What are the responsibilities and job description for the Entity Licensing Coordinator, Compliance position at Integrity Marketing Group?
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 www.integritymarketing.com.
Why Work Here
Working at Integrity just 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 boatloads of professional opportunities to those who are ready. Are you ready? At Integrity, we start with competitive compensation and just get better from there.
We love celebrating all of your hard work with fun and swag! You can look forward to friendly competition and talent contests that raise money for the winner’s charity of choice!
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
- Workplace perks galore: standing desks, subsidized lunches, game room, free snacks and drinks
- 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
About the Role
This role is responsible for managing the team’s incoming task requests from senior management as well as partner offices. They will allocate the appropriate resources and tasks to maintain service standards. The coordinator will develop and maintain documentation for doing onboarding a new Platform Partner. They will also work with partner offices to fulfill any new or existing license request.
Primary Responsibilities
- Manage incoming emails, license requests, SOS updates, registered agent, or other tasks
- Work with partner offices and subject matter experts to resolve questions and understand nuances with onboarding new platform partners
- Able to provide guidance to team members and partner offices for the appropriate process onboarding and maintaining platform partners licenses
- Reach out to 3rd party vendors to discover requirements needed to finalize onboarding or complete annual filings
- Send out required documents to partner offices for onboarding; receive and review required documentation; enter and submit documentation to 3rd party vendors
- Work with 3rd party vendors to help file and maintain license documentation for all new and existing partner offices
- Document and update contact information for each partner office
Required Competencies
- Exhibit sound and accurate judgement, includes appropriate people in decision-making process
- Convey a friendly, positive attitude while maintaining professionalism at all times
- Strong customer service skills to respond promptly to customer needs
- Ability to demonstrate accuracy and thoroughness; provide analysis of application to ensure a quality output
- Follow policies and procedures, complete administrative tasks correctly and on time, supports organization’s goals and values
- Use time efficiently and completes work in a timely manner
- Maintain confidentiality
Education and Experience
- High School diploma
- College degree preferred
- 3 of administrative experience
- 3 of licensing experience
- Insurance industry experience preferred
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.
experience preferred