What are the responsibilities and job description for the New Business Specialist position at Integrity Marketing Group?
New Business Specialist
Sams/Hockaday & Associates
Decatur, IL
About Sams/Hockaday & Associates
Founded in 1981 and based in Decatur, Illinois, Sams/Hockaday & Associates has been a trusted resource for seniors navigating Medicare and retirement planning for over 40 years. We provide personalized guidance to help clients make informed healthcare and financial decisions. Sams/Hockaday is a locally recognized leader in the Medicare market, offering tailored solutions through an experienced team of licensed insurance agents. Sams/Hockaday & Associates is a proud member of the Integrity Family of Companies.
Job Summary
This role is responsible for providing high-level support to agents by receiving, reviewing, filing, and tracking insurance applications and other various types of paperwork. The position requires ensuring accuracy, quality control, and adherence to processes, while also collaborating with agents and carriers to resolve inconsistencies or missing information.
Primary Responsibilities:
Review submitted applications, provide quality control, and submit necessary corrections to carriers.
Enter data from documents into the computer system, following pre-defined formats.
Maintain records of completed work and ensure proper routing or database submission of entered information.
Collaborate with agents and clients to initiate cancellation of policies.
Navigate agent portals to gather and report accurate information.
Take ownership of processes for new carriers and ensure smooth integration.
Primary Skills & Qualifications:
- Associates degree preferred or 3 years of experience in a similar role.
- Proficiency with Microsoft Office Suite.
- Experience with CRM preferred.
- Advanced problem-solving skills related to data entry, data analysis, and data evaluation.
- Adhere to organizational policies and procedures, supporting company goals and values.
- Effectively manage time and complete tasks efficiently.
- Maintain confidentiality at all times.
- Convey a friendly, positive attitude while maintaining professionalism.
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.
