Integrity · 13 hours ago
Relationship Experience Specialist
Scottsdale, AZ
Full-time
Onsite
Entry, Mid Level
2+ years expIntegrity Marketing Group is a leading independent distributor of life, health, and wealth insurance products. The Relationship Experience Specialist role involves supporting operations through reporting, administrative tasks, and ensuring efficient workflow in the processing of fixed annuity products.
AdvertisingDigital MarketingInsuranceMarketing
Responsibilities
Support the issuance and processing of our line of fixed annuity products
Assist with resources in daily workflow systems
Prepare various reports as requested
Data entry as part of our application process
Recommend process improvements if needed
Test new carrier and inhouse technology enhancements into infrastructure to ensure our clients have a smooth experience
Office support services for New Business Organization and Agent Support as needed
Receive, direct and relay phone messages, emails and faxes as they are received in the operations department
Assist with correspondence and package distribution within the team
Help maintain the general scanning and filing system used in the department
Qualification
Required
2-5 years' administrative experience required
Excellent customer service, accuracy, follow up skills and the ability to work as a team
Typing /10 key and MS Office proficiency
Solid written and oral communications skills and the ability to interact with all levels of the organization
Must possess sound judgment, be proactive, and maintain a professional demeanor
Preferred
Experience in an investment or insurance environment preferred
Series 6, 7, 63, 65, 66 OR Life and Health Licenses a plus but not required
Experience with workflow systems, notably Salesforce, a plus
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.
5001-10000 employees
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
Leadership Team
Linda Zukauckas
Chief Financial Officer
Said Taiym
Chief Operating Officer
Recent News
Company data provided by crunchbase