What are the responsibilities and job description for the Contracting and Onboarding Administrato position at Integrity Marketing Group?
About The Assurance Group
Founded in 1988 is one of the top insurance marketing organizations in the nation. Our vision to build a dynamic national brand recognized for providing high-value insurance and financial products and services to our agents and their clients. To continually exceed every expectation by engaging the talent and passion of people who believe there is always a better way. To offer long-term, financially rewarding opportunities to our agents, field managers and employees. The Assurance Group is a proud member of the Integrity Family of Companies.
Position Summary
The Contracting & Onboarding Administrator will provide a high level of support for our customers by reviewing appointments, providing instruction on transferring appointments, and various other types of administrative work. Work closely with customer to ensure onboarding is completed efficiently and in a timely manner.
Essential Duties and Responsibilities
- Guides sales agents through onboarding process to ensure timely completion and ready to sell status.
- Processes updates, changes, and/or additions to carrier appointments, termination requests, and other documents as they relate to new agent onboarding.
- Compiles and verifies the accuracy of data to be entered.
- Takes necessary action to ensure the data submitted is complete, correct, and accurate.
- Records work completed, transmits entered information into database, and files or routes documents after entry.
- Provides knowledgeable customer service by responding to customer inquiries regarding the status of submitted documents, as well as resolving questions, inconsistencies, or missing data from documents they submit.
- Follows proper processes and procedures to ensure timely document turnaround and follow up.
- Special projects and other duties as assigned
Qualifications
- High school diploma or general education degree (GED); prior experience preferred but not required.
- Capacity to read, write, and comprehend simple instructions, short correspondence, and memos.
- Capability to effectively present information in person, over the phone, and in writing.
- Capable of applying reasoning and common sense understanding to carry out written or oral instructions.
- Possess 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.
- Ability to plan and organize.
- Adaptation to changing business operations.
- Customer service skills.
- Ability to multi-task while working in a fast-paced environment.
- Effectively able to work independently and part of a team.
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.
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.