Account Specialist

Integrity Marketing Group; St. Albans (WV); On-site; USD 42,000 - 64,000; Full time

Job summary

Integrity Marketing Group (Agent Pipeline) seeks an Account Specialist to deliver exceptional customer support to agents and marketers. This role serves as the liaison between agents, Integrity and carriers, addressing issues and proactively resolving roadblocks.

The Account Specialist is based in Saint Albans, WV and works onsite, coordinating with the Brokers Team to ensure smooth contracting, certification, and portal navigation while maintaining accurate records and providing proactive

Qualifications

• Strong problem-solving abilities to resolve agent issues.
• Excellent customer service with proactive communication.
• Excellent written and verbal communication.
• Ability to multitask and manage time effectively.
• Travel up to day trips with occasional overnight stays.

Responsibilities

• Serve as the main point of contact between agents and carriers.
• Develop and nurture relationships to drive loyalty.
• Troubleshoot and resolve agent concerns, aiming for first-call resolution.
• Guide agents through contracting, certification, and carrier portals.
• Document interactions and maintain accurate records.
• Complete scheduled outreach calls and follow-ups.
• Collaborate with leadership during escalations.

Skills

Problem-Solving

Customer Service

Interpersonal Skills

Written Communication

Teamwork

Professionalism

Organization

Initiative

Travel

Job description

Account Specialist – Brokers Team

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 Saint Albans, West Virginia. This role works onsite daily from this office. Candidates local to Charleston, WV and Huntington, WV typically find Saint Albans commutable.

Job Summary

Agent Pipeline (an Integrity Company) is seeking an Account Specialist to deliver exceptional customer support to agents and marketers. This role serves as the liaison between agents, Agent Pipeline, and carriers, addressing issues as they arise and proactively anticipating and resolving potential roadblocks. The Account Specialist is expected to be empathetic, forward-thinking, and skilled in critical thinking and problem-solving to ensure agent satisfaction and loyalty.

Primary Responsibilities

• Serve as the main point of contact between agents and carriers, ensuring high levels of service and effective communication.
• Develop and nurture new and existing relationships to drive agent satisfaction and loyalty.
• Provide proactive support by troubleshooting and resolving agent concerns, aiming for first-call resolution whenever possible.
• Guide agents through processes, including contracting, certification, and navigating carrier portals.
• Address escalations and resolve conflicts with empathy and professionalism, involving leadership when necessary.
• Ensure thorough documentation of interactions and maintain accurate records.
• Complete scheduled outreach calls, ensuring timely follow-ups and team communication as needed.
• Continuously learn and improve to enhance service delivery.
• Perform additional tasks as assigned to support business objectives.

Primary Skills & Requirements

• Problem-Solving: Quickly identifies and resolves issues, with a focus on collaborative solutions.
• Customer Service: Responds promptly to agent needs, delivering a high standard of support and communication.
• Interpersonal Skills: Skilled at conflict resolution, active listening, and open-mindedness.
• Written Communication: Produces clear and accurate written materials with attention to detail.
• Teamwork: Contributes to a positive and collaborative team environment.
• Professionalism: Treats others with respect, takes responsibility for actions, and maintains a reliable work ethic.
• Organization and Multi-Tasking: Effectively prioritizes and manages tasks.
• Initiative: Demonstrates self-motivation, seeks opportunities for growth, and takes ownership of responsibilities.
• Travel Requirements: Limited day travel with occasional overnight travel.

Additional Qualifications

• Strong verbal and written communication skills.
• Exceptional attention to detail.
• Proven track record as a team player.
• Organized, credible, and dependable.
• Ability to multitask in a dynamic environment.

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. Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith.

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. Please note that all official communications from Integrity will come from @integrity.com or Workday domains.