New Business Coordinator

New Business Coordinator

Western Asset Protection, an Integrity company, is a leading field marketing organization and professional brokerage firm headquartered in Phoenix, Arizona. They provide thousands of independent insurance professionals access to a portfolio of strong Medicare Supplement and Medicare Advantage products, proprietary software platforms, expert business strategies and acclaimed training nationwide. Their strategic partnerships with national health plans empower their team to better serve agents and improve distribution channels.

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.

Primary Responsibilities:

• 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.
• Responsible for review and submission of several carrier applications
• Works with agents and marketers to resolve difficult inconsistencies or complex missing information
• Enters data from documents into computer following formats displayed on screen
• Keeps record of work completed, transmit entered information into database files or routes documents after entry
• Review submitted applications to provide quality controls and submit corrections to the carrier
• Reaches out to carriers to resolve inconsistencies or missing policy status
• Understands the process of new carriers and takes ownership of new carriers
• Monitors and coaches new team members and temporary staff during peak season
• Communicates with upper management and other team members about challenges and opportunities encountered during daily tasks with data and internal processes with the aim of maintaining an efficient team workflow.
• Perform other duties as assigned to support the needs of the team.

Primary Skills & Requirements:

• High School diploma or equivalent
• 4-6 years of experience in administrative roles, the insurance industry, or a similar field
• Exercises sound judgment and involves relevant team members in decision-making.
• Consistently maintains a friendly, positive, and professional demeanor with customers and colleagues.
• Delivers prompt, accurate customer service and ensures thorough analysis of applications for quality results.
• Adheres to company policies and procedures, completing administrative tasks efficiently and supporting organizational objectives.
• Manages time effectively, completes assignments on schedule, and maintains strict confidentiality.

Benefits Available

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short-Term and Long-Term Disability

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.

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.