Customer Experience Coordinator II

About THE ROLE

This role is responsible for providing a high level of office support and service for our customers by receiving, reviewing, filing and submitting contracts, licenses, applications and various other types of paperwork. 

Primary Responsibilities

• Compiles and verifies accuracy of data to be entered, compares data entered with the data from documents to ensure accuracy.  Takes necessary action to ensure the data submitted is complete, correct, and accurate.  

• Contacts customers to resolve questions, inconsistencies, or missing data from documents they submit.  

• Enters data from documents into PAS (Premier Agency System) following formats displayed on screen.  

• Keeps record of work completed, enter information into database, files or routes documents after entry

• Creates, updates and helps manage online contracts, carriers, products, and creating agency links within the online system. 

• Responds to customer inquiries regarding the status of submitted documents.  Ensure daily workload is completed. 

• Completes any additional projects, processing or tasks assigned by Contract & Licensing Manager

Required Competencies

• Exhibits sound and accurate judgement, includes appropriate people in decision-making process

• Conveys a friendly, positive attitude while maintaining professionalism at all times

• Strong customer service skills to respond promptly to customer needs

• Ability to demonstrate accuracy and thoroughness

• Follows policies and procedures, completes administrative tasks correctly and completes work in a timely manner

• Supports organization’s goals and values

• Maintains confidentiality

• Ability to motivate others to meet demands and deadlines

• Ability to prioritize duties

Education Experience

• High school diploma or general education degree (GED)

• Prior administrative experience preferred but not required.

• Secondary Education in a Business related area of study preferred but not required.

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.