New Business Representative

Integrity Marketing Group Harrisburg , PA 17101

Posted 3 weeks ago

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 processing new business applications and handling agent support regarding the application process.

ESSENTIAL FUNCTIONS AND BASIC DUTIES:

  • Assumes responsibility for processing applications.

  • Sorts, organizes, and distributes incoming applications.

  • Scrubs inbound applications to ensure each is complete and correct.

  • Scrubs the Scope of Appointment to ensure each is complete and correct.

  • Works with the agents, or the agent's hierarchy, to resolve any errors or omissions to applications.

  • Keys application information into appropriate carrier website or faxes application to appropriate carrier.

  • Keys application information into RAMS Submissions if applicable.

  • Verifies receipt of each application by the carrier. Saves and/or uploads verification confirmations as necessary.

  • Assumes responsibility for agent support.

  • 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.

  • Communicates with carriers to resolve agent issues.

  • Communicates with the Lead, Quality assurance reps, and Manager as needed on escalated issues.

  • Provides full circle customer service to verify agent issues are properly and thoroughly addressed.

  • Assumes responsibility for various cross-training assignments.

  • Assists with processing contracting and licensing as necessary.

  • Assists with additional agent support as necessary.

  • Assists with verifying Ready to sell status for agents.

  • Assumes responsibility for training new hires, temporary employees, and cross-training current staff as needed. Assumes responsibility for special projects as needed. Assumes responsibility for miscellaneous duties as assigned by supervisor. The ability to work weekends from home as scheduled OR required. (Flexible)

QUALIFICATIONS:

  • High School Diploma or equivalent.

  • Basic understanding of insurance and agent relationship.

  • Knowledge of New Business operations and procedures.

  • One year customer service experience and/or data entry experience.

  • One- year experience with Microsoft Office.

  • Good communication skills, especially over the phone.

  • Good computer and typing skills.

  • Good customer service skills.

  • Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone.

  • Positive attitude and ability to work well with others.

  • Maintains a good Quality expectation on all New business competencies.

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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