Contracting and Onboarding Administrator

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 health and wealth so they can be ready for the good days ahead.

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.

JOB TITLE: Contracting & Onboarding Administrator

LOCATION: Archdale, NC or Bristol, TN

REPORTS TO: VP of Sales Operations

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products with a data and technology focus. We are an omnichannel insurtech company innovating insurance with a singular purpose: to help people protect their life, health and wealth so they can make the most of what life brings. Headquartered in Dallas, Texas, Integrity is committed to making insurance simpler and more human, so everyone can plan for the good days ahead. Integrity’s 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.2 million clients annually. For more information, visit .

Position Summary

The Contracting & Onboarding Administrator will provide a high level of support for our customers by reviewing appointments, providing instruction on transferring appointments, and various other types of administrative work. Work closely with customer to ensure onboarding is completed efficiently and in a timely manner.

Essential Duties and Responsibilities

• Guides customer through onboarding process to ensure timely completion and ready to sell status.
• Processes updates, changes, and/or additions to carrier appointments, termination requests, and other documents as they relate to new agent onboarding.
• Compiles and verifies the accuracy of data to be entered.
• Takes necessary action to ensure the data submitted is complete, correct, and accurate.
• Records work completed, transmits entered information into database, and files or routes documents after entry.
• Provides knowledgeable customer service by responding to customer inquiries regarding the status of submitted documents, as well as resolving questions, inconsistencies, or missing data from documents they submit.
• Follows proper processes and procedures to ensure timely document turnaround and follow up.

Special projects and other duties as assigned.

Skills

• 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.

Qualifications

• High school diploma or general education degree (GED); prior experience preferred but not required.
• Secondary Education in a Business related area of study preferred but not required.
• Capacity to read, write, and comprehend simple instructions, short correspondence, and memos.
• Capability to effectively present information in person, over the phone, and in writing.
• Capable of applying reasoning and common sense understanding to carry out written or oral instructions.
• Possess basic computer navigation skills and knowledge or familiarity of basic computer programs/applications including but not limited to email, word processing, spreadsheet programs, internet, Adobe, etc.
• Multi line phone skills.
• Good oral and written communications.
• Ability to plan and organize.
• Adaptation to changing business operations.
• Customer service skills.

Ability to multi-task while working in a fast-paced environment.

Effectively able to work independently and part of a team.

Integrity Marketing Group, 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 Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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. 

Integrity Marketing Group, 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 Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities