Essential Duties and Responsibilities:
- Documenting incoming agent contracts and following the appropriate workflow for the contracting process.
- Preparing contracts for the submission process (i.e. scrubbing, collecting missing information, etc.)
- Reaching out to agents to retrieve missing items necessary to complete the onboarding process.
- Send contracting links in a timely and accurate manner.
- Process contracts through carrier portals.
- Serve as subject matter expert on agent contracting; assist others as needed with contracting processes.
- Maintain transparent communication. Appropriately communicate information through department meetings, one-on-one meetings, and appropriate email, IM, and regular interpersonal communication.
- Document discussions, messages, and actions taken to process requests.
- Complete all assigned tasks accurately and in the time frame provided by leadership; communicates with leadership if time frames cannot be met or tasks cannot be completed as assigned; communicates when further training is needed to complete task.
- Providing outstanding customer support.
- Embraces change; demonstrates ability to learn, grown, and continuously improve.
- Other tasks as assigned.
Qualifications:
- Problem Solving - Identifies and resolves problems in a timely manner; Works well in group problem solving situations.
- Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Serves as an example of how customer service should be.
- Interpersonal Skills - Focuses on solving conflict, not blaming; Listens to others without interrupting; Remains open to others' ideas and tries new things.
- Written Communication - Edits email and written work for spelling and grammar; Explains in detail the situation, expected result and any next steps that are needed; Helps train team to become better at written communication.
- Teamwork - Balances team and individual responsibilities; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
- Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Organizes or schedules other people and their tasks.
- Professionalism - Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions.
- Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
- Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
- Initiative - Undertakes self-development activities; Seeks increased responsibilities; Asks for and offers help when needed.
- Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
- Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
- Knowledge of Internet software; Excel Spreadsheet software and Microsoft Word Processing software.
- Must be willing to work flexible hours during peak times.
- Must be able to pass monthly OIG and SAM Exclusion List checks.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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.
