Retirement Income Case Manager

About the role

On the Retirement team, we’re strong advocates for our agents and their clients and work in a time-sensitive, market-driven environment to meet needs.

Job Summary

On the Retirement team, we’re strong advocates for our agents and their clients and work in a time-sensitive, market-driven environment to meet needs.

Responsibilities

• Monitor case progress, track down requirements and provide ongoing status updates
• Review application information to identify any issues that could present a problem – if necessary, you’ll research and present alternative solutions
• Educate yourself on the latest product offerings and industry developments and educate advisors on those subjects to help create new business opportunities
• Continuously look for ways to expedite and improve our processes and services
• Maintain positive relationships with your agents and underwriters
• Deliver great customer service

Talents and Abilities

• Positive attitude, team spirit and consistent drive to provide industry-leading service
• Superior negotiation skills to influence successful outcomes
• Detail-oriented
• Track record of success in a fast-paced customer service environment
• Strong phone and computer skills – specifically Microsoft Excel and Word – with the ability to quickly learn our internal and carrier software
• Able to prioritize and switch tasks through the day and remain organized

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. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 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.