Account Executive

About the role

Agent Pipeline, founded in 1988, is a West Virginia-based insurance marketing organization recognized as a market leader in Medicare Advantage, Medicare Supplement, individual health plans, Prescription Drug Plans, and Final Expense markets. As an Integrity company, Agent Pipeline is headquartered in St. Albans, West Virginia.

Primary Responsibilities

• Solves issues and makes decisions within their specialization or responsibility while working alongside senior team members.
• Aids in building agent relationships, learning about the industry, and demonstrating a strong desire to provide high-level support.
• Acts as a liaison between internal departments, providing central point of contact for Core and Key Accounts.
• Prioritizes work, meets deadlines, and notifies leadership if assistance is needed.
• Collaborates closely and communicates effectively with the leadership team, marketers, internal departments, agents, and carriers regarding Core and Key Accounts.
• Ensures IntegrityCONNECT is updated with detailed notes.
• Ants up and communicates with Leadership any ongoing or potential issues or concerns with Core and Key Accounts.
• Works to resolve escalated issues for Core and Key Accounts, maintains proactive and open lines of communication with accounts, and asks for assistance as needed.
• Promptly notifies management of issues with commissions, contracting, hierarchy, and other items that may impact the overall delivery of expected support level.
• Critically thinks through situations and aims to provide first response closure whenever possible, provides accurate response, and follows through to ensure full resolution.
• Adds value to requests within a timely manner (same day if before 4pm).
• Works with Leadership to arrange coverage and create a game plan to ensure accounts are still supported when out of the office.
• Attends regular in-person and conference call planning meetings.
• Participates in scheduled calls with Core and Key Accounts when needed.
• Maintains a positive, helpful and professional manner always.

Primary Skills & Requirements

• Exhibits sound and accurate judgement, including 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.
• Demonstrates accuracy and thoroughness.
• Follows departmental policies and procedures, completes administrative tasks correctly and on time, supports organization’s goals and values.
• Manages time efficiently and completes work in a timely manner.
• Maintains confidentiality.
• Adaptable to handle shifting priorities and new processes in a dynamic environment.
• Manages multiple projects while maintaining quality.
• High School Diploma.
• 1-3 years of administrative experience required.
• Familiarity with basic computer functions is required.
• Previous track record of de-escalation skills required.
• Experience with building external relationships required.

About Integrity

Integrity is one of the nation's leading independent distributors of life, health, and wealth insurance products. With a strong insurtech focus, Integrity offers 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 its 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.

Benefits

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.