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Processes insurance license applications, renewals, changes, Secretary of State filings, DBA registrations, and certificates of insurance. Maintains accurate records, responds to routine status inquiries, follows established procedures, meets productivity and quality targets, and escalates complex issues. This entry-level role requires careful attention to detail, effective communication, basic computer proficiency, and the ability to manage high-volume transactional work in a team environment.

Serve as the primary liaison among insurance agents, carriers, and the organization. Provide customer support, troubleshoot concerns, resolve escalations, guide agents through contracting and certification processes, assist with carrier portals, document interactions, conduct outreach, and maintain strong relationships that promote agent satisfaction and loyalty. The role requires strong communication, organization, empathy, problem-solving, and teamwork, with limited day travel and occasional overnight travel.

Develops and executes B2B digital marketing campaigns across email, social media, landing pages, and other assets. Creates persuasive copy, manages campaign calendars, supports lead generation and nurturing, analyzes engagement and conversion data, and applies optimization practices. Collaborates with data, sales, marketing, and external teams on segmentation, personalization, automation, deliverability, and campaign execution while maintaining brand consistency.

The Manager, IT Internal Audit will build and document the IT General Controls framework, support SOX readiness and compliance, and execute risk-based IT audits. Responsibilities include testing ITGCs, automated and application controls, ERP environments, interfaces, and system-generated reports; assessing technology and vendor risks; supporting system implementation reviews; validating remediation; and coordinating with auditors. The role also develops audit methodologies, communicates findings, and leads and coaches team members.

Conduct high-volume outbound outreach to licensed insurance agents through phone, email, social media, and text. Qualify agents, introduce Integrity’s platform and products, schedule next steps, manage follow-ups, and maintain accurate CRM records. Use dashboards, reporting, AI tools, and automation to improve productivity. Meet activity and appointment targets, handle objections, learn insurance offerings, and collaborate with sales, marketing, and product teams.

Supervise registered representatives and investment advisor representatives, identify and escalate compliance risks, review communications and trading activities, maintain supervisory procedures, support regulatory testing, develop training materials, monitor regulatory changes, and report to the Chief Compliance Officer. The role requires broker-dealer and investment adviser compliance experience, FINRA licenses, strong Microsoft Office skills, and familiarity with brokerage platforms.

Manage life insurance application submissions, monitor case progress, track requirements, review medical and application information, research alternatives, negotiate carrier offers, and provide status updates to financial advisors. The role requires strong communication, customer service, organization, attention to detail, multitasking, and proficiency with Microsoft Office and web-based agency management systems.

Manages moderately complex technology projects from initiation through closure, overseeing scope, schedules, budgets, staffing, vendors, risks, quality, deliverables, and stakeholder communications. Develops project plans, tracks milestones and resource costs, addresses issues and dependencies, maintains documentation, and leads meetings and status reporting. Works independently across business and technical teams while applying project governance and quality standards.

Coordinate high-touch recruiting and onboarding experiences, including onsite interviews, executive searches, complex scheduling, candidate travel, interview materials, feedback collection, background checks, offers, relocation, orientation, and I-9 verification. Serve as a polished, discreet point of contact for executive candidates, leaders, and stakeholders while resolving logistics and supporting the Talent Acquisition team.

Drafts, negotiates, and manages complex commercial agreements while advising stakeholders on legal and corporate matters. Supports CLM implementation, entity management, insurance renewals, governance, M&A, contract disputes, policy reviews, and scalable AI-enabled legal processes. Provides legal guidance to more than 200 subsidiary entities and collaborates with internal teams and outside counsel.