Integrity · 2 months ago
Contract & Licensing Coordinator II
Integrity is a leading independent distributor of life, health, and wealth insurance products. The Contract & Licensing Coordinator II role is responsible for providing high-level office support and service for customers by managing contracts, licenses, and applications, ensuring data accuracy and resolving customer inquiries.
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Responsibilities
Compiles and verifies accuracy of data to be entered, compares data entered with the data from documents to ensure accuracy. Takes necessary action to ensure the data submitted is complete, correct, and accurate
Contacts customers to resolve questions, inconsistencies, or missing data from documents they submit
Enters data from documents into PAS (Premier Agency System) following formats displayed on screen
Keeps record of work completed, enter information into database, files or routes documents after entry
Creates, updates and helps manage online contracts, carriers, products, and creating agency links within the online system
Responds to customer inquiries regarding the status of submitted documents. Ensure daily workload is completed
Completes any additional projects, processing or tasks assigned by Contract & Licensing Manager
Qualification
Required
Exhibits sound and accurate judgement, includes appropriate people in decision-making process
Conveys a friendly, positive attitude while maintaining professionalism at all times
Strong customer service skills to respond promptly to customer needs
Ability to demonstrate accuracy and thoroughness
Follows policies and procedures, completes administrative tasks correctly and completes work in a timely manner
Supports organization's goals and values
Maintains confidentiality
Ability to motivate others to meet demands and deadlines
Ability to prioritize duties
High school diploma or general education degree (GED)
Preferred
Prior administrative experience preferred but not required
Secondary Education in a Business related area of study preferred but not required
Benefits
Medical/Dental/Vision Insurance
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short-Term and Long-Term Disability
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.
Funding
Current Stage
Late StageTotal Funding
$2.15BKey Investors
Silver Lake
2021-12-09Private Equity· $1.2B
2019-09-16Debt Financing· $945M
2019-08-28Private Equity
Recent News
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