Member Experience Associate

Integrity Marketing Group LLC

. Answer calls as required by company policy in a helpful, professional, and timely manner .

Posted 9/18/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills and effective communication abilities while managing client interactions and maintaining accurate records. Proficient in utilizing client management systems and MS Office to support Life, Health, and Wealth needs while ensuring compliance with regulatory requirements.

Highest-signal resume keywords

Customer ServiceCommunication SkillsClient Management SystemMS Office ProficiencyInsurance or Financial Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Management SystemDocumentationRecord KeepingAppointment SchedulingCall Handling

Soft Skills

Excellent CommunicationMulti-taskingPrioritizationTeam CollaborationPresentation Skills

Industry Keywords

Life InsuranceHealth InsuranceWealth ManagementRegulatory ComplianceClient Interaction

About the role

Key responsibilities & impact

Answer calls as required by company policy in a helpful, professional, and timely manner
Schedule appointments
Place outgoing calls to provide or obtain information
Document all calls while in progress
Transfer calls to employees in other departments as required to meet client needs
Fully document client files or imaging systems with related material to maintain a clear and concise audit trail
Participate in cross-training and group training sessions
Communicate with supervisors, senior leadership, and team members to ensure accurate responses and avoid duplicated efforts
Perform other duties as assigned
Provide exceptional service and support to clients regarding Life, Health, and Wealth needs
Maintain accurate records of client interactions, inquiries, and resolutions in the client management system
Ensure compliance with regulatory requirements

Requirements

What you’ll need

High school diploma or equivalent
2-4 years of related experience
Excellent customer service, presentation, verbal, and written communication skills
Ability to multi-task and prioritize in a fast-paced environment
Excellent computer skills and proficiency with MS Office
Previous insurance or financial experience preferred
Willingness to train for candidates without previous insurance or financial experience

Benefits

Comp & perks

Competitive compensation package
Benefits for employees and families
Professional opportunities and career acceleration
Family-like work environment
Equal opportunity employer
Reasonable accommodations for qualified individuals with disabilities