Jobs at Integrity Marketing Group, LLC

Manage recruitment and growth of agents/agencies with emphasis on Medicare and ACA products. Provide field sales support, training, carrier engagement, and cross-department collaboration. Develop market strategies, create marketing collateral, track campaign effectiveness, and serve as SME on sales systems and reporting to optimize agent acquisition and performance.

Support research staff on secondary government data projects, survey programming, data collection/panel management, and reporting. Assist with client and syndicated project deliverables and maintain records; attend company meetings.

Provide front-desk and administrative support: greet clients, manage multi-line calls, schedule appointments, maintain CRM and compliant records (HIPAA), prepare documents, manage supplies, and assist agents with files and outreach.

Provide hands-on HR support for leaders and employees including workforce planning, onboarding/offboarding, talent program coordination, performance cycle logistics, employee coaching, and everyday P&C operations. Serve as a capacity extender for PCBPs, manage HR data and trackers, coordinate cross-functional partners, and support change initiatives such as policy updates, reorganizations, and program rollouts.

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.

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.

Serve as the operational liaison between sales strategy and compliance. Manage full lifecycle of agent and agency contract changes, onboard large agency contracts, administer compliance documentation, coordinate agent-to-agent book-of-business transfers, analyze policy transfer eligibility, track commission-related changes, and collaborate with internal sales teams and external partners to ensure accurate, compliant operational execution.

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.

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.

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.

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.

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.

Aggregate, clean, integrate, and analyze business data; run routine reports; identify trends and root causes; document work and follow data entry standards; support process improvement.

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 and reconcile commission statements and payouts, perform audits, handle commission service tickets, submit and clear batch exceptions, update systems, and maintain low error and SLA rates.

Supervise and lead the Agency Team, acting as the primary escalation for complex policy, regulatory, and operational issues. Ensure agent compliance, coach Agency Advisors and Team Leads, maintain documentation and workflows, facilitate cross-department communication, assist onboarding and training, and report sales KPIs and agent sentiment to senior management.