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Integrity · 5 months ago

New Business Coordinator

Austin, TX

Full-time

Onsite

Entry Level

1+ years exp

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. The New Business Coordinator will be responsible for managing the day-to-day workflow of new business applications, ensuring timely processing and communication with team members and management.

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Responsibilities

Collaborate in the management of the team inbox where applications and other documentation is received

Enter the received applications in the company system and create a task for case managers to begin processing

File and manage case documentation in the company system

Pre-populate insurance applications based on information provided

Confirm that agents are properly licensed/contracted

Mail out policies and notices that are received

Communicate with upper management and other team members about challenges and opportunities encountered during daily tasks with data and internal processes with the aim to maintain an efficient team workflow

Assist in additional projects as needed

Qualification

Data entry experienceLife insurance industryMS Office SuiteAgency IntegratorPaper ClipDetail-orientedTeam collaborationSelf-motivatedFast-paced environment

Required

1+ years of data entry experience with an emphasis on accuracy

Must be detail-oriented

Strives in a team environment

Self-motivated

Able to work in a fast-paced environment

Experience with MS office suite

Preferred

Currently in or previously worked in the life insurance industry

Prior work in a Brokerage General Agency

Knowledge of Agency Integrator and Paper Clip

Benefits

Generous PTO and holiday schedule, with extra time off for community service and your birthday

Workplace perks galore: free snacks and drinks, and onsite gym facilities

Generous health insurance benefits

401(k) with immediately vested employer matching

Employer paid HAS and FSA contributions for eligible health plans

Paid Parking

Employee ownership program

Company

Integrity

Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.

Founded in 2006

Dallas, Texas, USA

5001-10000 employees