Underwriting Support Representative II

Integrity Marketing Group; Clearwater (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive compensation package

Job summary

Integrity Marketing Group in Clearwater, FL, is seeking a customer service representative to support the Underwriting Department. You will handle phone inquiries, document interactions, and assist with clerical tasks to keep processes moving.

The role emphasizes HIPAA-compliant communication, data entry, and cross-functional collaboration. Candidates should have 2–4 years in customer support, strong communication, and proficiency with Microsoft Office.

Qualifications

• High school diploma or GED equivalent.
• Medical insurance background preferred.
• 2-4 years of proven customer support experience.
• Strong phone contact handling skills and active listening.
• Familiarity with Microsoft Office products.
• Ability to multi-task, prioritize, and manage time effectively and efficiently.
• Reliable transportation and the ability to be punctual and dependable.
• Ability to work scheduled shifts, rotate schedules with other employees for proper department staffing needs and work overtime as needed.
• May have agent license but no active appointments.
• Able to fulfill the schedule 11 AM - 8 PM.

Responsibilities

• Answering and documenting phone calls from a call center environment following HIPAA guidelines.
• Make outgoing calls to verify application information with the applicant(s) or agent(s).
• Type letters or send agent portal messages for amendments, additional requirements, declines, not taken application or policy and not in good order application problems.
• Follow up on requirements timely.
• Process Check Requests for declines, not taken application or policy and overpayments.
• Process and input additional cash with application (CWA).
• Follow-up on application and agent problems.
• Calculate premium difference and rates using basic math.
• In a workflow system, match facsimiles and mail received to the appropriate file.
• Follow-up on all and process pending requirements when received including updating the admin database appropriately.
• Process applications with stop payments placed on the check or checks returned due to NSF.
• Demonstrate understanding of federal and state requirements related to Guaranteed Issue and Open Enrolment or Guaranteed Issue.
• Work in a fast-paced environment with analytical thinking.
• Provide support in data entry and assist with quality control processes during high volume.
• Provide training and/or mentoring

Skills

Phone support

Active listening

MS Office

Communication

Documentation

Time management

Punctuality

Overtime

Education

High school diploma

Tools

Microsoft Office

Phone systems

Job description

Job Summary

Provide customer service support for the Underwriting Department. Provide prompt and courteous customer service as well as responsible for the assistance with various clerical duties in support of the department staff.

Primary Responsibilities other duties may be assigned as necessary

• Answering and documenting phone calls from a call center environment following HIPAA guidelines.
• Make outgoing calls to verify application information with the applicant(s) or agent(s).
• Type letters or send agent portal messages for amendments, additional requirements, declines, not taken application or policy and not in good order application problems.
• Follow up on requirements timely,
• Process Check Requests for declines, not taken application or policy and overpayments.
• Process and input additional cash with application (CWA).
• Follow-up on application and agent problems.
• Calculate premium difference and rates using mathematical skills: ability to add, subtract, multiply and divide.
• In a workflow system, match facsimiles and mail received to the appropriate file.
• Follow-up on all and process pending requirements when received including updating the admin database appropriately.
• Process applications with stop payments placed on the check or checks returned due to NSF.
• Demonstrate an understanding of federal and state requirements related to Guaranteed Issue and can accurately identify when an applicant qualifies for Open Enrolment or Guaranteed Issue.
• Work in a fast-paced environment while demonstrating critical and analytical thinking capabilities.
• Provide support in data entry and assist with quality control processes during periods of high volume to ensure accuracy and timely processing.
• Provides training and/or mentoring

Primary Skills & Requirements

• High school diploma or GED equivalent
• Medical insurance background preferred
• 2-4 years of proven customer support experience
• Strong phone contact handling skills and active listening
• Familiarity with Microsoft Office products
• Ability to adapt and respond to different types of people and tasks
• Excellent communication and documentation skills
• Ability to multi-task, prioritize, and manage time effectively and efficiently
• Reliable transportation and the ability to be punctual and dependable
• Ability to work scheduled shifts, rotate schedules with other employees for proper department staffing needs and work overtime as needed
• May have agent license but no active appointments
• Able to fulfill the schedule 11 AM - 8 PM

Benefits

• Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

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.

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.