Customer Service Representative, Case Managment

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.

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. For more information, visit Integrity Marketing

About PIPAC
PIPAC Health and Life Brokerage is an Integrity partner providing sales and marketing support to independent insurance agents across the Midwest and beyond. We make life easy for the independent insurance agents we work with by going above and beyond and providing Positively Outrageous Service.

Job Summary
We are seeking a highly organized and initiative-taking Customer Service Representative to support independent insurance agents with their life and annuity case management. This position is responsible processing client applications for accuracy and completeness; submitting to appropriate carrier or upline and following up with both carrier and agents on policy requirements to resolve all issues to ensure policies are issued in a timely manner. The ideal candidate has an attention to detail with excellent communication skills and the ability to build and maintain strong relationships with independent agents and assist them with processing new business.

Responsibilities

• Review, analyze, troubleshoot, and process incoming life and annuity applications.
• Make outbound & take inbound calls with existing agents to follow-up on missing information, policy requirements, or service-related issues.
• Daily monitoring of all underwriting communication providing timely and relevant responses on pending cases and outstanding issues to ensure timely placement of policies.
• Accurately update our database with application and case status details.
• Build and maintain strong relationships with independent agents.
• Understand and promote available technology and resources for our agents to assist in increasing their production.
• Provide back up support to life/annuity contracting and other department r
• Participate in ongoing training and development to improve skills and knowledge of our products and services.

Qualifications

• 1-2 years experience in a processing role. Experience in the insurance industry a plus.
• Ability to grasp concepts quickly and comfortably working in a fast-paced environment.
• Highly accountable; takes ownership and drives sense of urgency while providing very detail-oriented, accurate, high quality and quantity of work output.
• Excellent verbal and written communication skills and etiquette.
• Highly proficient computer skills with experience utilizing data entry and work-flow management systems as well as Microsoft Office Suite of products.
• Advanced problem-solving skills, adaptability to changing business environments, and the ability to appropriately prioritize daily tasks and objectives.

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 

PandoLogic. Category:Customer Service, Keywords:Customer Service Representative, Location:Cedar Falls, IA-50613