Life Insurance Coordinator

Integrity Marketing Group; Dallas (TX); Hybrid; USD 28,000 - 30,000; Full time

Benefits offered by this job

Medical/Dental/Vision Insurance

401(k) Retirement Plan

Paid Holidays

PTO

Community Service PTO

FSA/HSA

Life Insurance

Short-Term and Long-Term Disability

Pay: $21.00hr

Job summary

Integrity Marketing Group seeks a Life Insurance Application Placement Coordinator in Dallas, TX to oversee cases after submission and guide underwriting to final placement. You will work with carriers and agents, monitor progress, coordinate documentation, and drive placement metrics using Power BI tools.

This on-site role supports a growing network of independent agents and carriers within a dynamic, compliance-focused environment.

Qualifications

• Minimum 2 years of life insurance case management, new business, or underwriting support.
• Experience using Power BI or other data reporting tools to analyze performance metrics.
• Excellent organizational skills with the ability to manage a high volume of cases.

Responsibilities

• Serve as supporting point of contact for all cases once submitted to carriers.
• Monitor underwriting progress and follow up on outstanding requirements.
• Communicate status updates to agents and internal teams in a timely manner.
• Request and track additional documentation such as medical exams, APS, or client signatures.
• Review carrier communications and ensure proper action to keep cases moving forward.
• Coordinate with carriers to resolve underwriting or processing issues.
• Confirm policy approval and facilitate timely policy issue.
• Manage delivery requirements, ensuring signed delivery forms and premiums are collected.
• Track cases to ensure policies are placed in force and confirm final placement with carriers.
• Maintain accurate case notes and records in company systems.
• Leverage Power BI reporting and other data tools to track performance for agents and leadership.
• Provide reporting on placement metrics and assist strategies to improve placement rates.
• Ensure compliance with all regulatory and company guidelines during placement.

Skills

Life Insurance

Power BI

CRM Software

MS Office

Attention to detail

Job description

Life Insurance Placement Coordinator PHP Agency Addison, TX

About PHP Agency

PHP is a life insurance field marketing organization, founded in 2009 by visionary entrepreneur Patrick Bet David. PHP partners with leading insurance and annuity carriers to offer a comprehensive basket of insurance products to a diverse client base. PHP provides part-time or fulltime opportunities to individuals pursuing careers as life insurance agent. PHP passionately serves people through a field sales force comprised of thousands of licensed agents deployed nationwide in offices they independently own and operate. PHP’s headquarters office is in Addison, Texas (Dallas metroplex). The company was acquired in 2022 and is now a proud part of the Integrity family.

Job Summary

The Life Insurance Application Placement Coordinator is responsible for overseeing life insurance cases after submission to the insurance carrier, ensuring applications move efficiently through underwriting and are placed in force. This role involves close communication with carriers and agents to resolve outstanding requirements, manage approvals, and deliver issued policies. The Coordinator also leverages reporting tools to track performance and provide insights to agents and leadership, playing a key role in driving placement ratios and ensuring a seamless placement process.

Primary Responsibilities:

• Serve as supporting point of contact for all cases once submitted to carriers.
• Monitor underwriting progress and proactively follow up on outstanding requirements.
• Communicate status updates to agents and internal teams in a timely manner.
• Request and track additional documentation such as medical exams, attending physician statements (APS), financial requirements, or client signatures.
• Review carrier communications and ensure proper action is taken to keep cases moving forward.
• Coordinate with carriers to resolve underwriting or processing issues.
• Confirm policy approval and facilitate timely policy issue.
• Manage policy delivery requirements, ensuring signed delivery forms and premiums are collected.
• Track cases to ensure policies are placed in force and confirm final placement with carriers.
• Maintain accurate case notes and records in company systems.
• Leverage Power BI reporting and other systems-based data tools to track, measure, and communicate placement performance to field agents and their leadership.
• Provide reporting on placement metrics and assist in strategies to improve placement rates.
• Ensure compliance with all regulatory and company guidelines during placement.

Primary Skills & Requirements:

• Minimum 2 years of experience in life insurance case management, new business, or underwriting support.
• In-depth understanding of the life insurance underwriting and placement process Experience using Power BI or other data reporting tools to generate, analyze, and present performance metrics.
• Excellent organizational skills with the ability to manage a high volume of cases simultaneously.
• Strong attention to detail and accuracy in documentation.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and CRM or case management platforms.
• Must be able to work full-time, on-site in Dallas, TX (no remote work).
• Excellent communication skill and teamwork.
• Experience working with multiple life insurance carriers and underwriting departments preferred.
• Familiarity with placement ratios, delivery requirements, and policy funding processes preferred Knowledge of industry compliance standards preferred.

Benefits Available

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short-Term and Long-Term Disability
• Pay: $21.00hr

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.

In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Please note that all official communications from Integrity will come from @integrity.com or Workday domains.

Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith.