Jobs at Integrity Marketing Group, LLC

Design and implement enterprise-scale technical solutions and integrations. Build logical and physical architectures, CI/CD pipelines, containerized cloud applications, API management, and security (SAML/OIDC). Collaborate with engineering and product teams, perform testing and debugging, define KPIs/KRIs, and drive innovation and risk management across projects.

Provide administrative support to insurance agents: answer and direct multi-line calls, manage and update client databases, prepare reports and documents, deliver excellent customer service, support daily operations, troubleshoot operational issues, and communicate professionally with customers, agents, carriers, supervisors, and co-workers.

Serve as the company's first point of contact: greet visitors, manage front-desk operations, coordinate mail/packages, maintain office supplies, manage meeting room calendars and catering, assist staff with administrative tasks, track invoices, and support ad-hoc projects to ensure smooth office operations.

Provide client and agent support during enrollment periods by responding to inquiries, guiding enrollment processes, entering and verifying data, tracking enrollment activity, maintaining documentation, and escalating complex issues. Support agents administratively during AEP and help identify process improvements.

Own lifecycle marketing campaigns across email, in-app, SMS, push, and content cards. Plan, build (copy, HTML, designs), QA, execute, analyze A/B tests, report performance, and ensure compliance with CAN-SPAM, TCPA, and HIPAA. Maintain campaign assets, calendars, and documentation while partnering with brand and external teams.

Manage and support agents to improve performance and satisfaction by providing sales support, training, CRM data entry, troubleshooting operational issues, tracking productivity, and delivering excellent customer service to grow client base and profitability.

Perform premium and general accounting tasks including data entry of cash receipts, disbursements and journal entries, prepare deposits (RDC/lockbox), maintain cash logs and imaging folders, reconcile claims registers, and collaborate with Customer Service and New Business for research and month-end closing.

Create, manage, and distribute compliant marketing content across channels. Own content lifecycle, CMS governance, social media strategy, content calendars, and cross-functional approvals to support product launches, sales enablement, and recruiting.

Process and reconcile retirement plan transactions (contributions, distributions, loans, transfers), maintain participant and plan records, perform quality control, resolve operations issues, support documentation, and propose process improvements to ensure compliance and timely daily processing.

Manage and execute advisor-facing sales marketing programs for life & annuities, overseeing operations, vendor relationships, advertising, engagement strategies, performance analysis, budgeting, and leading Workshop Coordinators to drive advisor activation and program effectiveness.

Support advisors by troubleshooting and optimizing wealth technology platforms (Black Diamond, Salentica, CRM, RCI). Provide onboarding, training, account setup, permissions management, data integrity audits, ticket triage, reporting, and coordination across internal teams and external custodial partners. Track project and training metrics and deliver high-quality advisor support.

Prepare and issue invoices, manage receivables and collections, perform month-end journal entries and reconciliations, support budgeting/forecasting and ad hoc financial analysis, maintain accounting operations, back up critical processes, and identify process improvements.

Perform daily treasury operations including sending issue and ACH files to banks, researching outstanding checks, placing stop payments and issuing replacements, processing ACH returns, reconciling bank accounts, managing Positive Pay tasks, producing notices for outstanding checks, and verifying remote deposits.

Calculate, administer, and verify sales commissions; organize and validate commission data from multiple sources; audit carrier reports; maintain records; improve commission processes and reporting; manage commission cycles and carrier payments; assist agents with carrier rules.

Process, review, and reconcile broker and advisor commission data. Enter transactions, investigate commission holds and discrepancies, collaborate with Operations/Compliance/Finance, support payouts, audits, and system testing, and maintain documentation to ensure regulatory and policy compliance.

Act as primary contact for advisor clients, resolve escalated issues, provide training and support on brokerage systems, maintain call quality metrics, document procedures, use CRM for call records, and participate in projects to improve client experience.

Manage a shared-services Commission Payables team to validate, process and reconcile agent commission payments across ~80 businesses. Implement Oracle Fusion payables, design processes and controls (1099/AUP), hire and lead 1-5 direct reports, monitor volumes and metrics, troubleshoot system issues, and ensure timely, compliant payments and reconciliations.

Process and verify agent contracting paperwork, submit via carrier portals, resolve outstanding contracting issues, and provide agent support via phone, email, and in person. Create service requests, communicate with carriers, assist with new business processing, train staff, and handle special projects and miscellaneous duties as assigned.

Lead end-to-end recruitment: source, pre-screen, interview, evaluate, and select candidates; maintain recruiting metrics; manage job posting channels; support recruiting team and improve sourcing strategies.

Support collection, cleaning, integration, and basic analysis of business data. Run routine reports, ensure data accuracy and standardization, identify trends and root causes, and document work to support project teams and leadership.