Insurance Licensing & Contract Manager

integritymarketing

Fort Wayne (IN)

Hybrid

USD 55,000 - 75,000

Full time

3 days ago
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Job summary

Ash Brokerage, part of Integrity Marketing, is seeking a Contract Manager for the Retirement Income Contracting Team. You will ensure agents are correctly appointed with the appropriate payment structure and coordinate licensing documentation to speed contracts.

Responsibilities include maintaining knowledge of carrier appointment rules, strengthening relationships with carriers and partners, and gaining proficiency with Ash's software platforms and CRM tools to support efficient processing and

Qualifications

  • Bachelor's degree in business administration or related field.
  • Two to three years of related experience and/or training, or an equivalent combination.
  • Strong PC skills (MS Office, Outlook) are required, and prior experience using CRM software is a plus

Responsibilities

  • Maintain knowledge of carrier appointment and contracting requirements.
  • Maintain ongoing knowledge of Ash's relationships/partnerships.
  • Gain working knowledge of the software platforms Ash uses (we'll train you on them).
  • Build relationships with internal and external partners.

Skills

Detail-oriented
Sense of urgency
Coachable
Effective communication
Customer service
Multi-tasking

Education

Bachelor's degree in business administration
Equivalent combination of education and experience

Tools

MS Office
Outlook
CRM software

Job description

For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships, and that still drives our culture today. Our team of 350 is the same service-centered culture as we were in 1971.

Ash Brokerage works with financial professionals to help find, understand and process insurance and retirement solutions to protect clients in every stage of life. As part of the Integrity Marketing family, we help people protect their health and wealth for the good days ahead and make the most of what life brings.

On the Retirement Income Contracting Team, we provide a critical piece of the annuity process. We take our responsibility to heart, knowing what we do allows our agents to do business and ultimately protects the lives and legacies of others.

Responsibilities

Contract Managers ensure agents are correctly appointed under Ash Brokerage with the appropriate payment structure. You work with accuracy, timeliness, and courtesy with a sense of urgency and customer focus. You will coordinate and prioritize the timely gathering and processing of required licensing documentation necessary for agents to be appointed at the carriers and contracted under Ash Brokerage.

To be successful, you will:

  • Maintain ongoing knowledge of carrier appointment and contracting requirements.
  • Maintain ongoing knowledge of Ash's relationships/partnerships.
  • Gain working knowledge of the software platforms Ash uses (we'll train you on them).
  • Build relationships with internal and external partners.
Talents and Abilities
  • Detail-oriented and accurate
  • Sense of urgency
  • Quick learner / Coachable
  • Effective communicator through all available channels: Phone, email, instant message, etc.
  • Strong customer service skills
  • Ability to multi-task
Education and Experience:
  • o Bachelor's degree with a major in business administration or related field, plus two to three years of related experience and/or training, or
  • o An equivalent combination of education and experience
  • o Strong PC skills (MS Office, Outlook, etc.) are required, and prior experience using CRM software is a plus
Availability
  • - In-office for training
  • - Hybrid upon training completion
  • o Tuesday, Wednesday, Thursday
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.

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