Account Specialist - Brokers Team

Account Specialist – Brokers Team

About Agent Pipeline

Founded in 1988, West Virginia-based Agent Pipeline is one of the most successful insurance marketing organizations (IMOs) in the United States, with 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 Saint Albans, West Virginia. This role works onsite daily from this office. Candidates local to Charleston, WV and Huntington, WV typically find Saint Albans commutable.

Job Summary
Agent Pipeline (an Integrity Company) is seeking an Account Specialist 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 Specialist 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.

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.