What are the responsibilities and job description for the Customer Service Representative position at Integrity Marketing Group?
About Oberlin Marketing
Oberlin Marketing, headquartered in Fort Wayne, Indiana, is an industry-leading brokerage devoted to supporting agents, agency owners and clients with their life and health insurance needs. As a company, they have always been devoted to the personal depth of relationships and have rooted their business practices in a strong moral foundation. Oberlin Marketing has been a trusted and respected resource in the industry since 1987, showing a commitment to back-office support, training, technology integration and introduction of new products — all of which contribute to agent success. They are continually recognized as a leader in the Medicare market in the Midwest, as well as nationally. Oberlin Marketing supports independent agents in 43 different states, managing the ongoing insurance needs of more than 75,000 Americans annually. For more information, visit www.oberlinmarketing.com.
Job Summary
At Oberlin Marketing, we are dedicated to empowering insurance professionals with exceptional administrative support and marketing solutions for insurance products. Our commitment to outstanding service is reflected in our close collaboration with Agents to help them grow and maintain their insurance-related businesses. As a Customer Service Representative, you will play a pivotal role in delivering superior service, ensuring efficient processing, and fostering relationships with Agents and carriers.
Primary Responsibilities:
Handle inbound and outbound communication with Agents, addressing quotes, applications, and service-related inquiries.
Process applications accurately and efficiently.
Follow up on pending quotes and applications with carriers and Agents, utilizing status reporting and CRM systems to ensure timely placement of business.
Maintain attention to detail and adhere to deadlines while managing multiple tasks.
Perform additional duties as assigned to support the organization.
Primary Skills & Requirements:
Strong time management and organizational skills with the ability to multitask effectively.
Positive, upbeat personality aligned with Oberlin Marketing's commitment to exceptional customer service.
Confident, self-motivated individual who thrives both independently and within a team environment.
Excellent oral and written communication skills.
Intermediate typing skills and proficiency in Microsoft Office Suite, including Excel, Word, and Outlook.
Dependable and reliable with a professional demeanor.
Ability to exercise good judgment, maintain confidentiality, and uphold ethical standards.
Previous customer service experience is preferred.
Insurance experience is a plus but not required.
Ability to obtain an Indiana State Life/Health Insurance License if necessary.
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.
