Integrity · 1 day ago
Administrative Licensing Advisor
Plymouth, MN
Full-time
Onsite
New Grad, Entry LevelIntegrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. The Licensing Advisor will provide a high level of support for customers by managing contracts, licenses, and administrative tasks to ensure accuracy and timeliness in processing agent appointments.
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Responsibilities
Accurately enter, verify, and update data in internal systems
Ensure completeness and correctness of submitted documents
Maintain records and route documents appropriately
Provide timely and professional customer service
Follow established procedures for document processing and follow-up
Respond to inquiries and resolve issues related to submitted documents
Process agent contracts, licenses, and commission schedule updates with accuracy and efficiency
Processes updates, changes, and/or additions to contracts, licenses for agent appointments, licensing forms from carriers in system, and commission schedules for and from carriers in system
Additional projects and reports are assigned periodically throughout the year
Qualification
Required
High school diploma or GED
Typing speed of at least 35 WPM (onsite test required)
Interpersonal Skills - Conveys a friendly, positive attitude while always maintaining professionalism
Maintains confidentiality
Effective communication skills in person, by phone, and in writing
Ability to follow written and verbal instructions
Basic computer skills, including familiarity with email, Microsoft Office, Adobe, and internet navigation
Strong organizational and multitasking abilities
Able to work independently and collaboratively
Preferred
Business-related education
Licensing or contracting experience
Prior administrative or customer service job experience
Experience with multi-line phone systems
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.
Founded in 2006
5001-10000 employees
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
Leadership Team
Linda Zukauckas
Chief Financial Officer
Said Taiym
Chief Operating Officer
Recent News
Company data provided by crunchbase