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Client Service Representative

4 weeks ago

Scottsdale, Arizona, United States Integrity Marketing Group Full time

**About the Role**

The Client Services role at Integrity Marketing Group is a dynamic position that requires a detail-oriented and organized individual to support the operations team.

**Key Responsibilities**

  • Support the issuance and processing of our line of fixed annuity products
  • Assist with resources in daily workflow systems
  • Prepare various reports as requested
  • Data entry as part of our application process
  • Recommend process improvements if needed
  • Test new carrier and in-house technology enhancements into infrastructure to ensure our clients have a smooth experience
  • Office support services for New Business Organization and Agent Support as needed
  • Receive, direct, and relay phone messages, emails, and faxes as they are received in the operations department
  • Assist with correspondence and package distribution within the team
  • Help maintain the general scanning and filing system used in the department

**Requirements**

  • 2-5 years administrative experience required
  • Experience in an investment environment a plus
  • Series 6, 7, 63, 65, 66, or Life and Health Licenses also a plus but not a requirement
  • Excellent customer service, accuracy, follow-up skills, and the ability to work as a team
  • Typing /10 key and MS Office proficiency
  • Solid written and oral communication skills and the ability to interact with all levels of the organization
  • Must possess sound judgment, be proactive, and maintain a professional demeanor
  • Experience with workflow systems; Salesforce a plus

**About Integrity Marketing Group**

Integrity Marketing Group 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 a family-like environment that is rewarding and cutting-edge. We put our people first and celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone, or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit our website.

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.