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- Prepares and sorts contracting documents and identifies and interprets data to be entered. Enters alphabetic, numeric, or symbolic data from contracting documents into database following format displayed on screen and enters necessary information.
- Verifies data accuracy with customers and works to answer questions, resolve inconsistencies, or retrieve missing data.
- Makes necessary corrections to information entered.
- Maintain accurate and up-to-date records.
- Updates, manages and organizes internal files.
- Sends document information, files, and data to appropriate carrier(s).
- Serves as our operator overflow by taking phone calls as needed.
- 1-2 years of related experience
- Strong communication and interpersonal skills
- Ability to effectively prioritize and manage multiple tasks.
- Self-motivated and results-driven with a strong work ethic
- Knowledge of customer service principles and practices
- Proficient in Microsoft Office
- High school diploma or equivalent; associate's or bachelor's degree in a related field preferred.
Contracting Specialist - Urbandale, United States - Integrity Marketing Group
Description
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 health and wealth so they can be ready for the good days ahead.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
We are currently seeking an experienced and driven Contracting Specialist to join our Annuity and Life departments' sales support teams. As the Contracting Specialist, you will support agent activities, including providing insight, data entry, product, and sales tool support to agents, marketers, and wholesalers. If you have a passion for customer service and are passionate about supporting sales growth, we encourage you to apply for this exciting opportunity to join our team as the Contracting Specialist.
Brokers International and our subsidiary organizations, Brokers Financial and Brokers International Mountain States work to empower financial professionals across the country with innovative solutions, support, technology, and marketing assistance so they can help more Americans effectively prepare for retirement. By joining our team, you'll have the opportunity to work for one of the country's largest and most experienced insurance marketing organizations, enabling you to positively impact thousands of financial professionals and their businesses.
What You'll Be Responsible For
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.
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