Client Support Specialist

Job Summary

The Administrative Service role supports the front office reception and administration, including answering phones, filing, directing calls, greeting guests, vendors, etc.

Position Responsibilities 

• Direct, review, screen and process telephone communications and mail; act on routine requests and/or refer.
• Gather information from office records or supervisors to draft e-mails, memos, and other documents.
• Perform data entry; gather, assemble, and format data to create simple reports.
• Entering data into agent database and ensure accuracy of agent data
• Assist with new agent onboarding, forwarding new contracts, agent follow up to ensure prompt response times
• Works closely with cross-functional departments to ensure agents are properly contracted
• Processes contracts and licensing for agent appointments in a timely manner
• Processes updates, changes, and additions to agent contracts when necessary and updates agent files to reflect such changes
• Provide knowledgeable agent support by responding to agent inquires on contract status, submitted contract status, and identifying missing information from contacts, etc.
• Prepare documents, meeting materials, and correspondence.
• Collaborate across all departments and functional levels of the organization and adapts to the needs of the organization.

Position Requirements

• High School Diploma or GED
• 2-4 years of customer service, data entry experience or related office experience, 
• Fast typing skills. 
• Proficiency in MS Office Suite
• Familiarity with CRMs
• Excellent communication skills
• Working knowledge of office equipment and computer hardware and peripheral devices, basic understanding of databases, attention to detail a must.
• Positive Attitude is a MUST in this fast-paced atmosphere! Also, able to empathize with clients and keep a professional demeanor when working with companies.
• Great communicator
• Able to prioritize responsibilities & multitask
• Dependable, Honest & Trustworthy
• Able to work independently effectively & efficiently as well as in a team setting.

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.