Jobs at Integrity Marketing Group, LLC

Supports account teams by coordinating client projects, internal service teams, timelines, status reports, budgets, estimates, billings, meetings, and project workflows. Communicates with clients, prepares agendas and conference reports, proofs documents, manages brand guidelines, and assists with promotional planning, new business presentations, and special projects. Requires 2–4 years of agency experience, strong organization and communication skills, marketing and advertising knowledge, and proficiency with Microsoft Office and Adobe documents.

Provides sales leadership for independent insurance agents by recruiting, onboarding, training, servicing, and retaining agents. The role also supports sales objectives, participates in management meetings, and may conduct personal sales activities. Candidates must hold a life and health insurance license, have at least one year of insurance marketing and sales experience, and demonstrate the ability to manage and motivate insurance agents.

Supports fixed annuity issuance and processing, daily workflow systems, reporting, application data entry, process improvements, technology testing, and administrative operations. Handles communications, correspondence, package distribution, scanning, filing, and office support for new business and agent support teams. Requires strong accuracy, customer service, organization, communication, follow-up, and teamwork skills, with administrative experience in insurance or investment environments preferred.

Leads sales activities for independent insurance agents, recruits and onboards new agents, provides product and selling-tool training, supports agent retention, and helps achieve company sales objectives. The role also includes personal sales as directed by management, participation in meetings, and administrative support.

Manages sales support operations for agents, marketers, and office staff. Handles inquiries, case consultations, licensing, contracting, new business support, database updates, follow-ups, product positioning, pre-sale issue resolution, escalations, and commission-related planning. Serves as a subject matter expert on insurance carrier products and participates in cross-functional project teams.

Manages commission accounting operations, including reviewing and reconciling carrier statements, calculating agent commissions, processing advances, resolving payment discrepancies, generating reports, and maintaining records. Leads and coaches a team of 10–15 analysts, supports agent inquiries, performs quality oversight, improves accounting procedures, and ensures accurate and timely payments.

Supports insurance producers, financial advisors, and institutions by preparing customized annuity proposals and illustrations. Reviews financial information, evaluates client needs, identifies suitable annuity products, maintains product and rate knowledge, and communicates proposal recommendations. The role also handles inbound and outbound calls, coordinates with sales teams and carrier representatives, documents activity, analyzes proposal trends, and provides marketing materials. It is positioned as an entry point toward commissioned sales opportunities.

Supports downline insurance agencies and agents throughout the sales process, including case design, illustrations, product education, licensing, contracting, applications, and follow-up. Handles inbound and outbound sales requests, maintains agent records, provides sales positioning, resolves pre-sale concerns and escalations, and supports cases through payment. Builds strong agent relationships while delivering knowledgeable, tactful customer service and consultation.

Supports downline insurance agencies and agents through the sales cycle, including case design, illustrations, product education, sales positioning, licensing, contracting, applications, quotes, and follow-up. Handles inbound and outbound requests, provides case consultation, maintains agent information in the company database, and supports agents through payment.

Processes insurance license applications, renewals, changes, Secretary of State filings, DBA registrations, and certificates of insurance. Maintains accurate records, responds to routine status inquiries, follows established procedures, meets productivity and quality goals, and escalates complex issues. Works collaboratively while developing knowledge of state-specific licensing, filing, and regulatory processes.

Serves as the primary liaison among insurance agents, carriers, and the company. Provides proactive customer support, troubleshoots issues, guides agents through contracting and certification processes, navigates carrier portals, resolves escalations, documents interactions, conducts outreach, and maintains strong relationships to improve agent satisfaction and loyalty. Requires strong communication, problem-solving, organization, empathy, professionalism, and multitasking skills, with limited day travel and occasional overnight travel.

Develops and executes email, social media, and digital marketing campaigns across markets. Responsibilities include writing persuasive copy, managing campaign calendars, supporting lead generation and nurturing, analyzing performance data, coordinating audience segmentation and marketing automation, optimizing conversion rates, and improving campaign effectiveness through testing and emerging technologies.

Processes agent and agency contracting paperwork for insurance carriers, including licensing, appointments, and enrollments. Maintains CRM data, electronic records, contract statuses, and licensing reports while ensuring confidentiality and regulatory compliance. Provides phone and email support, resolves documentation issues, coordinates with sales and internal teams, and trains staff on contracting procedures.

Manage IT internal audit activities focused on ITGC framework development, SOX readiness, risk-based IT audits, ERP controls, automated controls, and technology risk. Partner with IT, Finance, external auditors, and business stakeholders; evaluate control effectiveness, identify deficiencies, oversee remediation testing, support technology implementations, and coach team members.

Conduct high-volume outbound outreach to licensed insurance agents through phone, email, social media, and text. Qualify agents, explain Integrity’s platform and products, schedule next steps, manage CRM records, follow up on leads, use AI tools, meet activity targets, handle objections, and collaborate with sales, marketing, and product teams. This entry-level role offers training and supports career growth in sales and insurance.

Supervise registered representative and investment adviser activities, identify and escalate sales-practice and conflict concerns, review correspondence and personal trading, maintain supervisory procedures, support compliance testing under SEC and FINRA rules, develop training materials, monitor regulatory changes, and report to the Chief Compliance Officer.

Independently manages moderately complex technology projects from initiation through closure, including scope, schedules, budgets, staffing, vendors, risks, quality, documentation, and stakeholder communications. Develops project plans, monitors milestones and dependencies, resolves issues, produces status reports, and leads cross-functional delivery teams. Requires strong IT and project management knowledge, collaboration skills, and proficiency with Microsoft Office, Microsoft Project, and project tracking tools such as Jira.

Manage life insurance application submissions, monitor case progress, track requirements, and provide status updates to advisors and clients. Review medical and application information, research alternative solutions, negotiate with carriers, and educate advisors on products and industry developments. Maintain case documentation in an agency management system, communicate by phone and email, build relationships with agents and underwriters, and improve processes while managing multiple priorities.

Coordinate recruiting, executive searches, interviews, candidate travel, onboarding, and onsite interview experiences. Manage complex scheduling, logistics, interview materials, feedback collection, background checks, offers, relocation, and I-9 verification. Serve as a primary contact for executive candidates and partner with leaders and Talent Acquisition stakeholders to deliver a polished, confidential, high-touch experience.

Drafts, negotiates, and reviews complex commercial agreements while advising business stakeholders on contractual, corporate, and legal matters. Maintains contract templates, playbooks, and checklists; supports CLM implementation, entity management, insurance renewals, governance, M&A, policy reviews, and pre-litigation disputes. The role also develops scalable legal processes using AI and workflow improvements and provides legal support to more than 200 subsidiary entities.