Integritymarketing
Life Insurance Coordinator
Dallas, TX · Part-time
Sponsorship not specifiedDetected 7 days ago
PHPData VisualizationCRMExcelLeadershipCommunicationOrganizational SkillsMicrosoft OfficeUnderwriting
About the role
- The Life Insurance Application Placement Coordinator is responsible for overseeing life insurance cases after submission to the insurance carrier, ensuring applications move efficiently through underwriting and are placed in force.
- The Coordinator also leverages reporting tools to track performance and provide insights to agents and leadership, playing a key role in driving placement ratios and ensuring a seamless placement process.
- Responsibilities include, but are not limited to:
Responsibilities
- Maintain accurate case notes and records in company systems.
- Manage policy delivery requirements, ensuring signed delivery forms and premiums are collected.
- We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily.
- Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.
Requirements
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and CRM or case management platforms.
Nice to have
- Familiarity with placement ratios, delivery requirements, and policy funding processes preferred
- Knowledge of industry compliance standards preferred.
Skills
- Life Insurance Placement Coordinator
- About PHP Agency
- PHP provides part-time or fulltime opportunities to individuals pursuing careers as life insurance agent.
- PHP's headquarters office is in Addison, Texas (Dallas metroplex).
- Primary Skills & Requirements:
- Experience using Power BI or other data reporting tools to generate, analyze, and present performance metrics.
Compensation
- Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Benefits
- Medical/Dental/Vision Insurance
- 401(k) Retirement Plan
- Community Service PTO
- Life Insurance
- Short-Term and Long-Term Disability
- Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products.
- to help people protect their life, health and wealth so they can prepare for the good days ahead.
Company info
- Ensure compliance with all regulatory and company guidelines during placement.
Equal opportunity
- Integrity, LLC is an Equal Opportunity employer.
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