Agent Support II jobs in United States
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Integrity · 1 day ago

Agent Support II

Integrity Marketing Group is a leading independent distributor of life, health and wealth insurance products. The Agent Support II role involves processing paperwork, providing agent support, and tracking contract statuses while requiring excellent communication skills and the ability to multitask in a fast-paced environment.

AdvertisingDigital MarketingInsuranceMarketing

Responsibilities

Communicate professionally, verbally & written with agents, agencies & carriers
Organize multiple email inboxes and provide responses to inquiries in a timely manner
Take phone calls from agents/agencies & carriers. Return voicemails in a timely manner
Utilize Excel & Word for reports and templates we send to agents/receive from carriers
Assist agents with complex issues
Complete Welcome Calls and introduce new agents to Berwick Insurance and our resources
Understand different Medicare carriers & their processes
Understand commissions from the carriers
Troubleshoot issues for agents whether it be with their clients or the carriers
Ability to understand multiple systems and resources available to our agents offered by Berwick
Reach out to our carriers to help our agents when facilitating issues
Work with multiple members of the team and other departments
Assist/understand certifications with our Medicare carriers
Navigate different carrier’s sites

Qualification

Medicare experienceMicrosoft ExcelMicrosoft WordCustomer service skillsCommunication skillsBasic computer proficiencyListening skillsSpanish speakerAttention to detailOrganizational skills

Required

Excellent communication skills, both verbal and written
Ability to multitask in a fast-paced environment
Prior customer service or administrative experience
Proficiency in Microsoft Excel, Outlook & Word
Basic computer proficiency
Strong listening skills
Attention to detail with strong organizational skills
Strong customer service skills

Preferred

Medicare experience
Spanish speaker

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

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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 Stage
Total Funding
$2.15B
Key Investors
Silver Lake
2021-12-09Private Equity· $1.2B
2019-09-16Debt Financing· $945M
2019-08-28Private Equity

Leadership Team

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Linda Zukauckas
Chief Financial Officer
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Said Taiym
Chief Operating Officer
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Company data provided by crunchbase