New Business Coordinator I

About the role

PHP is a life insurance field marketing organization headquartered at Fountain Place in downtown Dallas. This is a fully onsite role, Monday through Friday, 8:00 a.m. to 5:00 p.m.

Primary Responsibilities

• Compiles and verifies accuracy of data to be entered.
• Compares data entered with data from the documents to ensure accuracy.
• Takes necessary action to ensure the data submitted is complete and accurate.
• Works with agents and marketers to resolve questions, inconsistencies, or missing policy status.
• Enters data from documents into computer following formats displayed on screen.
• Keeps record of work completed, transmit entered information into database files or routes documents after entry.
• Reaches out to carriers to resolve inconsistencies or missing policy status.
• Trains and coaches temporary staff during peak season.
• Reviews submitted applications to provide quality controls and submit corrections to the carrier.
• Performs other duties as assigned to support the needs of the team.

Primary Skills & Requirements

• A high school diploma or equivalent.
• 0-2 years of experience in administrative roles, the insurance industry, or a similar field.
• Demonstrates sound judgment and includes appropriate team members in decision-making.
• Maintains a friendly, positive, and professional attitude at all times.
• Delivers prompt and effective customer service with strong communication skills.
• Ensures accuracy and thoroughness when analyzing applications to produce quality results.
• Consistently follows organizational policies, completes tasks on time, and maintains confidentiality.

About Us

PHP Agency is a life insurance field marketing organization founded in 2009 by visionary entrepreneur Patrick Bet David. PHP partners with leading insurance and annuity carriers to offer a comprehensive basket of insurance products to a diverse client base. PHP provides part-time or fulltime opportunities to individuals pursuing careers as life insurance agents. PHP passionately serves people through a field sales force comprised of thousands of licensed agents deployed nationwide in offices they independently own and operate. The company was acquired in 2022 and is now a proud part of the Integrity family.

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? Because we put our people first!

Why Join Integrity?

• Start a new career path at a company you’ll love, and we’ll love you back.
• Competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
• Hyper-growth company with tons of professional opportunities for you to accelerate your career.

EEO Statement

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.