Responsible for auditing commissions and identifying trends within commissions data, maintaining Broker Support team reports currently in process, and providing customer service in the form of telephonic, email, and/or through proprietary ticketing system.

ESSENTIAL FUNCTIONS AND BASIC DUTIES:

• Auditing of commissions for specified carriers

• Monthly and Annual Commission Audits

• Department reporting regarding amounts of commissions recovered based on carrier errors and number of policies affected.

• Completing all reporting/audits based on frequency of carrier statements and reporting deadlines.

• Assist with creating, monitoring, and communicating commission audits based on but not limited to: New Business, renewals, AOR transfers, total amounts, etc.

• Assumes responsibility for agent support.

• Provides customer service to agents via phone, email, and in meetings when necessary.

• Creates Service Requests (SRs) as needed to track and handle agent issues.

• Communicates with carriers and/or outside departments to resolve agent issues.

• Assists with phones queues including: Operator, Site Assistance, and Broker Support.

• Processes ACH and W-9 documents.

QUALIFICATIONS:

• High School Diploma or equivalent.

• Basic understanding of insurance and agent relationship.

• Knowledge of Broker Support and Commissions processes responsibilities.

• Minimum of one year of experience as a Case Manager or related experience.

• One-year experience with Microsoft Excel required – ability to use VLOOKUP and pivot tables.

• Good communication skills, especially over the phone.

• Good computer and typing skills.

• Good customer service skills.

• Good analytical skills.

• Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone.

• Positive attitude and ability to work well with others.

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.