Demo

Agent Success

Integrity Marketing Group
Kissimmee, FL Full Time
POSTED ON 12/19/2024
AVAILABLE BEFORE 2/17/2025

About the Health Insurance Store

For close to 30 years, the Health Insurance Store has been a leader in the health insurance industry. Based in Kissimmee, Florida, the Health Insurance Store team offers a lifetime of experience in understanding what people need in regard to their health insurance needs. Their fleet of independent agents operate throughout Florida and specialize in personalized services extending beyond open enrollment.

Job Summary

The Agent Success role provides support to our agents to ensure resources are fully utilized across the company offerings to ensure the agent is successful. This individual will review company reporting to gather & organize sales data. The Agent Success individual should be informed regarding the needs of our agents as they connect with them and provide support in communication and resources being offered.

Position Responsibilities

  • Prepare and generate detailed reports on sales and production metrics in a weekly frequency. Ensure reports are accurate, timely, and align with company standards.

  • Proactively reach out to agents on a scheduled monthly basis to build relationship and provide support.

  • Address any issues or concerns raised by the agent with the internal sales team to implement a resolution.

  • Initiate direct phone calls with agents to inform them about upcoming trainings, sales updates or any other important information relevant to their business.

  • Maintain productive relationships with potential and established agents through on-site visits and routine calls.

  • Establish and maintain a schedule of new agent contracting support touch base schedule at the frequency of 30/60/90 days.

  • Identify patterns of support that agents are in need of and provide solutions to potential sales obstacles agents may have.

  • Provide support to other departments and company projects as it may relate to agent support and contracting.

Position Requirements

  • High School Diploma or GED

  • Bilingual required

  • Multi-line phone skills with professional etiquette

  • Possess an upbeat, positive, and enthusiastic attitude

  • Confident, self-starter who works well independently

  • Strong communication skills, both oral and written

  • Be a great self-starter with a sense of urgency

  • Problem solving skills required

  • Great team and individual contributor

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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