Integrity · 1 day ago
New Business Coordinator
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. The New Business Coordinator role is responsible for providing high-level office support, including data entry and application processing, while ensuring accuracy and quality control in submissions.
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Responsibilities
Compiles and verifies accuracy of data to be entered. Compares data entered with data from the documents to ensure accuracy. Takes necessary action to ensure the data submitted is complete and accurate
Works with agents and marketers to resolve, questions, inconsistencies, or missing policy status
Enters data from documents into computer following formats displayed on screen
Keeps record of work completed, transmit entered information into database files or routes documents after entry
Reaches out to carriers to resolve inconsistencies or missing policy status
Train & coach temporary staff during peak season
Review submitted applications to provide quality controls and submit corrections to the carrier
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; provide analysis of application to ensure a quality output
Follows policies and procedures, completes administrative tasks correctly and on time, supports organization's goals and values
Uses time efficiently and completes work in a timely manner
Maintains confidentiality
High School diploma
2+ of administrative experience
1+ of Insurance experience
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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