Sales Operations Advisor

About the Company

Ritter Insurance Marketing, an Integrity company, is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska, Idaho, Arizona, Florida, Maryland, North Carolina, and Ohio. More than 280 full-time Ritter employees support the business of over 15,000 independent insurance agents in all 50 states. Its proprietary software development and agent service departments develop and market leading business solutions for insurance agents.

About the Role

This role serves as a critical link between high-level sales goals and operational compliance. Manages agent and agency contract changes for new and existing agents and facilitates the transition of books-of-business transactions between agents, ensuring accuracy in commission tracking. This role acts as the central point of contact for internal teams and external partners, bridging strategic sales initiatives and compliant operational workflows.

Responsibilities

• Oversees the full lifecycle for all types of agent and agency contract changes.
• Administers the collection and reviewing of documentation to meet compliance requirements.
• Responsible for submitting contract changes and tracking through completion.
• Establish and manage regular check-ins with external partners.
• Optimizes tracking and management of large agency contracts as they are onboarded.
• Manages all agent-to-agent Book of Business Transfers through completion.
• Completes analysis to determine eligibility for policy transfers.
• Execute the movement of policies change documentation between sales and operational internal teams.
• Working knowledge of carrier processes for Agent-of-Record changes (Book of Business transfers).
• Works collaboratively with internal sales teams and operational departments.

Benefits

• 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, Integrity embraces a broad and innovative approach to serving agents and clients alike. The company 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 a family-like environment that is rewarding and cutting-edge, with a culture that celebrates hard work and supports employees daily. Joining Integrity means being part of a hyper-growth company with professional opportunities to accelerate your career. The company provides a competitive compensation package, including benefits that support work-life balance and family well-being.

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.