Full-Time

Account Director

Posted on 12/2/2024

Integrity

Integrity

501-1,000 employees

Fintech
Financial Services

Senior

Charleston, WV, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Customer Service
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.
  • 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.
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.

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

N/A

Headquarters

Oxford, Massachusetts

Founded

N/A

Growth & Insights
Headcount

6 month growth

4%

1 year growth

22%

2 year growth

88%
Simplify Jobs

Simplify's Take

What believers are saying

  • Integrity's acquisitions, like Gladstone Wealth Partners with $13 billion in assets, indicate strong growth potential and financial stability.
  • The partnership with Gosen Insurance Group highlights Integrity's commitment to community-focused service, potentially leading to increased customer loyalty and market expansion.
  • Joining forces with Annexus to innovate in annuity and life insurance product design could position Integrity as a leader in product innovation.

What critics are saying

  • The rapid pace of acquisitions may lead to integration challenges, potentially affecting operational efficiency and company culture.
  • Dependence on acquisitions for growth could expose Integrity to financial risks if newly acquired entities underperform.

What makes Integrity unique

  • Integrity Marketing Group's focus on serving diverse communities, such as the Hispanic community, sets it apart from competitors who may not prioritize cultural inclusivity.
  • The company's strategy of acquiring various insurance agencies and wealth management firms enhances its comprehensive service offerings, distinguishing it from more narrowly focused competitors.
  • Integrity's use of cutting-edge insurtech resources provides a technological edge in the insurance and wealth management sectors.

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