New Business Coordinator

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

We are looking for a New Business Coordinator/Data Entry Specialist to join our operations team. This position is part of Lion Street’s life insurance division, based in Austin, TX. This is a great opportunity for an individual looking to proactively collaborate in a team environment with a high level of growth potential. The new business team supports a nationwide network of elite and experienced life insurance practitioners.

Job Description and Duties

This position is part of a group of new business coordinators responsible for the day‑to‑day team workflow and output. The success of this individual will rely on their ability to quickly receive incoming applications and associated documentation from different sources and preparing it timely and effectively for our Case Management to review and process.

Specific Tasks Include

• Collaborate in the management of the team inbox where applications and other documentation is received.
• Enter the received applications in the company system and create a task for case managers to begin processing.
• File and manage case documentation in the company system.
• Pre‑populate insurance applications based on information provided.
• Confirm that agents are properly licensed/contracted.
• Mail out policies and notices that are received.
• Communicate with upper management and other team members about challenges and opportunities encountered during daily tasks with data and internal processes with the aim to maintain an efficient team workflow.
• Assist in additional projects as needed.

Skills and Experience

Qualified candidates must meet minimum job qualifications. The ideal candidate must have 1+ years of data entry experience with an emphasis on accuracy. Currently in or previously worked in the life insurance industry is preferred but not required. Prior work in a Brokerage General Agency is a plus. Must be detail‑oriented, strive in a team environment, self‑motivated, and able to work in a fast‑paced environment. Knowledge of Agency Integrator and Paper Clip is preferred but not required. Experience with MS office suite is required.

Position is located in Austin, TX at our beautiful downtown office.

Benefits

• Generous PTO and holiday schedule, with extra time off for community service and your birthday
• Workplace perks galore: free snacks and drinks, and onsite gym facilities
• Generous health insurance benefits
• 401(k) with immediately vested employer matching
• Employer paid HAS and FSA contributions for eligible health plans
• Paid Parking
• Employee ownership program

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.