Integrity Marketing Group LLC

Manager

• Coordinate and prioritize gathering and processing of licensing documentation for agents
• Maintain knowledge of carrier appointment and contracting requirements
• Build relationships with internal and external partners
• Consult with advisors on best practices related to contracting and commission payouts

Contract Manager

Agent

• Primarily Outbound calls with Inbound call opportunities
• Work with clients to deliver Medicare Health Plans solutions that work with their doctors, hospitals, and medications.
• You will work with most major insurance carriers and be able to sell Medicare Advantage, Medicare Supplement, and/or Part D Prescription Drug Plans.
• Fulfill all policy requirements
• Constantly update job knowledge and learn about new products and services
• Attend and participate in team meetings
• Be coachable, open-minded, and open to constructive feedback

Licensed Healthcare Agent – Medicare Only

Customer Support

• Provide operational-based customer service regarding commissions and agent support
• Analyze commission data for trends, errors, and accuracy
• Act as the first point of contact for operational inquiries
• Communicate with carriers and handle agent issues
• Complete assigned reporting within set timeframe

Agent Support Representative

Compliance

• Assisting with the implementation and management of compliance policies and procedures
• Supporting the establishment, implementation, and maintenance of downstream partner oversight activities
• Assisting the Compliance Manager with compliance education and training for independent agents
• Maintaining effective business relationships with vendors, outside auditors and regulators, industry compliance teams and officers, and professional trade groups
• Reviewing the company's consumer-facing website and marketing materials to ensure compliance
• Completing miscellaneous duties as assigned by the Compliance Manager

Compliance Analyst

Account Manager

• Manage the relationship of new financial representatives to Integrity from the beginning of the recruiting process through the transition on-boarding process
• Deliver customized and on-demand training and education to firms on policies, procedures, and processes for new firms joining Integrity
• Assist and lead projects to identify and implement improvements for onboarding and transition department
• Assist & coordinate with the Integrity Recruiting team with updates, status and proactive follow up’s
• Assist in developing marketing and related materials used for recruiting new advisors to Integrity Wealth
• Other duties as assigned

Relationship Manager

Insurance

• Responsible for providing sales support for insurance clients by creating timely illustrations
• Sending of state specific and compliance forms
• Providing educational or point of sale documents
• Being a liaison between carriers and clients
• Making outbound and inbound calls
• Answering questions for clients specific to service inquiries and resolving problems
• Being able to navigate the Web and provide web-based documents to clients as needed
• Providing input and support on new product and sales processes
• Participation on Team and Individual Meetings
• Performing other duties as assigned

Insurance Agent Sales

• Responsible for providing sales support for insurance clients by creating timely illustrations
• Sending state specific and compliance forms
• Providing educational or point of sale documents
• Liaison between carriers and clients
• Outbound and Inbound calls
• Ability to elicit a client’s needs with speed and composure
• Answer questions for the clients specific to service inquiries and resolving problems
• Navigate the Web and provide web-based documents to clients as needed
• Be computer literate and efficient in Word, Excel
• Provide input and support on new product and sales processes
• Participation on Team and Individual Meetings
• Perform other duties as assigned

Bilingual Insurance Agent Sales

• Manage large amounts of inbound and/or outbound calls in a timely manner
• Follow communication scripts, prompts, call flows when handling different topics
• Identify customer’s need and clarify information
• Seize opportunities to schedule appointments, where applicable
• Keep records of all conversations in our call center database in a comprehensible manner
• Leveraging your computer navigation skills to toggle between multiple screens and systems to provide answers and support
• Ability to adapt and respond to different types of characters
• Ability to work well in a structured work setting and adhere to a daily schedule
• Work closely with Call Center Managers to promptly resolve issues
• Handle complaints professionally
• Meet personal/team/site qualitative and quantitative targets
• Assist customers with finding/changing doctors, and ordering ID cards
• Assist insured’s with disputing bills, filing grievances and appeals
• Set up gym membership programs
• Assist in submitting initial applications for Medicare and/or Social Security benefits
• Strong attention to detail with excellent time management and decision-making skills
• Perform other duties as assigned

Customer Service Representative

• Responsible for providing sales support for insurance clients by creating timely illustrations
• Sending of state specific and compliance forms
• Providing educational or point of sale documents
• Acting as a liaison between carriers and clients
• Ability to elicit a client’s needs with speed and composure
• Answering questions for the clients specific to service inquiries and resolving problems, by responding orally, virtually, and or in writing
• Having a passion to deliver top quality service
• Able to navigate the Web and provide web-based documents to clients as needed
• Being computer literate and efficient in Word, Excel
• Providing input and support on new product and sales processes
• Participation on Team and Individual Meetings
• Performing outbound and inbound calls
• Performing other duties as assigned

Insurance Agent, Sales

• Responsible for providing sales support for insurance clients by creating timely illustrations, sending of state specific and compliance forms, providing educational or point of sale documents
• Outbound and Inbound calls
• Ability to elicit a client’s needs with speed and composure
• Answer questions for the clients specific to service inquiries and resolving problems, by responding orally, virtually, and or in writing
• Able to navigate the Web and provide web-based documents to clients as needed
• Be computer literate and efficient in Word, Excel
• Provide input and support on new product and sales processes
• Participation on Team and Individual Meetings
• Have strong communication skills and great work ethic
• Perform other duties as assigned

Temporary Insurance Agent – Sales

• Develop and implement effective sales strategies to sell and service property and casualty insurance policies
• Network and build relationships with potential clients
• Understand the individual needs of the clients and recommend suitable insurance policies
• Complete all necessary paperwork related to insurance policies
• Stay up to date with changes in insurance products, compliance and regulations
• Work towards achieving sales targets and objectives
• Maintain records of insurance policies sold and prospective clients
• Address and resolve clients’ complaints and queries promptly and professionally

Property & Casualty Account Manager

Analyst

• Responsible for utilizing carrier applications and internal systems to administer the full commission process from receiving initial reports through the coordination with Accounting Manager for dispensing payments.
• Ensures timely and accurate payments to insurance agents.
• Resolves escalated commission issues in conjunction with the broker services commission team.
• Downloads, receives, formats, imports, and verifies commission reports.
• Uploads reports to the Ritter Agent Payment system.
• Verifies accuracy of internal systems.
• Coordinates payment processing with the Accounting Manager.
• Provides formatted reports per accounting requirements.
• Perform manual calculations for quarterly allowances.
• Review agent’s debt and include in the debt collection process when necessary.
• Work with the RAP developer to provide testing and feedback in system releases.
• Provides customer service to agents via phone, email, and in person as necessary.
• Creates Service Requests (SRs) as needed to track and handle agent issues.
• Provides full circle customer service to verify agent issues are properly and thoroughly addressed.
• Assumes responsibility for various cross-training assignments.
• Assumes responsibility for miscellaneous duties as assigned by Supervisor.