Job Summary

This role is responsible for ensuring contracting data housed in the Company’s CRM is updated and accurate. This position intakes data from a variety of sources and works to enter, update, and correct data both via manual data entry as well as imports and uploads. The ideal candidate will be self-motivated and willing to take initiative while contributing to a team environment.

Primary Responsibilities:

• Follow departmental workflows and updates workflow management system
• Document, store, and/or enter information into the appropriate locations to document contracting changes and updates
• Works with department heads, sales, and subject matter experts to resolve questions and understand nuances with contracting data
• Reach out to Carriers as needed to collect and confirm missing information needed to update records
• Coordinate movements with the Payee change process with internal teams
• Facilitate and manage discussions on updating contracts
• Manage carrier updates and communicate to teams as needed; validate and update various data points pertaining to contract and payee records
• Effectively communicate with team members regarding progress, hurdles, or areas where they need assistance
• Provide feedback on, and suggestion improvements to, current processes and contribute fresh ideas to departmental leadership
  

  Primary Skills & Requirements:

• Exhibits sound and accurate judgement, includes 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
• 2+ of administrative experience preferred; 1+ of Contracting/ Insurance experience preferred
• Familiarity with basic computer functions is required
• Prior experience with data collection research and analysis strongly preferred
  
  Click Here to Apply

Job Summary
Agent Pipeline, an Integrity Company, is seeking an Account Director to deliver exceptional customer support to agents and marketers. This role serves as the liaison between agents, Agent Pipeline, and carriers, addressing issues as they arise and proactively anticipating and resolving potential roadblocks. The Account Director is expected to be empathetic, forward-thinking, and skilled in critical thinking and problem-solving to ensure agent satisfaction and loyalty.

Primary Responsibilities

• Serve as the main point of contact between agents and carriers, ensuring high levels of service and effective communication.
• Develop and nurture new and existing relationships to drive agent satisfaction and loyalty.
• Provide proactive support by troubleshooting and resolving agent concerns, aiming for first-call resolution whenever possible.
• Guide agents through processes, including contracting, certification, and navigating carrier portals.
• Address escalations and resolve conflicts with empathy and professionalism, involving leadership when necessary.
• Ensure thorough documentation of interactions and maintain accurate records.
• Complete scheduled outreach calls, ensuring timely follow-ups and team communication as needed.
• Continuously learn and improve to enhance service delivery.
• Perform additional tasks as assigned to support business objectives.

  Primary Skills & Requirements:

• Problem-Solving: Quickly identifies and resolves issues, with a focus on collaborative solutions.
• Customer Service: Responds promptly to agent needs, delivering a high standard of support and communication.
• Interpersonal Skills: Skilled at conflict resolution, active listening, and open-mindedness.
• Written Communication: Produces clear and accurate written materials with attention to detail.
• Teamwork: Contributes to a positive and collaborative team environment.
• Professionalism: Treats others with respect, takes responsibility for actions, and maintains a reliable work ethic.
• Organization and Multi-Tasking: Effectively prioritizes and manages tasks.
• Initiative: Demonstrates self-motivation, seeks opportunities for growth, and takes ownership of responsibilities.
• Travel Requirements: Limited day travel with occasional overnight travel.

  Additional Qualifications:

• Strong verbal and written communication skills.
• Exceptional attention to detail.
• Proven track record as a team player.
• Organized, credible, and dependable.
• Ability to multitask in a dynamic environment.
  
  Click Here to Apply

Job Summary

Agent Pipeline (an Integrity Company) is seeking an Account Director to deliver exceptional customer support to agents and marketers. This role serves as the liaison between agents, Agent Pipeline, and carriers, addressing issues as they arise and proactively anticipating and resolving potential roadblocks. The Account Director is expected to be empathetic, forward-thinking, and skilled in critical thinking and problem-solving to ensure agent satisfaction and loyalty.

Primary Responsibilities

• Serve as the main point of contact between agents and carriers, ensuring high levels of service and effective communication.
• Develop and nurture new and existing relationships to drive agent satisfaction and loyalty.
• Provide proactive support by troubleshooting and resolving agent concerns, aiming for first-call resolution whenever possible.
• Guide agents through processes, including contracting, certification, and navigating carrier portals.
• Address escalations and resolve conflicts with empathy and professionalism, involving leadership when necessary.
• Ensure thorough documentation of interactions and maintain accurate records.
• Complete scheduled outreach calls, ensuring timely follow-ups and team communication as needed.
• Continuously learn and improve to enhance service delivery.
• Perform additional tasks as assigned to support business objectives.

  Primary Skills & Requirements

• Problem-Solving: Quickly identifies and resolves issues, with a focus on collaborative solutions.
• Customer Service: Responds promptly to agent needs, delivering a high standard of support and communication.
• Interpersonal Skills: Skilled at conflict resolution, active listening, and open-mindedness.
• Written Communication: Produces clear and accurate written materials with attention to detail.
• Teamwork: Contributes to a positive and collaborative team environment.
• Professionalism: Treats others with respect, takes responsibility for actions, and maintains a reliable work ethic.
• Organization and Multi-Tasking: Effectively prioritizes and manages tasks.
• Initiative: Demonstrates self-motivation, seeks opportunities for growth, and takes ownership of responsibilities.
• Travel Requirements: Limited day travel with occasional overnight travel.

  Additional Qualifications:

• Strong verbal and written communication skills.
• Exceptional attention to detail.
• Proven track record as a team player.
• Organized, credible, and dependable.
• Ability to multitask in a dynamic environment.
  
  Click Here to Apply