New Business Manager
Brokers International
Urbandale, IA
About Brokers International
Brokers International, an Integrity company, is a family business with a rich history of helping Americans find the coverage they deserve. Headquartered in Urbandale, Iowa, this brokerage safely handles annuities, life insurance, investments and a variety of other services.
Job Summary
The New Business Manager is responsible for supervising a team of Life New Business Representatives. This position will ensure work is properly allocated and completed accurately and timely. This position will assist with escalations and high value cases. This position will work with the Director of Operations and Chief Distribution Officer to ensure the Life New Business team is meeting the expectations of our customers. Oversee life new business activities and provide training on procedures, systems, carriers and products. Assist in the evaluation, improvements and implementation of new business procedures, systems and vendors.
Primary Responsibilities:
Case management by evaluating caseload assignments, case reviews and monitoring to assure quality and timing standards are met, employee training and evaluations, and weekly/monthly management reporting.
Relationship building by facilitating periodic calls and meeting with carriers and vendors to assure standards are being met. Works closely with agents and wholesalers to build relationships, provide communications and assure service standards are adhered too.
Handles escalated situations with insurance agents, wholesalers, vendors and insurance carriers to ensure appropriate resolution.
Responsible for creating and maintaining new business work procedures, policies, workflows, reporting and work schedules.
Maintains constant communication and partnership with Life Sales Leadership to ensure the excellent service is provided to our customers
Assists with high value or escalated cases by providing assistance and/or coverage on employee’s book of business; reviews new business applications to ensure they are in good order, case follow-up with carriers and on-going communication with agents.
Primary Skills & Requirements:
Knowledge of Contact Management systems;
Knowledge of Microsoft Office
Strong management skills, including ability to coordinate and complete tasks with minimal supervision
Acts in compliance with department, company, and industry standards
Ability to communicate clearly and effectively, verbal and in writing.
Embraces fast pace, demanding work environment
Embraces teamwork but also able to work independently
Follow and abide by the HIPAA guidelines
Must have 1-2 years of leadership experience, management experience preferred.
2 – 4 years of Life Insurance experience.
Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.
Active Life insurance license or able to obtain an insurance license within the first six months of employment.
Benefits Available
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, 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.