New Business Specialist Job at Integrity Marketing Group
Why Work Here
We love celebrating all your hard work with fun and swag — and we love giving back! You can look forward to friendly competitions and contests, as well as activities that help raise money for charities in the communities we serve.
At Integrity, we include benefits that make work-life more fun with more peace of mind for you. These benefits include but are not limited to:
- Generous PTO and holiday schedule, with extra time off for community service and your birthday
- Multiple health insurance plans to choose from
- 401(k) with immediately vested employer matching
- Integrity-paid HSA contributions for eligible health plans
- Participate in our employee ownership program, which grants meaningful ownership in Integrity’s ongoing success
Position Responsibilities:
- Communicate professionally, concisely, and effectively with internal and external customers
- multi-task and prioritizing daily activities
- Understand and deliver a high level of service to advisors, vendors, carriers, and fellow employees
- Provide excellent customer service, ensuring timely responses to emails and phone calls
- Responsible for new application processing including entering all required information into our case management system
- Work closely with the Director of New Business and Case Managers
- Manage new business process
- Research and obtain requirements
- Update and communicate with carriers and clients
- Initiate, manage and confirm advisor licensing & appointment status
- Manage and maintain all records in Agency Management Solution (SmartOffice)
- Remain abreast of all licensing regulations
Position Requirements
- Bachelor's degree preferred
- 2-4 years related new business operational experience,
- Life Insurance experience preferred.
- Agency Management Systems experience preferred (SmartOffice)
- Proficiency with Microsoft Office and Adobe Professional PDF maker
- Foundational understanding of technology and ability to assist with basic PC/internet technical troubleshooting
- A positive and professional demeanor
- Excellent written and verbal communication skills
- Ability to work well under pressure with multiple priorities and deadlines
- Fast-learner, results-oriented, inquisitive individual motivated to grow and develop
- Confident, team player who can help create, refine, and expand this role over time
- Strong attention to detail
Integrity Marketing Group headquartered in Dallas, Texas, is a leading distributor of life and health insurance, and provider of innovative solutions for wealth management and retirement planning. Through its partner network, Integrity helps millions of Americans protect their life, health, and wealth with a commitment to meet them wherever they are — in person, over the phone and online. Integrity’s cutting-edge technology helps streamline the insurance and financial planning experience for all stakeholders. In addition, Integrity develops products with carrier partners and markets them through its nationwide distribution network. Integrity’s nearly 6,000 employees work with approximately 500,000 agents and advisors who serve more than 11 million clients annually. In 2022, Integrity will help carriers place almost $20 billion in new sales and oversee more than $30 billion of assets under management and advisement through its RIA and broker-dealer platforms. For more information, visit www.integritymarketing.com.
Integrity Marketing Group, 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 Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities.
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