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Data Entry Specialist

Company: Integrity Marketing Group
Location: Gilbert
Posted on: June 24, 2022

Job Description:

About Integrity Marketing Group

Integrity Marketing Group is one of the nation's leading independent distributors of life and health insurance products, with a strong insurtech focus. Integrity's broad and innovative approach is driven by a singular purpose: to help people protect their health and wealth so they can be ready for the good days ahead and make the most of what life brings. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone and online. Integrity's 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.2 million clients annually. For more information, visit

Why Work Here

Working at Integrity flat-out rocks. Why? Because we put people first - and we want you to thrive in a career that you love. We're proud of our working environment and culture, where we reward your hard work and support your strong values.

Joining us means being part of a hyper-growth company with all kinds of professional opportunities for those who are ready. Are you ready? At Integrity, we start with competitive compensation and just get better from there.

We love celebrating all your hard work with fun and swag - and we love giving back! You can look forward to friendly competitions and contests, as well as activities that help raise money for charities in the communities we serve.

At Integrity, we include benefits that make work-life more fun with more peace of mind for you. These benefits include but are not limited to:

* Generous PTO and holiday schedule, with extra time off for community service and your birthday
* Multiple health insurance plans to choose from
* 401(k) with immediately vested employer matching
* Integrity-paid HSA contributions for eligible health plans
* Employee ownership program after one year, which grants meaningful ownership in Integrity's ongoing success

Job Description

We are an insurance brokerage located in Gilbert, Arizona. We are in need of a Contract Specialist to draft, negotiate, and monitor insurance contract activities. As a Contract Specialist, you are responsible for contract processing procedures and activities related to contract requests and proposals. You work closely with agencies and agents and serve in a liaison capacity across departments. In addition to working with agents and agencies, you will also work closely with the sales team and any other involved company personnel to ensure effective working relationships.

Job Responsibilities

* Knowledge of Health and Life Insurance
* Applies knowledge / skills to activities that often vary from day to day
* Demonstrates a moderate level of knowledge and skills in own function
* Requires little assistance with standard and non - standard requests
* Solves routine problems on own
* Works with supervisor to solve more complex problems
* Prioritizes and organizes own work to meet agreed upon deadlines
* Works with others as part of a team
* Utilizes / maintains applicable office equipment and systems (e.g., fax; scanner; phone systems; personal computers)
* Contacts appropriate personnel in order to perform office equipment repairs
* Receives information (e.g., contracts, licenses, AHIP, voided checks) from agents and agency partners
* Verifies information (e.g., agent information; type of record) and include entering information into our CRM
* Works with agents and agency partners to clarify, confirm, and or gather additional information
* Scans documents into data entry queue ensuring appropriate personnel have access
* Pulls relevant data from our CRM
* Saves relevant data and information into appropriate systems / tools (e.g., spreadsheets) into our Sync system
* Reviews completed documentation to ensure data entry quality and accuracy
* Ensures confidentiality regulations and rules (e.g., PHI; HIPAA) and / or compliance guidelines are complied with when gathering and / or entering data and information and when reviewing and / or distributing data and information
* Performs quality checks prior to distribution to ensure reports and documents are accurate
* Reviews current reports / documents / processes to identify potential improvements or changes
* Creates and send (e.g., mail; fax; email) pertinent forms to submitters to correct / gather missing information when necessary
* Creates electronic / paper files needed to store documents into our CRM and our Sync system

Job Requirements

* Insurance experience preferred
* High School Diploma
* Data Entry Experience
* Detail Oriented
* Quick ability to learn new technology

Integrity Marketing Group, 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 Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Keywords: Integrity Marketing Group, Gilbert , Data Entry Specialist, Administration, Clerical , Gilbert, Arizona

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