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.
ABOUT THE ROLE
This role is responsible for ensuring contracting data housed in the Company’s CRM is updated and accurate. This position intakes data from a variety of sources and works to enter, update, and correct data both via manual data entry as well as imports and uploads. The ideal candidate will be self-motivated and willing to take initiative while contributing to a team environment.
PRIMARY RESPONSIBILITIES
Follow departmental workflows and updates workflow management system
Document, store, and/or enter information into the appropriate locations to document contracting changes and updates
Works with department heads, sales, and subject matter experts to resolve questions and understand nuances with contracting data
Reach out to Carriers as needed to collect and confirm missing information needed to update records
Coordinate movements with the Payee change process with internal teams
Facilitate and manage discussions on updating contracts
Manage carrier updates and communicate to teams as needed; validate and update various data points pertaining to contract and payee records
Effectively communicate with team members regarding progress, hurdles, or areas where they need assistance
Provide feedback on, and suggestion improvements to, current processes and contribute fresh ideas to departmental leadership
PRIMARY SKILLS & REQUIREMENTS
Exhibits sound and accurate judgement, includes appropriate people in decision-making process
Conveys a friendly, positive attitude while always maintaining professionalism; Ability to maintain composure during high pressure and challenging situations
Strong customer service skills to help support internal teams and departments
Ability to demonstrate accuracy and thoroughness
Follows departmental policies and procedures, completes administrative tasks correctly and on time, supports organization’s goals and values
Uses time efficiently and completes work in a timely manner
Maintains confidentiality
Adaptability to handle shifting priorities and new processes in a dynamic environment
Ability to manage multiple projects while maintaining quality
High School diploma
2+ of administrative experience preferred; 1+ of Contracting/ Insurance experience preferred
Familiarity with basic computer functions is required
Prior experience with data collection research and analysis strongly 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.
Skills Required
- High School diploma
- Familiarity with basic computer functions
- Experience ensuring data accuracy, data entry, imports/uploads (CRM experience)
- 2+ years of administrative experience
- 1+ year contracting or insurance experience
- Prior experience with data collection, research and analysis
- Strong customer service and communication skills
- Ability to demonstrate accuracy and thoroughness
- Ability to manage multiple projects and shifting priorities
- Maintains confidentiality and exercises good judgment
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.
