New Business Coordinator

New Business Coordinator

We are looking for a New Business Coordinator/Data Entry Specialist to join our operations team. This position is part of Lion Street’s life insurance division, based in Austin, TX. This is a great opportunity for an individual looking to proactively collaborate in a team environment with a high level of growth potential. The new business team supports a nationwide network of elite and experienced life insurance practitioners.

This position is part of a group of new business coordinators responsible for the day-to-day team workflow and output. The success of this individual will rely on their ability to quickly receive incoming applications and associated documentation from different sources and preparing it timely and effectively for our Case Management to review and process.

• Collaborate in the management of the team inbox where applications and other documentation is received.
• Enter the received applications in the company system and create a task for case managers to begin processing.
• File and manage case documentation in the company system.
• Pre-populate insurance applications based on information provided.
• Confirm that agents are properly licensed/contracted.
• Mail out policies and notices that are received.
• Communicate with upper management and other team members about challenges and opportunities encountered during daily tasks with data and internal processes with the aim to maintain an efficient team workflow.
• Assist in additional projects as needed.

Qualified candidates must meet minimum job qualifications. The ideal candidate must have 1+ years of data entry experience with an emphasis on accuracy. Currently in or previously worked in the life insurance industry is preferred but not required. Prior work in a Brokerage General Agency is a plus. Must be detail-oriented, strives in a team environment, self‑motivated, and able to work in a fast‑paced environment.

Knowledge of Agency Integrator and Paper Clip is preferred but not required. Experience with MS office suite is required.

Position is located in Austin, TX at our beautiful downtown office.

• Generous PTO and holiday schedule, with extra time off for community service and birthday
• Workplace perks galore: free snacks and drinks, and onsite gym facilities
• Generous health insurance benefits
• 401(k) with immediately vested employer matching
• Employer paid HAS and FSA contributions for eligible health plans
• Paid Parking
• Employee ownership program

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.