Service Representative I

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

SERVICE REPRESENTATIVE Job Description

About Integrity Marketing Group

Integrity Marketing Group is one of the nation’s leading independent distributors of life and health insurance products focused on serving the senior market. Founded in 2006, Integrity develops and distributes life and health insurance products with insurance carrier partners and markets these products through its distribution network, which includes other large insurance agencies located throughout the country that have over 100,000 independent agents.

About Neishloss & Fleming LLC

Neishloss & Fleming prides ourselves on the ability to help agents grow their business. That growth occurs through our commitment to understanding market conditions and positioning agents for success. Our ability to support our agents – from lead generation to policyholder service – sets us apart. We don’t just offer contracts; we offer partnership.

Overview

Provide excellent customer service to customers including inquiries, research, and resolving issues that occur from the onboarding process through commission payment, to ensure customer loyalty and satisfaction. Maintain an accurate tracking system for all agent questions, inquiries, and resolutions.

Essential Duties

• 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.

Additional Responsibilities

• 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 - Responds promptly to customer needs; Response to requests for service and assistance; Meets commitments.
• Interpersonal Skills - Conveys a friendly, positive attitude while maintaining professionalism at all times. Maintains confidentiality.
• Quality Management - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Monitors own work to ensure quality.
• Oral Communication - Listens and gets clarification; Responds well to questions.
• Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.
• Judgment - Exhibits sound and accurate judgment; Includes appropriate people in decision‑making process.
• Planning/Organizing - Uses time efficiently and completes work promptly.
• Adaptability - Able to deal with frequent change, delays, deadlines or unexpected events.
• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent.
• Dependability - Follows instructions, responds positively to managerial direction.
• Initiative - Asks for and offers help when needed.

Education and/or Experience

• 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.

Language Skills

• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to write simple correspondence. Ability to effectively present information in person, over the phone, and in writing.

Reasoning Ability

• Ability to apply common sense understanding to carry out written or oral instructions.

Computer Skills

• To perform this job successfully, an individual should have basic computer navigation skills and knowledge or familiarity of basic computer programs/applications including but not limited to email, word processing, spreadsheet programs, internet, Adobe, etc...

Culture & Benefits Integrity -It is in our name and frames all that we do. We approach our business relationships with integrity and adhere to the highest ethical principals in all we do.Family -We value our customers, industry partners, employees, and their families as part of the greater Integrity “family”. We treat our employees and our customers with dignity, and honesty.Respect -We treat our industry partners and our employees and customers with respect.Service -Serving others is at the heart of all that we do. We are passionate about offering world class service and exceeding expectations.Partnership -We look at our business relationships as long‑term partnerships that are mutually beneficial and create value for each person. We communicate clearly and directly with our partners to facilitate the best outcomes for all.

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.