Integrity
New Business Manager
at
Integrity
About Brokers International Brokers International, an Integrity company, is a family business with a rich history of helping Americans find the coverage they deserve. Headquartered in Urbandale, Iowa, this brokerage safely handles annuities, life insurance, investments and a variety of other services.
Job Summary The New Business Manager is responsible for supervising a team of Life New Business Representatives. This position ensures work is properly allocated and completed accurately and timely, assists with escalations and high-value cases, and works with the Director of Operations and Chief Distribution Officer to ensure the Life New Business team meets customer expectations. The role oversees life new business activities, provides training on procedures, systems, carriers and products, and assists in evaluating, improving and implementing new business procedures, systems and vendors.
Primary Responsibilities
Case management by evaluating caseload assignments, case reviews, and monitoring to assure quality and timing standards are met, including employee training and evaluations, and weekly/monthly management reporting.
Relationship building by facilitating periodic calls and meetings with carriers and vendors to assure standards are being met; works closely with agents and wholesalers to provide communications and ensure service standards are adhered to.
Handles escalated situations with insurance agents, wholesalers, vendors and insurance carriers to ensure appropriate resolution.
Responsible for creating and maintaining new business work procedures, policies, workflows, reporting and work schedules.
Maintains constant communication and partnership with Life Sales Leadership to ensure excellent service is provided to customers.
Assists with high-value or escalated cases by providing assistance and/or coverage on employees' books of business; reviews new business applications to ensure they are in good order, follows up with carriers and communicates ongoing with agents.
Primary Skills & Requirements
Knowledge of Contact Management systems.
Knowledge of Microsoft Office.
Strong management skills, including ability to coordinate and complete tasks with minimal supervision.
Acts in compliance with department, company, and industry standards.
Ability to communicate clearly and effectively, both verbally and in writing.
Embraces fast pace, demanding work environment.
Embraces teamwork but is also able to work independently.
Follow and abide by HIPAA guidelines.
Must have 1–2 years of leadership experience; management experience preferred.
2–4 years of Life Insurance experience.
Associate’s degree (A. A.) or equivalent from a two-year college or technical school; or six months to one year of related experience and/or training; or an equivalent combination of education and experience.
Active Life insurance license or ability to obtain an insurance license within the first six months of employment.
Benefits Available
Medical/Dental/Vision Insurance
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short‑Term and Long‑Term Disability
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. We put our people first, celebrate hard work, and support our team daily. Joining us means contributing to a hyper‑growth company with numerous professional opportunities to accelerate your career. We provide a competitive compensation package that includes benefits to 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.
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at
Integrity
About Brokers International Brokers International, an Integrity company, is a family business with a rich history of helping Americans find the coverage they deserve. Headquartered in Urbandale, Iowa, this brokerage safely handles annuities, life insurance, investments and a variety of other services.
Job Summary The New Business Manager is responsible for supervising a team of Life New Business Representatives. This position ensures work is properly allocated and completed accurately and timely, assists with escalations and high-value cases, and works with the Director of Operations and Chief Distribution Officer to ensure the Life New Business team meets customer expectations. The role oversees life new business activities, provides training on procedures, systems, carriers and products, and assists in evaluating, improving and implementing new business procedures, systems and vendors.
Primary Responsibilities
Case management by evaluating caseload assignments, case reviews, and monitoring to assure quality and timing standards are met, including employee training and evaluations, and weekly/monthly management reporting.
Relationship building by facilitating periodic calls and meetings with carriers and vendors to assure standards are being met; works closely with agents and wholesalers to provide communications and ensure service standards are adhered to.
Handles escalated situations with insurance agents, wholesalers, vendors and insurance carriers to ensure appropriate resolution.
Responsible for creating and maintaining new business work procedures, policies, workflows, reporting and work schedules.
Maintains constant communication and partnership with Life Sales Leadership to ensure excellent service is provided to customers.
Assists with high-value or escalated cases by providing assistance and/or coverage on employees' books of business; reviews new business applications to ensure they are in good order, follows up with carriers and communicates ongoing with agents.
Primary Skills & Requirements
Knowledge of Contact Management systems.
Knowledge of Microsoft Office.
Strong management skills, including ability to coordinate and complete tasks with minimal supervision.
Acts in compliance with department, company, and industry standards.
Ability to communicate clearly and effectively, both verbally and in writing.
Embraces fast pace, demanding work environment.
Embraces teamwork but is also able to work independently.
Follow and abide by HIPAA guidelines.
Must have 1–2 years of leadership experience; management experience preferred.
2–4 years of Life Insurance experience.
Associate’s degree (A. A.) or equivalent from a two-year college or technical school; or six months to one year of related experience and/or training; or an equivalent combination of education and experience.
Active Life insurance license or ability to obtain an insurance license within the first six months of employment.
Benefits Available
Medical/Dental/Vision Insurance
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short‑Term and Long‑Term Disability
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. We put our people first, celebrate hard work, and support our team daily. Joining us means contributing to a hyper‑growth company with numerous professional opportunities to accelerate your career. We provide a competitive compensation package that includes benefits to 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.
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