Life Insurance New Business Coordinator & Data Entry

Integrity; Austin (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Generous PTO and holiday schedule

Free snacks and drinks

Onsite gym facilities

Generous health insurance benefits

401(k) with immediately vested employer matching

Employer paid HAS and FSA contributions

Paid Parking

Employee ownership program

Job summary

Integrity in Austin, TX, is seeking a New Business Coordinator/Data Entry Specialist to enhance its operations team. The role involves managing incoming applications, data entry, and communication with case managers to ensure an efficient workflow. Ideal candidates have 1+ years of data entry experience and strong attention to detail.

This position offers generous PTO, health insurance, a 401(k) plan with employer matching, and various workplace perks including snacks, drinks, and gym facilities.

Qualifications

• 1+ years of data entry experience with an emphasis on accuracy.
• Experience in the life insurance industry is preferred but not required.
• Prior work in a Brokerage General Agency is a plus.

Responsibilities

• Manage incoming applications and documentation for case management.
• Enter applications into the company system.
• File and manage case documentation.
• Pre-populate insurance applications.
• Ensure agents are properly licensed.
• Communicate about workflow challenges with management.
• Assist in additional projects as needed.

Skills

Data entry experience

Detail-oriented

Team collaboration

Self-motivated

Ability to work in a fast-paced environment

MS Office Suite

Tools

Agency Integrator

Paper Clip

Job description

Integrity in Austin, TX, is seeking a New Business Coordinator/Data Entry Specialist to enhance its operations team. The role involves managing incoming applications, data entry, and communication with case managers to ensure an efficient workflow. Ideal candidates have 1+ years of data entry experience and strong attention to detail.

This position offers generous PTO, health insurance, a 401(k) plan with employer matching, and various workplace perks including snacks, drinks, and gym facilities.