New Business Coordinator

New Business Coordinator

We are looking for a New Business Coordinator/Data Entry Specialist to join our operations team. This position is part of Lion Street’s life insurance division, based in Austin, TX.  This is a great opportunity for an individual looking to proactively collaborate in a team environment with a high level of growth potential. The new business team supports a nationwide network of elite and experienced life insurance practitioners.

Job Description and Duties

This position is part of a group of new business coordinators responsible for the day-to-day team workflow and output.  The success of this individual will rely on their ability to quickly receive incoming applications and associated documentation from different sources and preparing it timely and effectively for our Case Management to review and process.

Specific tasks include:

• Collaborate in the management of the team inbox where applications and other documentation is received.
• Enter the received applications in the company system and create a task for case managers to begin processing.
• File and manage case documentation in the company system.
• Pre-populate insurance applications based on information provided.
• Confirm that agents are properly licensed/contracted.
• Mail out policies and notices that are received.
• Communicate with upper management and other team members about challenges and opportunities encountered during daily tasks with data and internal processes with the aim to maintain an efficient team workflow.
• Assist in additional projects as needed.

Skills and Experience

Qualified candidates must meet minimum job qualifications.

The ideal candidate must have 1+ years of data entry experience with an emphasis on accuracy. Currently in or previously worked in the life insurance industry is preferred but not required. Prior work in a Brokerage General Agency is a plus. Must be detail-oriented, strives in a team environment, self-motivated, and able to work in a fast-paced environment. Knowledge of Agency Integrator and Paper Clip is preferred but not required.  Experience with MS office suite is required

Position is located in Austin, TX at our beautiful downtown office. 

We include benefits that make work-life more fun with a peace of mind for our team. These benefits include but are not limited to:

• Generous PTO and holiday schedule, with extra time off for community service and your birthday
• Workplace perks galore: free snacks and drinks, and onsite gym facilities
• Generous health insurance benefits
• 401(k) with immediately vested employer matching
• Employer paid HAS and FSA contributions for eligible health plans
• Paid Parking
• Employee ownership program

We work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Lion Street, Inc. is a financial services distribution company based in Austin, Texas. Lion Street provides elite independent financial advisors, many of which have roots in the life insurance industry, access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated financial planning needs of their high-net-worth and corporate clients. Lion Street is an Integrity Marketing Group company.

www.lionstreet.com

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.