide regular updates to internal teams (Sales Operations, Commercial Legal, Operations) as well as external customers, ensuring all parties are informed throughout the process.
Identify opportunities to optimize and streamline contract management workflows, enhancing efficiency across the team.
Generate insightful reports on contract status and performance metrics to support sales and leadership decision-making.
Ensure timely and accurate communication with brokers, confirming fee structures and verifying payments.
Collect and verify critical broker documentation, including agency licenses and signed referral agreements, ensuring compliance with company policies
Requirements
Bachelor’s degree or equivalent experience.
Strong attention to detail and organizational skills.
Excellent written and verbal communication skills.
Ability to work independently and manage multiple tasks efficiently.
Proactive problem-solving skills and the ability to analyze complex information.
Effective cross-functional communicator across multiple lines of business
Previous experience in contract administration or a related field (extra credit).
Familiarity with Agiloft or other contract lifecycle management software (extra credit).
Familiarity with Salesforce or similar CRM software (extra credit).
Experience working with legal or compliance teams (extra credit).
Knowledge of relevant laws and regulations related to contract law (extra credit).