Full-Time

Licensing Coordinator I

Posted on 12/3/2024

Integrity

Integrity

501-1,000 employees

Fintech
Financial Services

Entry

Norfolk, NE, USA

Category
Administrative & Executive Assistance
Administrative Support
Required Skills
Customer Service
Requirements
  • High school diploma required; a college degree is a nice bonus!
  • 3+ years in an administrative role is preferred.
  • 1+ years of licensing experience? That’s even better!
  • Familiarity with the insurance industry is a plus.
  • You’re great at making decisions and know when to bring others into the loop.
  • You have excellent customer service skills with a warm, can-do attitude.
  • Accuracy is your middle name—you catch even the smallest details.
  • You know how to juggle multiple tasks and still meet deadlines.
  • Policies and procedures? You follow them like a pro.
  • Confidentiality is important to you, and you align with our company values.
Responsibilities
  • Take charge of processing license renewals and applications, ensuring everything is submitted accurately and on time.
  • Provide behind-the-scenes administrative support to keep our licensing operations organized and efficient.
  • Collaborate with partner offices and experts to troubleshoot any questions or roadblocks along the way.
  • Stay on top of changing processes by working with state offices and vendors—and help us get things right the first time.
  • Gather, review, and send out important documents to our partners, ensuring everything checks out before submission.
  • Keep our licensing files up to date and make sure both new and existing partner offices are covered.
  • Maintain a tidy and up-to-date contact list of partner offices and vendors.
  • Update SOPs and playbooks regularly so our processes stay fresh and effective.

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

N/A

Headquarters

Oxford, Massachusetts

Founded

N/A

Growth & Insights
Headcount

6 month growth

4%

1 year growth

22%

2 year growth

88%
Simplify Jobs

Simplify's Take

What believers are saying

  • Integrity's acquisitions, like Gladstone Wealth Partners with $13 billion in assets, indicate strong growth potential and financial stability.
  • The partnership with Gosen Insurance Group highlights Integrity's commitment to community-focused service, potentially leading to increased customer loyalty and market expansion.
  • Joining forces with Annexus to innovate in annuity and life insurance product design could position Integrity as a leader in product innovation.

What critics are saying

  • The rapid pace of acquisitions may lead to integration challenges, potentially affecting operational efficiency and company culture.
  • Dependence on acquisitions for growth could expose Integrity to financial risks if newly acquired entities underperform.

What makes Integrity unique

  • Integrity Marketing Group's focus on serving diverse communities, such as the Hispanic community, sets it apart from competitors who may not prioritize cultural inclusivity.
  • The company's strategy of acquiring various insurance agencies and wealth management firms enhances its comprehensive service offerings, distinguishing it from more narrowly focused competitors.
  • Integrity's use of cutting-edge insurtech resources provides a technological edge in the insurance and wealth management sectors.

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