Wealth Services Associate

Job Summary

This role is a client-centric position that requires the individual to manage and respond to client inquiries via phone, email, and fax. The individual will also be responsible for researching doctors and prescriptions, making outbound calls to clients for appointment confirmations, and verifying necessary information for client and advisor meetings. This role involves building positive relationships with clients, updating and maintaining the client CSR database, processing claims on behalf of clients, and advocating for clients through service challenge escalations. The individual may also be assigned other tasks and projects by the CRM.

Primary Responsibilities:

• Respond to and manage client inquiries through various channels
• Conduct web-based research on doctors and prescriptions
• Make outbound calls to clients for appointment confirmations and information verification
• Foster positive relationships with clients through collaboration and trust
• Update and maintain the client CSR database
• Process client claims
• Advocate for clients in service challenge escalations
• Handle other tasks and projects as assigned by the CRM

Primary Skills & Requirements:

• High School degree or equivalent
• 2-4 years of relevant experience
• Ability to multitask in a fast-paced environment
• Prior customer service and/or administrative experience
• Experience with the Microsoft Office suite, particularly Excel
• Ability to learn proprietary computer systems
• Excellent communication skills with emphasis on professionalism and attention to detail

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.