Integrity · 6 hours ago
New Business Manager
Integrity Marketing Group is a leading independent distributor of life, health, and wealth insurance products. The New Business Manager is responsible for supervising a team of Life New Business Representatives, ensuring work is properly allocated and completed accurately and timely, while also assisting with escalations and high-value cases.
AdvertisingDigital MarketingInsuranceMarketing
Responsibilities
Case management by evaluating caseload assignments, case reviews and monitoring to assure quality and timing standards are met, employee training and evaluations, and weekly/monthly management reporting
Relationship building by facilitating periodic calls and meeting with carriers and vendors to assure standards are being met. Works closely with agents and wholesalers to build relationships, provide communications and assure service standards are adhered too
Handles escalated situations with insurance agents, wholesalers, vendors and insurance carriers to ensure appropriate resolution
Responsible for creating and maintaining new business work procedures, policies, workflows, reporting and work schedules
Maintains constant communication and partnership with Life Sales Leadership to ensure the excellent service is provided to our customers
Assists with high value or escalated cases by providing assistance and/or coverage on employee’s book of business; reviews new business applications to ensure they are in good order, case follow-up with carriers and on-going communication with agents
Qualification
Required
Knowledge of Contact Management systems
Knowledge of Microsoft Office
Strong management skills, including ability to coordinate and complete tasks with minimal supervision
Acts in compliance with department, company, and industry standards
Ability to communicate clearly and effectively, verbal and in writing
Embraces fast pace, demanding work environment
Embraces teamwork but also able to work independently
Follow and abide by the HIPAA guidelines
Must have 1-2 years of leadership experience, management experience preferred
2 – 4 years of Life Insurance experience
Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience
Active Life insurance license or able to obtain an insurance license within the first six months of employment
Benefits
Medical/Dental/Vision Insurance
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short-Term and Long-Term Disability
Company
Integrity
Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.
Funding
Current Stage
Late StageTotal Funding
$2.15BKey Investors
Silver Lake
2021-12-09Private Equity· $1.2B
2019-09-16Debt Financing· $945M
2019-08-28Private Equity
Recent News
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