Integrity · 5 hours ago
New Business Coordinator (Insurance)
Addison, TX
Full-time
Onsite
Entry Level
1+ years expIntegrity is a leading independent distributor of life, health, and wealth insurance products, seeking a detail-oriented New Business Coordinator. In this role, you will ensure the accurate processing of life insurance applications while supporting a network of licensed agents, helping to serve diverse, middle-class clients efficiently.
AdvertisingDigital MarketingInsuranceMarketing
Responsibilities
Analyze and process incoming life insurance applications, ensuring accuracy and completeness
Communicate with life insurance agents or their staff via email or telephone to follow up on missing requirements or clarify information
Enter data into proprietary home office systems
Submit life insurance applications or contracting paperwork to the appropriate carriers through various delivery systems
Calculate recognition points earned from life insurance applications
Qualification
Required
Bilingual in English/Spanish is preferred for this role
1-2 years in a processing role, meeting daily production goals and quality metrics
Ability to grasp new concepts quickly
Self-starter with a high level of motivation
Dependable and coachable with a positive, can-do attitude
Comfortable working in a fast-paced environment
Takes ownership, drives a sense of urgency, and is highly detail oriented
Good problem-solving and analytical skills, with a familiarity with basic math
Excellent interpersonal skills; able to build strong relationships within the home office, and with independent insurance sales agents and their staff
Good customer service skills, with the ability to work with different personality types and styles, in person or by phone
Excellent written and oral communication skills (in person, email, and telephone)
Proficient in Outlook, Excel, Word, and able to type a minimum of 50 words per minute
Preferred
Experience with a workflow system and in the insurance industry is a plus
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.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
$2.15BKey Investors
Silver LakeAntares Capital,Blue Owl Capital Corporation,Crescent Capital
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