Service Coordinator

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 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:

• Customer Service - Responds promptly to customer needs; Response to requests for service and assistance; Meets commitments.
• Interpersonal Skills - Conveys a friendly, positive attitude while maintaining professionalism at all times. Maintains confidentiality.
• Quality Management - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Monitors own work to ensure quality.
• Oral Communication - Listens and gets clarification; Responds well to questions.
• Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.
• Judgment - Exhibits sound and accurate judgment; Includes appropriate people in decision-making process.
• Planning/Organizing - Uses time efficiently and completes work promptly.
• Adaptability - Able to deal with frequent change, delays, deadlines or unexpected events.
• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent.
• Dependability - Follows instructions, responds positively to managerial direction.
• Initiative - Asks for and offers help when needed.
• High school diploma; prior experience preferred but not required.
• Secondary Education in a Business related area of study preferred
• Required to obtain Pennsylvania Life and Health Insurance License within 90 days of hire
• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to write simple correspondence.
• Ability to effectively present information in person, over the phone, and in writing.
• Reasoning Ability
• Ability to apply common sense understanding to carry out written or oral instructions

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.