What are the responsibilities and job description for the Customer Service Coordinator position at Integrity Marketing Group?
About Neishloss & Fleming LLC
Neishloss & Fleming started in 1982 with the goal of being “the broker of choice” for independent life and health insurance agents. Through years of persistence and an unwavering commitment to providing the highest caliber broker support, they have built a strong reputation and an equally strong foundation for growth.
As Neishloss & Fleming grew, they developed a specialization in the senior market and was an advocate of Medicare Advantage plans. They quickly became one of the top national distributors in America through their commitment to providing unsurpassed service and support to independent brokers.
Neishloss & Fleming is in headquartered in Canonsburg, Pennsylvania.
Job Summery
A Customer Service Coordinator provides 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.
Primary 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.
Requirements:
- High school diploma; prior experience preferred but not required.
- Secondary Education in a Business-related area of study preferred
- Pennsylvania Life and Health Insurance License required.
- 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
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.
