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Administrative Assistant

Administration | Yakima, WA | Full Time

Job Description

About Integrity Marketing Group
Integrity Marketing Group is one of the nation’s leading independent distributors of life and health insurance products focused on serving the senior market. Founded in 2006, Integrity develops and distributes life and health insurance products with insurance carrier partners and markets these products through its distribution network, which includes other large insurance agencies located throughout the country that have over 100,000 independent agents. 

Summary

Carry out administrative responsibilities (non-marketing) on behalf of business unit. Support General Manager, Business Unit. Represent business unit in communication and correspondence with external contacts.

 

Essential Duties & Responsibilities

Accounts Payable

  • Review

  • Scanning & filing

  • Distribute for payment

  • Set up new accounts

  • Prepare check requests and send to Integrity for payment

 

Commission Statements

  • Distribute for scanning and filing

  • Carrier distributions and compile for 2017 & 2018

 

Case Management

  • Keep list of application issues to send to insurance carriers

  • Conference calls with carriers for New Business & Customer Service

  • New Business Status and follow ups

    • Scrub and submit New Business Applicatins

    • New Business Status calls

    • PASS alarms

    • AIM Status E-mail Inbx – Review, distribute if applicable, call or e-mail agent, create alarms in PASS

  • Coordinate with Integrity and CT Corp for license renewals, corporate filings

  • Agency Contracting

 

Other Duties

  • Open & distribute mail

  • Carry out Bank Deposit every Friday - Fill out Deposit slips and copy checks

  • Change bank information for commission deposits

  • AIM Carrier News Inbox - Review, distribute as appropriate and file

  • E-Applications - Review, submit or contact agent

  • Troubleshoot problem cases for agents

  • Agent licensing (only a few states left)

 

Qualifications

  • Minimum of 5 years of experience required

 

Supervisory Responsibilities: None

 

Skills

  • Attention to detail critical

  • Good follow through

  • Excellent phone skills

  • Extensive knowledge and experience as administrative support and with proven results & success

  • Must have experience with responsibilities listed above

  • Ability to maintain high level of accuracy in preparing and entering information

  • Effective time management, multi-tasking, and organization skills * Problem solving, critical analysis, and decision-making skills are essential

  • Effective verbal and written communication skills are critical (grammatically proficient)

  • Must be highly proficient in Microsoft Outlook, Word, Excel, and Power Point

  • Exceptional people skills--strong verbal, written, and interpersonal communication skills are a must

  • Ideal candidate must be very high energy with a positive, can-do attitude and be a proactive self-starter.

 

Education

  • High School Diploma required

  • 4-year college degree (Business or Commerce preferred)

 

Equipment Used

  • Computer

  • Telephone

  • Postage Machines

  • Fax

  • Scanner

  • Calculator

 

Work Environment

  • Office environment with moderate noise level

  • Frequent interruptions from foot traffic

  • Frequent phone calls and e-mail messages to address