Integrity · 15 hours ago
Auditor
Clearwater, FL
Full-time
Onsite
Entry, Mid Level
2+ years expIntegrity is one of the nation’s leading independent distributors of life, health and wealth insurance products, and they are seeking a detail-oriented team member to perform daily POS audits. The role involves preparing audit reports, supporting CSR reviews, conducting training, and coordinating workflow to meet service guarantees.
AdvertisingDigital MarketingInsuranceMarketing
Responsibilities
Audit files to ensure accuracy of outgoing correspondence and maintain system integrity
Verify and facilitate prompt correction of associate errors
Track and report statistical data on departmental maintenance and correspondence by associate and time period
Provide relevant statistical reports to Supervisors and Managers as requested
Read, interpret, and ensure availability of formal and informal procedures and documentation for staff
Assist in creating and maintaining departmental tools and documentation resources
Train and mentor team members, fostering a positive and professional environment for ongoing development
Support daily workflow and handle incoming calls to help meet departmental goals
Perform other duties as assigned
Qualification
Required
High school diploma or general education degree (GED)
2-4 years of related experience
Maintain a positive attitude and communicate effectively in a fast-paced environment
Demonstrate strong organizational skills with attention to detail
Prioritize tasks and multitask independently and as part of a team
Proficient in Microsoft Excel, Word, Outlook, and relevant computer programs
Skilled in navigating CRM systems to support departmental operations
Benefits
Competitive compensation package
Benefits that make work more fun and give you and your family peace of mind
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