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At Integrity, we help people prepare for the good days ahead by protecting their life, health and wealth.
Client Experience & Onboarding Specialist
Location
Florida
Posted
48 days ago
Salary
$50K - $60K / year
Seniority
Mid Level
Job Description
Client Experience & Onboarding Specialist
Integrity Marketing Group LLC
• Monitor and respond to emails from the main support inbox, providing clear and professional communication to agent inquiries. • Assist agents with questions related to health insurance carriers, contracting processes, certification requirements, and RTS status. • Triage and forward emails to the appropriate Onboarding Specialist based on carrier type or inquiry topic. • Answer incoming phone calls and provide real-time support to agents with similar questions or concerns. • Maintain up-to-date knowledge of carrier guidelines, RTS requirements, and internal onboarding processes. • Document interactions and track common issues to support team improvement and efficiency. • Collaborate with onboarding specialists and other internal departments to ensure accurate and consistent information is provided to agents. • Identify urgent issues and escalate appropriately to ensure timely resolution. • Maintain confidentiality and data integrity in line with company policies and data protection regulations.
Job Requirements
- A High School diploma or the equivalent plus two years of industry experience.
- Customer service mindset with strong communication skills, both written and oral.
- Ability to learn and follow procedures independently and consistently.
- Excellent organizational and time management skills, with the ability to multi-task.
- Comfortable navigating email systems, CRM tools, and internal tracking systems.
- Ability to manage multiple tasks and prioritize effectively under time-sensitive conditions.
- Ability to navigate a variety of websites and internal systems with ease.
- Ability and willingness to work collaboratively across teams.
- Self-motivated with the ability to manage multiple priorities in a dynamic environment.
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
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