New Business Case Coordinator/Insurance Application Specialist

New Business Coordinator/Insurance Application Specialist

PHP

Addison, TX

About PHP

PHP is a national life insurance field marketing organization (“FMO”) founded in 2009 by visionary entrepreneur Patrick Bet-David. PHP partners with leading insurance and annuity carriers to offer a comprehensive basket of insurance products to a diverse client base in the middle-class market. PHP provides a part-time or full-time opportunity to individuals in this market wishing to pursue careers as life insurance agents. PHP passionately serves our diverse middle-class consumer clients through a field sales force of nearly 20,000 licensed agents (Q4 2021). PHP headquarters offices are in Addison, Texas (Dallas metroplex).

Job Summary

PHP Agency is looking for a New Business Case Manager to join our growing operations team and help manage the seamless processing of life insurance applications. In this role, you will act as a key liaison between independent insurance agents, carriers, and our internal teams. Your primary focus will be to ensure the accuracy and completeness of incoming applications, resolve missing information, and submit completed paperwork to our network of insurance carriers. Success in this position means delivering high-quality support with a sense of urgency, strong attention to detail, and an eagerness to collaborate with agents and staff. This role offers an exciting opportunity to contribute to a fast-paced, dynamic organization while growing within the life insurance industry.

If you thrive in an environment that values efficiency, problem-solving, and excellent interpersonal communication, this is your chance to become part of a mission-driven company dedicated to serving the middle-class market through innovation and opportunity.

Primary Responsibilities: 

• Analyze and process incoming life insurance applications, ensuring accuracy and completeness.

• Communicate with life insurance agents or their staff via email or telephone to follow up on missing requirements or clarify information.

• Enter data into proprietary home office systems.

• Submit life insurance applications or contracting paperwork to the appropriate carriers through various delivery systems.

• Calculate recognition points earned from life insurance applications.

Primary Skills & Requirements:  

• Experience: 1-2 years in a processing role, meeting daily production goals and quality metrics.

• Quick Learner: Ability to grasp new concepts quickly.

• Organized and Motivated: Self-starter with a high level of motivation.

• Reliable: Dependable and coachable with a positive, can-do attitude.

• Adaptable: Comfortable working in a fast-paced environment.

• Accountable: Takes ownership, drives a sense of urgency, and is highly detail-oriented.

• Problem-Solving Skills: Good problem-solving and analytical skills, with a familiarity with basic math.

• Interpersonal Skills: Excellent interpersonal skills; able to build strong relationships within the home office, and with independent insurance sales agents and their staff.

• Customer Service Skills: Good customer service skills, with the ability to work with different personality types and styles, in person or by phone.

• Communication Skills: Excellent written and oral communication skills (in person, email, and telephone).

• Computer Skills: Proficient in Outlook, Excel, Word, and able to type a minimum of 50 words per minute.

• Preferred Experience: Experience with a workflow system and in the insurance industry is a plus.

• Language Skills: Bilingual in English/Spanish is preferred for this role.

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 supp