Account Executive
Agent Pipeline is one of the most successful insurance marketing organizations in the United States, with a 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 St. Albans, West Virginia.
Job Summary
The Account Executive I role is responsible for supporting Core and Key Accounts by providing high-level, proactive support. This role is designed for individuals who have between 1-3 years of prior experience with building relationships, managing daily interactions, and resolving escalated issues. The role will quarterback and delegate agent support tasks and coordinates communication between accounts, internal departments and carriers. This position is part of the Agent Services Division which is responsible for providing exceptional back-office support to our agents and agencies.
Primary Responsibilities:
- Resolves issues and makes decisions within their specialization or responsibility while working alongside senior team members, to gain confidence with independent judgement decision making skills.
- Expected to learn and perform routine tasks accurately and efficiently.
- Assists with building agent relationships, learning about the industry, and demonstrates a strong desire to provide high-level support both to Core and Key Accounts as well as the assigned marketer.
- 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.
- Ensure IntegrityCONNECT is updated with detailed notes.
- Anticipates 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 notify 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.
- Addresses requests within a timely manner (same day if before 4pm).
- Return phone calls within 24 hours of being received.
- 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.
- Participate in scheduled calls with Core and Key Accounts when needed.
- Maintains a positive, helpful and professional manner always.
- Follow all departmental and company policies and procedures.
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
- Ability to demonstrate accuracy and thoroughness
- Follows departmental policies and procedures, completes administrative tasks correctly and on time, supports organization's goals and values
- Uses time efficiently and completes work in a timely manner
- Maintains confidentiality
- Adaptability to handle shifting priorities and new processes in a dynamic environment
- Ability to manage 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
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.
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.
