Underwriting Customer Service Representative

Integrity Marketing Group, LLC
  • Clearwater, FL
  • Autofill and Review
2 days ago

Job Description

: Provide customer service support for the Underwriting Department. Provide prompt and courteous customer service as well as responsible for the assistance with various clerical duties in support of the department staff.

Primary Responsibilities other duties may be assigned as necessary:

Answering and documenting phone calls from a call center environment

Make outgoing calls to verify application information with the applicant(s) or agent(s).

Type letters or send agent portal messages for amendments, additional requirements, declines, not taken application or policy and not in good order application problems.

Follow up on requirements timely,

Process Check Requests for declines, not taken application or policy and overpayments.

Process and input additional cash with application (CWA).

Follow-up on application and agent problems.

Calculate premium difference and rates using mathematical skills: ability to add, subtract, multiply and divide.

In a workflow system, match facsimiles and mail received to the appropriate file.

Follow-up on all and process pending requirements when received including updating the admin database appropriately.

Process applications with stop payments placed on the check or checks returned due to NSF.

Work in a fast-paced environment while demonstrating critical and analytical thinking capabilities.

Provide support in data entry and assist with quality control processes during periods of high volume to ensure accuracy and timely processing.

Primary Skills & Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

High school diploma or GED equivalent

Medical insurance background preferred

Up to 2 years of proven customer support experience

Strong phone contact handling skills and active listening

Familiarity with Microsoft Office products

Ability to adapt and respond to different types of people and tasks

Excellent communication and documentation skills

Ability to multi-task, prioritize, and manage time effectively and efficiently

Reliable transportation and the ability to be punctual and dependable

Ability to work scheduled shifts, rotate schedules with other employees for proper department staffing needs and work overtime as needed.

May have agent license but no active appointments

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.

Numbers & Facts

LocationClearwater, FL

Skills

  • Administrative Skillsunmatched
  • Analysis Skillsunmatched
  • Communication Skillsunmatched
  • Customer Support/Serviceunmatched
  • Data Entryunmatched
  • Distribution Channelunmatched
  • Documentationunmatched
  • Establish Prioritiesunmatched
  • Health Insuranceunmatched
  • Mathematicsunmatched
  • Microsoft Officeunmatched
  • Microsoft Product Familyunmatched
  • Multitaskingunmatched
  • Quality Controlunmatched
  • Schedule Developmentunmatched
  • Staff Requirementsunmatched
  • Telephone Skillsunmatched
  • Time Managementunmatched
  • Underwritingunmatched

Be found by employers

5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.

Level up your application

Professional resume templates

Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

Free resume templates

Free resume builder

Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

Free resume builder