Licensing Coordinator

  • Full-time
  • Department: Customer Care

Company Description

Who We Are

Integrity Marketing Group

          Integrity Marketing Group is one of the nation’s leading independent distributors of life and health insurance products focused on serving the senior market. Founded in 2006, Integrity develops and distributes life and health insurance products with insurance carrier partners and markets these products through its distribution network, which includes other large insurance agencies located throughout the country that have over 275,000 independent agents. 

Job Description

Position Summary
The Licensing Coordinator will provide a high level of support for our customers by receiving, reviewing, filing, and submitting contracts, licenses, applications, and various other types of administrative work. Process contracts and licensing for agent appointments with carriers in a timely manner with accuracy, as well as potentially confirming agent appointments.

Essential Duties and Responsibilities:
•    Processes contracts and licensing for agent appointments with carriers in a timely manner with accuracy.
•    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
•    Processes updates, changes, and/or additions to contracts, licenses for agent appointments, licensing forms from carriers in system, and commission schedules for and from carriers in system.
•    New carrier and new agent onboarding
•    Special projects (such as software testing and implementation) may be assigned.
•    Perform 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

Qualifications:
•    High school diploma or general education degree (GED); prior experience preferred but not required.

•  Candidate must be able to communicate fluently in English and Spanish

•    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

Additional Information

 

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.