Customer Experience Coordinator

Posted Yesterday
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Norfolk, NE, USA
In-Office
Mid level
Marketing Tech
The Role
Supports insurance agents, agencies, and internal teams throughout the contracting and onboarding lifecycle. Responsibilities include processing and preparing contracts, collecting missing information, tracking submissions, maintaining accurate records, entering payment levels, ensuring regulatory compliance, resolving service issues, and building strong partner relationships. The role requires organization, customer support skills, accurate data entry, problem-solving, and flexibility during peak periods.
Summary Generated by Built In

The Contracting Coordinator plays a pivotal role in supporting agents, agencies, and internal staff throughout the insurance contracting and onboarding process. This position oversees the contract lifecycle, ensures compliance with regulations, maintains strong customer relationships, and provides outstanding support to both external and internal partners. The coordinator is responsible for accurate data entry, contract management, and proactive problem-solving in a fast-paced environment.

Essential Duties and Responsibilities

·         Oversee the entire contract lifecycle, from initial request to contract termination, ensuring all steps are completed accurately and efficiently.

·         Document incoming agent contracts and follow appropriate workflows for processing.

·         Prepare contracts for submission, including scrubbing, collecting missing information, and reaching out to agents for required items.

·         Follow up on submitted contracts and notify agents when writing numbers are received.

·         Build and maintain strong relationships with agents and agencies, proactively addressing their needs and ensuring satisfaction.

·         Ensure strict adherence to contracting regulations, procedures, and procurement laws.

·         Resolve service-related issues for agents and marketers, collaborating with management to improve processes.

·         Ensure payment levels are entered and assigned correctly; maintain accurate data entry and records management.

·         Provide outstanding customer support and contribute to a positive team environment.

·         Perform other duties as assigned.

Qualifications

·         High School Diploma or GED required; additional education or relevant certifications a plus.

·         2-4 years of related experience required.

·         Experience with insurance contracts and levels is a plus.

·         Must be able to pass background check, pre-hire drug screening, and monthly OIG/SAM Exclusion List checks.

·         Willingness to work flexible hours during peak times.

·         Exceptional organizational and time management abilities; able to prioritize and plan work activities efficiently.

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.

Skills Required

  • High School Diploma or GED
  • Additional education or relevant certifications
  • 2-4 years of related experience
  • Experience with insurance contracts and levels
  • Ability to pass a background check
  • Ability to pass a pre-hire drug screening
  • Ability to pass monthly OIG/SAM Exclusion List checks
  • Willingness to work flexible hours during peak times
  • Exceptional organizational and time management abilities
  • Ability to prioritize and plan work activities efficiently
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The Company
HQ: Dallas, TX
170 Employees

What We Do

Integrity Marketing Group provides product design, proven marketing systems, and profitability into today’s top selling products.

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