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New Business Coordinator

Company: McNerney Management Group, Inc
Location: Columbia
Posted on: July 9, 2024

Job Description:

About Senior Marketing SpecialistsAt Senior Marketing Specialists, your Medicare FMO, our passion is serving the senior market and equipping independent agents with Medicare carriers and tools that enable you to thrive, not just survive. SMS has been helping independent agents and agencies succeed in the senior insurance market for over 35 years! As a Medicare FMO, we have one goal-to do everything we can to help the independent agent become successful in the Senior Market. We genuinely care about the agents we work with and want to help them succeed.Job Summary -The role involves providing a high level of office support for our customers. This includes receiving, reviewing, filing, and submitting various types of paperwork such as contracts, licenses, and applications.Primary Responsibilities:

  • Data Management: Compile and verify the accuracy of data to be entered. Compare the entered data with the original documents to ensure accuracy. Take necessary actions to ensure the submitted data is complete and accurate.
  • Customer Interaction: Contact customers to resolve questions, inconsistencies, or missing data from the documents they submit.
  • Data Entry: Enter data from documents into the computer following the formats displayed on the screen.
  • Record Keeping: Keep a record of work completed, transmit entered information into the database, and file or route documents after entry.
  • Follow-up: Follow up with the carrier to ensure documentation has been received and all requirements are met in a timely manner.Primary Skills & Requirements:
    • Customer Service: Respond promptly to customer needs, respond to requests for service and assistance, and meet commitments.
    • Interpersonal Skills: Convey a friendly, positive attitude while maintaining professionalism at all times. Maintain confidentiality.
    • Quality Management: Demonstrate accuracy and thoroughness, look for ways to improve and promote quality, and monitor own work to ensure quality.
    • Oral Communication: Listen and get clarification, respond well to questions.
    • Organizational Support: Follow policies and procedures, complete administrative tasks correctly and on time, and support the organization's goals and values.
    • Judgement: Exhibit sound and accurate judgement, include appropriate people in the decision-making process.
    • Planning/Organization: Use time efficiently and complete work in a timely manner.About IntegrityIntegrity 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, 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.PandoLogic. Category:Marketing & Biz Dev, Keywords:New Business Representative, Location:Columbia, MO-65201

Keywords: McNerney Management Group, Inc, Columbia , New Business Coordinator, Other , Columbia, South Carolina

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