Agent Support Specialist
📋 Role Overview & Responsibilities
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 health and wealth so they can be ready for the good days ahead.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit IntegrityMarketing.com.
Responsible for overall support and assistance with administrative and marketing duties for the Product Team. Manage agent and carrier relationships within assigned territory.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Manages and completes tasks for Manager/Agent Sales Specialists to provide necessary resources.
Maintains current OneNote notebooks for the Under65 portfolio and ensure product information saved in Under65 department folders is up to date. Analyzes, gathers, saves, and distributes product promotional materials, plan information, and incentives for MTM team carriers and products.
Responds to MTM agent general agent email and phone inquiries and assist with scheduling follow up calls with the Manager/Sales Specialists.
Initiates, develops, and maintains agent and carrier relationships in assigned territory.
Makes targeted outbound calls to agents/agencies interested in offering insurance products within assigned territory.
Assists with marketing events and meetings such as annual Agent Summits. Attends carrier trainings, events, and webinars as required.
Sends contracts to agents as requested.
Assists with creation of one-off marketing campaigns, recruiting campaigns, and agent training documents and presentations.
Perform webinar administrative responsibilities such as scheduling webinars, starting and recording webinars, and updating registration lists.
Manages and distributes inbound email requests from the team general mailbox.
Assists with creation of various team sales reports using Microsoft Excel. Works with other departments on cross-team projects.
Works RAMS Flow for primary product/carriers, making agent follow-up calls as needed.
Additional Responsibilities As Assigned By Manager.
QUALIFICATIONS
High School Diploma or equivalent.
Active Health & Life Insurance License or willingness to obtain license within the first year in the position.
Advanced understanding of insurance and agent relationship.
Knowledge of Sales, Marketing, Contracting, and New Business operations and procedures.
1+ Years’ Insurance Sales Experience
Strong communication skills, especially over the phone.
Strong computer and typing skills.
Strong customer service skills.
Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone.
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 support you daily.
Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
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
PandoLogic. Keywords: Insurance Agent, Location: Harrisburg, PA - 17110
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This position is located in Harrisburg, PA with potential relocation and sponsorship assistance depending on candidate qualifications.
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