Job description
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
.
Resource Brokerage
an Integrity Marketing Group company is one of the Midwest’s leading brokerage general agencies providing brokers a choice of Group Benefits, Major Medical, Life, Annuities, DI, LTC and Linked Benefits all in one place. Brokers work with a team of dedicated professionals who specialize in the lines of business they support. These teams also constantly undergo training and education with a focus on credentials that mean the most to our industry. Our management team is led by seasoned industry professionals with true brokerage experience and the know-how to help get things done for our brokers.
A new business case manager for a wholesale insurance brokerage firm is the cornerstone of the organization. Working with insurance brokers, carrier staff, and internal agency marketing and sales support staff, the case manager controls the workflow and thereby directly affects the agency’s financial results. Much of the work is focused on the use of technology to produce results, thus the appropriate candidate should be very familiar with PCs, common software packages, database management, and the internet.
This position can be entry-level with on-the-job training or for the seasoned veteran. The position provides full benefits and a competitive salary commensurate with experience.
Essential Duties & Responsibilities
- Follow up with brokers to make sure the process continues via email, and phone calls, and interacting with insurance company staff.
- Gather, review, document and process new business applications and necessary requirements for final underwriting.
- Report progress on pending business to brokers, agency sales staff, and agency management, order needed requirements for pending new business
- Communicate and negotiate professionally, concisely, and effectively with producers, underwriters, medical facilities and insurance carriers in order to expedite the underwriting process.
- Liaison for upper management, agents, underwriting department, and customers.
- Update and manage the database for new business tracking and sales results measurements.
- Manage multiple, concurrent projects often at various stages of succession and capable of working in a fast-paced environment and under pressure while being able to prioritize and multi-tasking.
Qualifications
- Customer service skills
- Relationship-building skills
- Teaching skills
- Telephone etiquette
- Computer proficiency
- Data entry skills
- Problem solving skills
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
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