Insurance - Client Experience & Onboarding Specialist (Remote)

Plan Advisors, an Integrity company, helps support the business growth of agents and agencies by supporting their financial and technology needs. With a focus on service, we strive to ensure that we have a team comprised of industry experts that can serve as a trusted business resource and partner. Position Overview The Client Experience Onboarding Specialist plays a key role in supporting our agents by providing accurate, timely, and helpful assistance regarding health insurance carriers and Ready-to-Sell (RTS) status. This individual will serve as a first point of contact for agent inquiries via email and phone, helping to ensure a seamless experience for agents throughout the onboarding and carrier contracting process.

Key Responsibilities

• 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. Skills and Qualifications
• 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

Available

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short-Term and Long-Term Disability Salary The general pay scale for this open position is $50-60,000 annually. Pay for a selected candidate will be determined within the pay scale based on one or more of the following factors candidate’s experience, skill set, education level, and/or location. About Integrity Integrity 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 you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we 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 Integrity.com. 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. Apply tot his job Apply To this Job

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