New Business Coordinator

Job Summary

This role is responsible for providing a high level of office support for our customers by receiving, reviewing, filing, and submitting applications and other various types of paperwork.

• Compiles and verifies accuracy of data to be entered.
• Compares data entered with data from the documents to ensure accuracy.
• Takes necessary action to ensure the data submitted is complete and accurate.
• Works with agents and marketers to resolve questions, inconsistencies, or missing policy status.
• Enters data from documents into computer following formats displayed on screen.
• Keeps record of work completed, transmits entered information into database files or routes documents after entry.
• Reaches out to carriers to resolve inconsistencies or missing policy status.
• Trains & coaches temporary staff during peak season.
• Reviews submitted applications to provide quality controls and submits corrections to the carrier.
• Performs other duties as assigned to support the needs of the team.

• High School diploma or equivalent.
• 0-2 years of experience in administrative roles, the insurance industry, or a similar field.
• Demonstrates sound judgment and includes appropriate team members in decision-making.
• M sustains a friendly, positive, and professional attitude at all times.
• Delivers prompt and effective customer service with strong communication skills.
• Ensures accuracy and thoroughness when analyzing applications to produce quality results.
• Consistently follows organizational policies, completes tasks on time, and maintains confidentiality.

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.