Sales Onboarding Specialist

GarityAdvantage

Norwell, MA

About GarityAdvantage

GarityAdvantage, an Integrity company, is an independent marketing organization that specializes in the senior market — namely, Medicare products. The firm is also proud to serve as a key intermediary between insurance carriers and a network of independent sales agents. GarityAdvantage is an expansive Medicare leader in the New England area and is rapidly expanding into new markets. In business since 1970, GarityAdvantage today serves more than 250,000 Americans. GarityAdvantage is based in Norwell, Massachusetts.

Job Summary

GarityAdvantage is a fast paced, growing insurance marketing organization conveniently located right off Rt. 3 on the Norwell/Rockland border. GarityAdvantage is currently looking for a team player to join our rapidly growing company to help bring our Customer Service Team to the next level.

The Sales Onboarding Specialist is an exciting Entry Level role at Garity. Wearing many hats, this role works closely with Agents, Healthcare Carriers and an Energetic Team to ensure that our contracting, certification and sales onboarding processes are completed successfully. This role works closely with the Garity Sales team to ensure Agent’s success during the contracting process and to support Agents/Agencies that are new to Garity. Ideally, this individual will be detail oriented, have the ability to multi-task and prioritize, have experience with process improvements to accommodate growth, can deliver "white glove" customer service, have a good sense of humor and thrives in a fast-paced environment:

Primary Responsibilities:

• Assist agents with questions regarding the contracting and certification process

• Outreach to agents regarding contract status and offers help to ensure completion

• Maintain specific contracting and certification procedures for many Healthcare Carriers

• Update and maintain contracting and certification agent CRM database

• Track status of submitted contracts and troubleshoots

• Review and update Carriers contracting and certification reports

• Support the Garity Sales team in onboarding new Agent/Agencies

• Help improve process for continued growth and scalability

• Support agent progress from introduction to first sale

Primary Skills & Requirements:

• Excellent organization skills and attention to details

• Excellent written and oral communication skills

• Ability to provide top level customer service

• Customer-focused, positive attitude and professionalism

• Self-Motivated

• Working knowledge of Excel, Word, Outlook, the Internet and Smart Office

• Willing to work as part of the team to move the company forward

• Ability to multi-task and prioritize in a fast-paced environment

• Eager and able to learn new systems and software and assist with other tasks and projects

• Ability to travel to agent and company events

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.