Full-Time

Licensing Coordinator

Confirmed live in the last 24 hours

Integrity

Integrity

501-1,000 employees

Fintech
Financial Services

Entry

Kissimmee, FL, USA

Category
Administrative & Executive Assistance
Administrative Support
Specialized Administrative Roles
Requirements
  • This position requires a minimum of a high school diploma.
  • Previous sales management experience preferred.
  • Experienced with MS Office software.
  • Excellent written and verbal skills.
  • Must be detail oriented, self-motivated, organized, and presentation skills.
  • Bilingual Spanish-English required
Responsibilities
  • Assist external brokers in completing their initial on-boarding and contracting forms.
  • Monitors the brokers contracting phase with each individual appointed carrier.
  • Verifies contract requests and serves as a liaison between the agency and the carriers.
  • Reads and interprets producer reports.
  • Enters PII into Company’s CRM efficiently and accurately.
  • Verifies producer reports and uploads carrier writing numbers in Company’s CRM.
  • Prepare a variety of reports as requested by the job assignment.
  • Schedules and coordinate appointments for brokers to complete contracts.
  • Establishes and maintains effective working relationships with department associates, administrative officials, and program partners.
  • Updates broker’s Company’s CRM profile when requested.
  • Assists department lead and supervisor with special projects.
  • Processes and maintains all correspondence, paperwork, reports, and files relating to accounts.
  • Collaborate across all departments and functional levels of the organization and adapts to the needs of the organization.
  • Attends marketing events to engage with our external agents and vendor District Managers.
  • Maintains up-to-date awareness of company activities, industry trends and government regulations that will enhance broker relationships.

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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