Agency Relations Coordinator

About the Company

Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith. At Integrity, we help people prepare for the good days ahead. We strive to make the process of securing health and financial well-being simpler, more beneficial and ultimately more human. By connecting people to the opportunities and relationships they need, we’re helping them make the most of what life brings. With a workforce that stretches across the nation, Integrity connects service and empathy with technological expertise to develop products that take care of consumers. Integrity couples personal support with advanced services at scale to help our partners continue to grow meaningful relationships and position their businesses to thrive.

PIPAC is an Integrity partner delivering enterprise class technology, nationwide carrier access, and full back-office support across Medicare, ACA, Group, Life, and Annuities—paired with the personalized service agents expect from a true partner.

We have immediate opening for an Agency Relations Coordinator! in Cedar Falls, IA!

About the Role

This is a fantastic opportunity for an early-career professional who is eager to learn, grow, and gain hands-on experience in operations, administration, and relationship management. As an Agency Relations Coordinator, you will be responsible for supporting agent onboarding, licensing, and contracting activities while building strong partnerships with agents and insurance carriers.

Responsibilities

Licensing & Contracting

• Process agent contracting for health, life, and annuity carriers in an accurate and timely manner
• Track and follow up on pending contracts with carriers and agents
• Obtain and verify licenses; monitor and notify agents of upcoming expirations
• Maintain contracting requirements, SOPs, and carrier-specific guidelines
• Issue writing numbers, onboard new agents, and process terminations (with approval)
• Support commission assignments and book-of-business transfers

Agent Onboarding & Support

• Guide new agents through onboarding, including system setup, contracting materials, and training registration
• System and Tool Proficiency: utilize carrier websites, OneNote, Monday.com, and other tools to assist in tracking and cleaning up pending and submitted contracts, ensuring efficient management of the agent pipeline.
• Respond to agent inquiries and provide ongoing support
• Maintain strong working relationships with agents, carriers, and internal teams
• Special projects and other duties assigned.

Data Management & Reporting

• Entering, verifying, and reconciling production
• Maintain and update agent records in database systems
• Ensure compliance with state DOI (Department of Insurance) regulations and carrier requirements
• Communicate updates as needed
• Prepare reports related to licensing, contracting, and agent programs

Qualifications

• High school diploma
• Newly graduated from university and or College
• 2–5 years of administrative, operations, or related experience
• Experience with licensing, contracting, or insurance industry (preferred)
• Proficiency in Microsoft Office and database systems
• Strong communication and customer service skills

Required Skills

• Strong attention to detail and organizational skills
• Strong time management skills including the ability to manage multiple priorities and meet deadlines
• Professional communication with agents, carriers, and team members
• Proactive problem-solving and solution-oriented mindset
• High level of accountability, confidentiality, and follow-through
• Collaborative team player with a positive, service-focused attitude
• Adapts to changing business operations and works well both independently and as part of a team.

Preferred Skills

• Experience with licensing, contracting, or insurance industry (preferred)

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.