Integrity · 6 days ago
Account Director (Customer Support to Insurance Agents)
Integrity is a leading independent distributor of life, health, and wealth insurance products. The Account Director will deliver exceptional customer support to agents and marketers, serving as a liaison and ensuring high levels of service and effective communication.
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Responsibilities
Serve as the main point of contact between agents and carriers, ensuring high levels of service and effective communication
Develop and nurture new and existing relationships to drive agent satisfaction and loyalty
Provide proactive support by troubleshooting and resolving agent concerns, aiming for first-call resolution whenever possible
Guide agents through processes, including contracting, certification, and navigating carrier portals
Address escalations and resolve conflicts with empathy and professionalism, involving leadership when necessary
Ensure thorough documentation of interactions and maintain accurate records
Complete scheduled outreach calls, ensuring timely follow-ups and team communication as needed
Continuously learn and improve to enhance service delivery
Perform additional tasks as assigned to support business objectives
Qualification
Required
Problem-Solving: Quickly identifies and resolves issues, with a focus on collaborative solutions
Customer Service: Responds promptly to agent needs, delivering a high standard of support and communication
Interpersonal Skills: Skilled at conflict resolution, active listening, and open-mindedness
Written Communication: Produces clear and accurate written materials with attention to detail
Teamwork: Contributes to a positive and collaborative team environment
Professionalism: Treats others with respect, takes responsibility for actions, and maintains a reliable work ethic
Organization and Multi-Tasking: Effectively prioritizes and manages tasks
Initiative: Demonstrates self-motivation, seeks opportunities for growth, and takes ownership of responsibilities
Travel Requirements: Limited day travel with occasional overnight travel
Strong verbal and written communication skills
Exceptional attention to detail
Proven track record as a team player
Organized, credible, and dependable
Ability to multitask in a dynamic environment
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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