What are the responsibilities and job description for the Individual Health Insurance Account Specialist position at Integrity Marketing Group?
About Resource Brokerage
Resource Brokerage, LLC, is a top provider of employee benefits, including health, life, long-term care, annuities, disability insurance as well as Medicare solutions. They provide employer groups and independent brokers with strong service, support, products, education and technology. Resource Brokerage has been voted one of the “Best Places to Work in Illinois” 11 times. Excellent team retention allows them to maintain strong relationships with carriers, employers and agents. The majority of the Resource Brokerage team has been with the company more than 13 years, allowing them to provide stellar contract, product and process expertise. Resource Brokerages is based in Schaumburg, Illinois.
Job Summary
As an Individual Health Insurance Account Specialist, you liaise between our client (the broker) and the insurance carrier. You handle broker inquiries, prepare applications, assist in quote generation, and educate brokers on insurance products. You manage customer service calls, conduct broker meetings, make outreach calls, and provide marketing materials. You also oversee administrative tasks, review and process applications, update the CRM database, and generate quotes. You’re known for task prioritization, meeting preparedness, and maintaining accurate records.
Primary Responsibilities
Call Queue- Answer/direct calls as needed. Answer questions such as Plan questions, Procedural questions, payment questions (paid to date, last payment received), guidance on address changes and cancelations.
Broker Meetings- Go over any application broker is dropping off, answer any and all questions regarding application, new products, and seminars. Broker requests for marketing materials. Make any and all photocopies needed.
Broker Product Training- These meetings are scheduled between Individual Rep and broker requesting product training. Be prepared with particular materials the broker wants to go over. If time permits, include other products in the Individual line. After the training session send a follow up email. Partner with other departments if the broker is interested in selling another product line but not appointed/licensed or there is an opportunity to cross sell.
Marketing Call- Use script outlining the highlights of the new product. Make sure to go into the Broker CRM application and tag for Telemarketing. Also, include detail of the call in the Broker Note section. Detail results of call(s) on the list and return to the Project Manager.
Activate Policy Information- Update CRM data base with any pertinent details that should be included in the database.
Scrub Applications- Review all applications received via mail, email, fax or broker drop offs. Make sure applications are signed by applicant and broker, submitted in timely fashion, complete and correct. Missing information to be secured via phone call, email or fax to Agent/Broker from client.
Quotations- Create quotes using census information provided by email, voice messages or phone calls from brokers. Convert information and CRM to Broker or Individual Contact Notes; send along any necessary plan details, applications and/or underwriting information.
Follow Up Process- Review any and all held applications, e-documents submitted. Record each follow-up with an email or, in the Individual Contact Notes, the status of the process making sure to resolve in a time fashion. Advice broker and CRM each follow up. If unable to resolve the issue, get direction from a manager.
Primary Skills & Requirements:
Customer service skills
Relationship-building skills
Teaching skills
Telephone etiquette
Computer proficiency
Data entry skills
Problem solving skills
Must have or obtain the Life and Health Insurance License within 60-90 days (company paid).
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.
