Careers

We are currently seeking an experienced Territory Manager to join our team in Oklahoma City, OK.

Who we are:

OAA is a growing network of independent insurance agencies in Oklahoma, Arkansas, Kansas and California. We offer growth opportunities to agencies that want to remain independent while also being able to compete with larger regional agencies and clusters. OAA is a member of SIAA, a national organization that writes in excess of $6 billion in combined premium value. OAA is among the largest writers of insurance in the Southwestern United States. Find us on the web at oaaonline.net.

About the role:

What you’ll do:

· Interpret sales and marketing data and determine effective sales representatives and strategies

· Educate both consumers and colleagues about the offerings

· Forecast and set goals for sales

· Troubleshoot issues and resolve them quickly

· Follow up on all survey responses

Our ideal candidate:

· Bachelor's degree or equivalent

· Experience with business to business sales and business to customer sales

· Strong management, time management and communication skills

· Ability to work in fast paced working environment

What we offer:

· Medical Insurance

· Dental Insurance

· Vision Insurance

· 401K

· Life Insurance

**APPLICATIONS WILL NOT BE CONSIDERED WITHOUT COMPLETION OF A CULTURE INDEX.

We take Culture and putting people into places where they succeed seriously into consideration. 

One of the ways we do that is using tools to help us understand who you are and how you work best. For that reason, we use Culture Index in our recruitment process. To be considered for this position, and an exciting, challenging, fulfilling and rewarding career with OAA, start by taking your own Culture Index Profile (It will take no more than 10 minutes and we will share the results with you!) by clicking the link here: https://go.cultureindex.com/p/vtqXQtxyMvvwj2InLYs 

We are currently seeking an experienced Contract & Compliance Specialist to join our team in Oklahoma City, OK.

Company Description 

The insurance industry is evolving, and we are excited to drive this evolution. OAA is dedicated to creating a robust network of independent insurance agencies in Oklahoma, Arkansas, and Kansas, partnering with entrepreneurial individuals. As part of the Strategic Independent Agents Alliance (SIAA), we have created the strongest network where independent insurance agencies can accelerate their growth by accessing diverse products from the most reputable carriers available. We make a difference in people’s lives by helping them build successful careers and businesses, and when we achieve this for our member agencies, our strategic partner carriers, and our internal team, the potential for our collective success is unlimited. 

OAA was proudly named #1 in Best Places to Work in Oklahoma for 2025, reflecting our commitment to a supportive, collaborative, and people first culture. We are looking for a professional who wants to do what they love in a company that is making a difference for our Team Members, Partners, Members, and Communities. We are dedicated to helping people improve their lives through their work. 

We are seeking a dedicated Contract & Compliance Specialist to join our award winning team. 

Position Overview 

The Contract & Compliance Specialist plays a central role in safeguarding organizational integrity, supporting member agencies, and ensuring smooth operational processes. Reporting directly to the Senior VP of Accounting and Administration, this position is responsible for drafting and managing member agreements, overseeing compliance documentation, coordinating with carriers, and supporting both internal teams and external members. 

Success in this role requires exceptional attention to detail, strong follow through, and the ability to consistently meet deadlines while managing multiple priorities. 

Essential Duties & Responsibilities 

Contract Lifecycle & Documentation Management 

• Draft, review, and prepare new member agreements, amendments, and terminations for the sales team. 

• Facilitate execution and distribution of all member agreements. 

• Maintain electronic member files, ensuring all onboarding documents are collected and stored accurately. 

• Manage member to member acquisition agreements and related documentation. 

• Process UCC filings for new members, renewals, subordinations, and terminations. 

• Maintain a disciplined workflow that ensures all contract related tasks are completed on schedule. 

Member Setup & System Administration 

• Set up new members in accounting, agency management, and CRM systems. 

• Manage agency/member codes with carriers for new members, terminations, acquisitions, and new appointments. 

• Follow up with carriers to confirm code transfers and verify movement through production reports. 

• Track outstanding items and ensure timely resolution through consistent, proactive follow up. 

Compliance Oversight & Reporting 

• Prepare weekly and monthly compliance reports for management and sales staff. 

• Monitor and resolve compliance issues, including: 

• Timely payment of monthly fees 

• Updated E&O policies 

• License renewals 

• Annual tax returns 

• W9 submissions 

• Support members with login issues and monthly reporting requirements. 

• Manage the Master E&O policy for OAA and its members. 

• Maintain a reliable system for tracking deadlines and ensuring all compliance requirements are met promptly. 

Operational & Accounting Support 

• Calculate sales incentives for the sales team. 

• Provide year-end reporting for member reviews to sales and operations staff. 

• Complete state filings, including OAA entity, employee, and owner licensing. 

• Support the accounting department as needed. 

• Demonstrate consistent follow through on assigned tasks and communicate progress to stakeholders. 

Qualifications 

Required 

• Minimum 5 years of relevant experience in contract administration, compliance, accounting, or a related field. 

• Proficiency in Microsoft Word and Excel. 

• Strong understanding of financial statements, analysis, and reporting. 

• Experience with accounting software. 

• Strong attention to detail, accuracy, and organizational skills. 

• Proven ability to meet deadlines and manage multiple tasks simultaneously. 

• Demonstrated follow through and accountability in completing assigned work. 

• Ability to work independently and adapt to a hybrid work environment. 

• Comfortable working across multiple platforms and systems. 

Preferred 

• Bachelor’s degree in Accounting, Finance, Business, or related field. 

• Experience in regulatory compliance, insurance operations, or paralegal work. 

• Familiarity with risk management frameworks or carrier relations. 

What Success Looks Like 

• Contracts and compliance tasks completed accurately and on time. 

• Clear, well maintained compliance records and proactive issue resolution. 

• Smooth onboarding and ongoing support for member agencies. 

• Effective collaboration with sales, operations, accounting, and carriers. 

• Reliable follow up on outstanding items and consistent communication with stakeholders. 

• Reduced operational risk through disciplined oversight and timely execution. 

Ideal Candidate Profile 

A strong candidate is detail oriented, proactive, and highly organized. They excel at managing deadlines, tracking open items, and following through until tasks are fully resolved. They enjoy supporting both internal teams and external member agencies and bring a steady, structured approach to managing multiple priorities in a dynamic environment. 

Why You’ll Love Working at OAA 

• We define our company as a “Dream Factory” where we are committed to helping our team members, agency partners and their teams to achieve their personal and professional dreams. 

• OAA was proudly named #1 in Best Places to Work in Oklahoma for 2025, reflecting our commitment to a supportive, collaborative, and people first culture, and we are consistently rated one of the “Best Places to Work in Oklahoma” and “Best Places to Work in Insurance.”  These ratings are from our team members. 

• A strong, stable, and unique culture based on our values: Team First, Committed to Excellence, Trustworthy, Passionate 

• We are an organization that believes and achieves high performance standards and values which have resulted in not only strong growth for over two decades but our recognition as one of the best organizations in the country in our industry. 

• Work with talented team members as committed as you are to shared vision and purpose. 

• Exceptional Benefits including full employer paid Medical, Dental, Vision, Disability, Life Insurance with matching 401k program and generous and flexible Personal Time Off policy.  

• Work location and Work-from-Home flexibility. 

If you’re ready to grow your career in a place where your work truly matters, we’d love to meet you. 

**APPLICATIONS WILL NOT BE CONSIDERED WITHOUT COMPLETION OF A CULTURE INDEX.**

We take Culture and putting people into places where they succeed seriously into consideration. 

One of the ways we do that is using tools to help us understand who you are and how you work best. For that reason, we use Culture Index in our recruitment process. To be considered for this position, and an exciting, challenging, fulfilling and rewarding career with OAA, start by taking your own Culture Index Profile (It will take no more than 10 minutes and we will share the results with you!) by clicking the link here: https://go.cultureindex.com/p/vtqXQtxyMvvwj2InLYs