Job Description
Job Summary Office Administrator assists with the office's administrative activities and coordinates various administrative processes and projects. Additionally, this individual will provide support to our agents by receiving, reviewing, filing, and submitting contracts, and other types of administrative work.
Essential Duties and Responsibilities - Answer and respond to incoming calls from clients, prospects, and staff.
- Use appropriate mailing technology to send out marketing materials, client policies, etc.
- Learn online database, run client lists accordingly, and effectively communicate with clients based off information gathered.
- Scheduling and organizing activities such as onsite and offsite meetings, travel, and conferences.
- Making outbound calls and setting up appointments using provided script.
- Verify phone numbers, addresses, and email addresses with each customer contact and update customer information.
- Informs customers of promotions and new or upgraded products using prepared scripts.
- Schedule appointments for sales staff to meet prospective customers.
- Ask each customer for referrals and explain our referral program.
- Respond to all contracting, new business, or commission issues with all our carriers.
- Provide knowledgeable customer service by responding to agents regarding the status of submitted documents, as well as resolving questions, inconsistencies, or missing data from documents they submitted. Take necessary action to ensure the data submitted is complete, correct, and accurate.
- Process accurate updates, changes, and/or additions to contracts & licenses for agent appointments within required time frames; including licensing forms from carriers in the system and commission schedules for and from carriers in system.
- Follows proper processes and procedures to ensure timely document turnaround and follow up.
- Review new carrier and new agent onboarding.
Qualifications - High school diploma or GED
- No experience necessary
- Knowledge of Word, Excel, Access, and PowerPoint (graphing, presentation building, database management, and spreadsheet development)
- Excellent verbal and written communication skills, including great phone presence.
- Demonstrated ability to take and publish clear, concise, and timely notes.
- Organized, detailed, & flexible.
- Proven customer service background and the ability to work with a wide range of people and personalities.
- Proven ability to prioritize and manage workflow with frequent interruptions.
- Must enjoy being challenged with a variety of activities and responsibilities.
- Confident, self-starter who works well independently.
- Strong communication skills, both oral and written.
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.
Job Tags
Work at office, Local area, Flexible hours