New Business Coordinator

The New Business Coordinator/Data Entry Specialist position is part of Lion Street's life insurance division based in Austin, TX. This role offers growth potential and involves collaborating with a team of new business coordinators to manage daily workflows and ensure timely processing of applications.

Responsibilities

• Collaborate in the management of the team inbox where applications and other documentation are received.
• Enter received applications into the company system and create tasks for case managers to process.
• File and manage case documentation in the company system.
• Pre-populate insurance applications based on provided information.
• Confirm agent licenses and contracts.
• Mail out policies and notices.
• Communicate with upper management and team members about challenges and opportunities.
• Aid in additional projects as needed.

Skills and Experience

• Minimum 1 year of data entry experience with emphasis on accuracy.
• Experience in or previous work in the life insurance industry preferred but not required.
• Prior work in a Brokerage General Agency is a plus.
• Detail-oriented, team-oriented, self-motivated, and able to work in a fast-paced environment.
• Knowledge of Agency Integrator and Paper Clip preferred but not required.
• Experience with MS Office Suite required.

About Lion Street

Lion Street is a financial services distribution company based in Austin, Texas. They provide independent financial advisors with the necessary tools to meet the sophisticated financial planning needs of their high-net-worth and corporate clients. Lion Street is an Integrity Marketing Group company.

Benefits

• Generous PTO and holiday schedule.
• Extra time off for community service and birthdays.
• Workplace perks such as free snacks and drinks, and onsite gym facilities.
• Comprehensive health insurance benefits.
• 401(k) with immediate employer matching.
• Employer-paid HAS and FSA contributions for eligible health plans.
• Paid parking.
• Employee ownership program.

About Integrity

Integrity is one of the nation's leading independent distributors of life, health, and wealth insurance products. They offer a broad and innovative approach to serving agents and clients. Integrity is committed to helping people protect their life, health, and wealth so they can prepare for the future. They provide a supportive and collaborative environment for their employees.

Equal Opportunity Employer

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.