Sam Diaz

Sam Diaz - Contracting Specialist

Hi! As the Contracting Specialist, I will be helping you on your onboarding journey, here at HPM! I will be communicating with the carriers for any of your contracting needs. I know contracting can get a bit overwhelming and I will try my best to make it as smooth as possible. My job is take make your first steps with HPM as easy as pie! If you need any assistance with your contracting or your onboarding process, I’d be more than happy to serve you!

Key Responsibilities

  • Assist with contracting paperwork for Benefit Advisors which includes communicating status between carriers.
  • Processing of paperwork and applications accordingly.
  • Assisting and tracking certifications and licensing for all agents and agency partners.