Integrity Marketing Group LLC

Insurance

• Evaluate, process, and submit documentation required for agent appointments with various carriers.
• Assist agents in establishing their profiles within SureLC, the online contracting platform used by the company.
• Liaise with carrier representatives to track the status of contracting applications and identify any outstanding requirements.
• Inform agents about any expired documents, missing information, or additional details needed by specific carriers.
• Gather accurate and timely information from agents to meet carrier requirements.
• Respond to inquiries related to licensing and contracting from LS staff and agents.
• Record all important actions in the Agency Integrator and SureLC accounts for agents and firms.
• Ensure that data is up-to-date in relevant systems, including maintaining agent codes for different carriers.
• Guide agents to the correct resources for engaging with state insurance departments.
• Oversee the administration of the SureLC system, ensuring all necessary carriers, forms, and data hierarchies are accurately maintained.
• Set clear expectations with agents and internal staff regarding timelines for completing the contracting process.
• Utilize a web-based document management system to efficiently organize and transmit necessary documents.

Life Insurance Contracting and Licensing Specialist