Administrative Assistant I

Job Summary

Provide front-office coordination, team support, and administrative assistance to ensure a smooth, compliant, and professional client experience.

Primary Responsibilities

• Client Experience & Front Desk: Greet, check in, and assist clients promptly and professionally
  Maintain a clean, organized, and client-ready reception area
  Ensure all interactions comply with HIPAA confidentiality standards

• Phone & Communication Management: Answer and route inbound calls using a multi-line system
  Provide accurate information or transfer calls to agents with supporting information
  Respond to voicemail, email, and general inquiries promptly

• Scheduling & Coordination: Schedule and confirm appointments accurately
  Screen caller needs to ensure appropriate appointment scheduling
  Cookordinate agent calendars and schedule changes

• Data Entry & Systems Management: Enter and update client demographics and plan information in CRM
  Maintain compliant digital and physical records
  Verify completeness and accuracy of all client data

• Office Support: Assist with application prep, document collection, and intake forms
  Prepare client files, forms, and meeting materials for agents

• Office Operations: Manage office supplies and inventory, including occasional pickup
  Assist with meeting and event logistics (materials, refreshments, setup, off-site pickup if needed)
  Support marketing and community outreach efforts

Primary Skills & Requirements

• High School diploma or equivalent required - Previous administrative, customer service, or insurance-related experience is a plus, but not required

• Strong organizational skills and attention to detail

• Excellent verbal and written communication

• Ability to multitask in a fast-paced environment

• Proficiency with Microsoft Office, CRM systems and office technology

• Knowledge of, or willingness to learn, industry regulations to ensure compliance

Benefits

• Medical/Dental/Vision Insurance

• 401(k) Retirement Plan

• Paid Holidays

• PTO

• Community Service PTO

• FSA/HSA

• Life Insurance

• Short-Term and Long-Term Disability

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 Join?

• Start a new career path at a company you’ll love

• We’ll love you back

• Professional opportunities for accelerated career growth

• Competitive compensation package

• Benefits that make work more fun and give you and your family peace of mind

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.