New Business Coordinator I

Integrity Marketing Group; Dallas (TX); Vor Ort; USD 32.000 - 52.000; Vollzeit

Zusammenfassung

Integrity Marketing Group is seeking an office support professional to provide high-level administrative assistance. The role involves reviewing, filing, and submitting applications and related paperwork in a fully onsite setting in Dallas, Monday through Friday, 8:00 a.m. to 5:00 p.m.

You will compile and verify data, collaborate with agents, enter information into databases, maintain records, and assist with carrier communications. Strong customer service and confidentiality are essential.

Qualifikationen

• High school diploma or equivalent required.
• 0–2 years in administrative roles or related field preferred.
• Demonstrates sound judgment and includes appropriate team members in decision-making.
• Maintains a friendly, positive, and professional attitude at all times.
• Delivers prompt and effective customer service with strong communication skills.
• Ensures accuracy and thoroughness when analyzing applications to produce quality results.
• Follows organizational policies, completes tasks on time, and maintains confidentiality.

Aufgaben

• Compiles and verifies data accuracy; ensures submitted data is complete and correct.
• Collaborates with agents and marketers to resolve questions or missing policy status.
• Enters data from documents into computer systems following on-screen formats.
• Keeps records of work and transmits entered information into database files or routes documents.
• Contact carriers to resolve inconsistencies or missing policy status.
• Train and coach temporary staff during peak season.
• Review submitted applications to provide quality controls and submit corrections to the carrier.
• Perform other duties as assigned to support the team.

Kenntnisse

Data accuracy

Data entry

Customer service

Communication

Teamwork

Discretion/confidentiality

Time management

Ausbildung

High School diploma or equivalent

Jobbeschreibung

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. The company was acquired in 2022 and is now a proud part of the Integrity family.

PHP is headquartered at Fountain Place in downtown Dallas. This is a fully onsite role, Monday through Friday, 8:00 a.m. to 5:00 p.m.

Job Summary:

This role is responsible for providing a high level of office support for our customers by receiving, reviewing, filing, and submitting applications and other various types of paperwork.

Primary Responsibilities:

• Compiles and verifies accuracy of data to be entered. Compares data entered with data from the documents to ensure accuracy. Takes necessary action to ensure the data submitted is complete and accurate.
• Works with agents and marketers to resolve questions, inconsistencies, or missing policy status
• Enters data from documents into computer following formats displayed on screen
• Keeps record of work completed, transmit entered information into database files or routes documents after entry
• Reaches out to carriers to resolve inconsistencies or missing policy status
• Train & coach temporary staff during peak season
• Review submitted applications to provide quality controls and submit corrections to the carrier
• Perform other duties as assigned to support the needs of the team.

Primary Skills & Requirements:

• High School diploma or equivalent
• 0-2 years of experience in administrative roles, the insurance industry, or a similar field
• Demonstrates sound judgment and includes appropriate team members in decision-making.
• Maintains a friendly, positive, and professional attitude at all times.
• Delivers prompt and effective customer service with strong communication skills.
• Ensures accuracy and thoroughness when analyzing applications to produce quality results.
• Consistently follows organizational policies, completes tasks on time, and maintains confidentiality.

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 the 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.