New Business Coordinator

Integrity Marketing Group•Scottsdale, AZ

10d•Onsite

About The Position

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

Requirements

High School diploma or equivalent
4-6 years of experience in administrative roles, the insurance industry, or a similar field
Exercises sound judgment and involves relevant team members in decision-making.
Consistently maintains a friendly, positive, and professional demeanor with customers and colleagues.
Delivers prompt, accurate customer service and ensures thorough analysis of applications for quality results.
Adheres to company policies and procedures, completing administrative tasks efficiently and supporting organizational objectives.
Manages time effectively, completes assignments on schedule, and maintains strict confidentiality.

Responsibilities

Compiles and verifies accuracy of data to be entered.
Compares data entered with the data from the documents to ensure accuracy.
Takes necessary action to ensure the data submitted is complete and accurate.
Responsible for review and submission of several carrier applications.
Works with agents and marketers to resolve difficult inconsistencies or complex missing information.
Enters data from documents into computer following formats displayed on screen.
Keeps record of work completed, transmits entered information into database files or routes documents after entry.
Reviews submitted applications to provide quality controls and submits corrections to the carrier.
Reaches out to carriers to resolve inconsistencies or missing policy status.
Understands the process of new carriers and takes ownership of new carriers.
Monitors and coaches new team members and temporary staff during peak season.
Communicates with upper management and other team members about challenges and opportunities encountered during daily tasks with data and internal processes with the aim of maintaining an efficient team workflow.
Perform other duties as assigned to support the needs of the team.