Associate Account Manager
The Quantum Group
Scottsdale, AZ
Join a Team Where Your Work Makes an Impact!
Are you detail-oriented, proactive, and passionate about delivering exceptional service? Do you enjoy building relationships, solving problems, and helping advisors succeed? If so, we'd love to meet you!
As an Associate Account Manager, you'll play a key role in supporting financial professionals throughout the annuity business lifecycle. You'll work closely with agents, carrier partners, and internal teams to ensure applications are processed efficiently and clients receive an outstanding experience. This is an exciting opportunity to become a trusted resource in a fast-paced, collaborative environment where your contributions are valued and your ideas are encouraged.
If you thrive on organization, enjoy working with people, and want a career with growth potential in the financial services industry, this role is for you!
What You'll Do
- Serve as a primary point of contact for advisors and agency partners regarding annuity business
- Manage fixed annuity applications from submission through issue, ensuring timely and accurate processing
- Build strong relationships with agents, carrier representatives, and internal team members
- Monitor pending business and proactively follow up to keep cases moving forward
- Assist advisors with product, processing, and carrier-related questions
- Accurately enter and manage data within company systems
- Identify opportunities to improve workflows, efficiency, and the overall advisor experience
- Collaborate with New Business, Licensing, Commissions, and Agent Support teams to deliver exceptional service
- Handle incoming phone calls, emails, and correspondence professionally and promptly
- Support team projects and special initiatives as needed
What Makes You a Great Fit
- Strong customer service mindset with a commitment to creating outstanding advisor experiences
- Excellent organizational skills and attention to detail
- Ability to manage multiple priorities in a fast-paced environment
- Strong written and verbal communication skills
- Proficiency with Microsoft Office and data management systems is a plus
- Experience with Salesforce or similar CRM/workflow platforms is a plus
- Self-motivated, resourceful, and eager to learn
- Team player who enjoys collaborating and contributing to a positive workplace culture
Why You'll Love Working Here
- Be part of a growing and dynamic organization
- Work alongside experienced industry professionals
- Make a direct impact on advisors' success and client outcomes
- Collaborative, supportive, and fun team environment
- Opportunities for professional growth and career advancement
- Learn and develop expertise in the rapidly growing annuity marketplace
- Company culture that values innovation, teamwork, and employee contributions
If you're looking for more than just a job and want a career where you can build relationships, influence outcomes, and grow alongside a great team, we'd love to hear from you!
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.
Skills Required
- 2-5 years of administrative experience
- Experience in an investment or insurance environment
- Series 6, 7, 63, 65, or 66 license, or Life and Health license
- Excellent customer service, accuracy, follow-up, and teamwork skills
- Typing, 10-key, and Microsoft Office proficiency
- Strong written and oral communication skills
- Ability to interact with all organizational levels
- Sound judgment and proactive, professional demeanor
- Experience with workflow systems, particularly Salesforce
Integrity Marketing Group, LLC Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Integrity Marketing Group, LLC and has not been reviewed or approved by Integrity Marketing Group, LLC.
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Equity Value & Accessibility — Employee ownership and stock purchase opportunities are highlighted as notable parts of the package, with ownership beginning on the first day for eligible employees. Feedback suggests these equity elements help differentiate total rewards for corporate staff.
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Healthcare Strength — Comprehensive medical, dental, and vision coverage is commonly available to full-time corporate employees, alongside FSAs/HSAs and mental health resources. Some accounts also point to supportive additions like an EAP.
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Retirement Support — A 401(k) plan with employer match and immediate vesting is repeatedly referenced for eligible employees. Feedback suggests these programs provide a solid financial benefits foundation.
Integrity Marketing Group, LLC Insights
What We Do
Integrity Marketing Group is a leading omnichannel insurtech platform and one of the nation's largest independent distributors of life and health insurance products. The company leverages data and proprietary technology to provide holistic health, life, and wealth solutions, primarily focusing on the senior market. It offers a broad platform of resources and tools to support its network of independent agents.
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