About Agent Pipeline
Founded in 1988, West Virginia-based Agent Pipeline is one of the most successful insurance marketing organizations (IMOs) in the United States, with vast network of proud employees and satisfied customers. Agent Pipeline distributes a comprehensive mix of life and health insurance products. Agent Pipeline is a recognized market leader in the Medicare Advantage, Medicare Supplement, individual health plans, Prescription Drug Plans, and Final Expense markets. Agent Pipeline is based in St. Albans, West Virginia.
Job Summary
This role involves data management, analysis, and integrity for our internal CRM. The individual will present data insights to the Operations Manager and other executive staff members.
Primary Responsibilities
Manage sales, hierarchy, and agent data.
Analyze monthly and weekly reports to identify and correct data discrepancies.
Identify trends within regions/markets using data.
Improve data integrity through root cause analysis and recommendations.
Generate reports from our CRM system and gather data via Excel, carrier portals, and Monday.
Ensure data accuracy provided to agents, internal staff, and carrier partners.
Identify and share best practices and improvement areas with leadership.
Primary Skills & Requirements
Multitasking and focus in a fast-paced environment.
Active listening and comprehension of written work-related documents.
Effective time management and communication skills.
Critical thinking to solve problems and identify solution strengths and weaknesses.
Proficiency in Microsoft Outlook, Word, and Excel. Familiarity with Adobe Creative Suite Design Premium, and QuickBase is preferred.
College degree in Business, Marketing, Communications, or related experience in the insurance industry.
Ability to write reports, correspond professionally, and convey thoughts clearly.
Problem-solving ability in situations with limited standardization.
Must pass pre-hire and annual background checks, pre-hire drug test, and monthly OIG/SAM Exclusion List checks.
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
- Ability to multitask and maintain focus in a fast-paced environment
- Active listening and comprehension of written work-related documents
- Effective time management and communication skills
- Critical thinking and problem-solving skills
- Proficiency in Microsoft Outlook, Word, and Excel
- College degree in Business, Marketing, Communications, or a related field, or related experience in the insurance industry
- Ability to write reports, correspond professionally, and communicate clearly
- Ability to solve problems in situations with limited standardization
- Familiarity with Adobe Creative Suite Design Premium and QuickBase
- Pass pre-hire and annual background checks, pre-hire drug testing, and monthly OIG/SAM Exclusion List checks
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.
