Client Services Specialist - Onboarding & Data Entry

Integrity Marketing Group; United States; On-site; USD 32,000 - 46,000; Full time

Job summary

Integrity Marketing Group is seeking a Service Representative to provide phone and written support, onboarding assistance, and ongoing customer service for agents and clients.

The role focuses on timely document processing, data entry accuracy, and collaboration with teams to resolve issues and maintain records. A Pennsylvania Life and Health Insurance License is required, with prior experience preferred but not mandatory.

Qualifications

• High school diploma; prior experience preferred but not required.
• Secondary Education in a Business‑related area of study preferred but not required.
• Pennsylvania Life and Health Insurance License required.

Responsibilities

• Follow proper processes and procedures to ensure timely document turnaround and follow up. Identify and resolve document issues through professional phone based and written communication with customers.
• Contact customers to resolve questions and inconsistencies, or to obtain missing information from documents submitted.
• Respond to customer inquiries regarding the status of submitted documents.
• Process various forms.
• Compile, sort, interpret, and verify accuracy of data to be entered from documents into systems. Accurately update profiles.
• Generate reports.
• Keep a record of work completed; transmit entered information into database; file or route documents after entry.
• Cooperate in the maintenance and/or modification of company data collection systems.
• Scan, fax, email, shred, file, type, and archive documents as needed.
• Assist Team with various program operations and administrative duties as requested.
• Foster customer service excellence with internal and external customers.
• Communicate effectively and professionally in person, over the phone and in writing, with customers, managers, supervisors, vendors and staff.
• Learn, implement, and follow procedures completely and efficiently. Identify, troubleshoot, and resolve operational issues quickly.
• Appropriately track and prioritize work assignments, productivity, and issues. Accurately input information into tracking systems within required time frames.
• Perform tasks and duties within deadlines given.
• Navigate various websites and computer systems.
• Additional responsibilities as assigned.

Skills

Customer Service

Interpersonal Skills

Quality Management

Oral Communication

Organizational Support

Judgment

Planning/Organizing

Adaptability

Attendance/Punctuality

Dependability

Initiative

Education

High school diploma

Business-related studies

Pennsylvania Life and Health Insurance License

Job description

Integrity Marketing Group is seeking a Service Representative to provide phone and written support, onboarding assistance, and ongoing customer service for agents and clients.

The role focuses on timely document processing, data entry accuracy, and collaboration with teams to resolve issues and maintain records. A Pennsylvania Life and Health Insurance License is required, with prior experience preferred but not mandatory.