Integrity · 14 hours ago
Customer Service Representative (Underwriting Support)
Clearwater, FL
Full-time
Onsite
New Grad, Entry Level
0+ years expIntegrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. The Customer Service Representative will provide customer service support for the Underwriting Department, ensuring prompt and courteous service while assisting with various clerical duties for the department staff.
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Responsibilities
Answering and documenting phone calls from a call center environment following HIPAA guidelines
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
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 non-sufficient funds
Utilize Federal and State requirements for open enrollment and guaranteed issue scenarios to assist in fully processing non medically underwritten applications
Qualification
Required
High school diploma or GED equivalent
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
Preferred
Medical insurance background
Benefits
Competitive compensation package
Benefits that make work more fun and give you and your family peace of mind
Company
Integrity
Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
$2.15BKey Investors
Silver LakeAntares Capital,Blue Owl Capital Corporation,Crescent Capital
2021-12-09Private Equity· $1.2B
2019-09-16Debt Financing· $945M
2019-08-28Private Equity
Leadership Team
Bryan Adams
Co-Founder & CEO
Linda Zukauckas
Chief Financial Officer
Recent News
Company data provided by crunchbase