Summary

Plan Advisors is committed to supporting our Agency and Broker partners with the excellent resources they need to be successful. The focus of this role is to ensure the successful migration of all Plan Advisors operational processes into the new CRM system. A successful candidate will be knowledgeable of the policies and procedures various carriers to ensure our systems adequately support and execute all operational interactions including but not limited to onboarding procedures, appointments and the reporting of organizational structures and results.

Major Responsibilities

Ensure CRM system can be leveraged to:

• Support Onboarding Functions
  • Send contracting and onboarding invitations
  • Follow-up on contract invitations
  • Assist with Certification steps and navigation
  • Assist in ensuring agent is ready to sell (RTS)
  • Communicate demographic information to Agents via web portal
• Support Agency Management
  • Automated document routing to appropriate departments (ABTFs, DAAFs, Licenses, E&O, etc.)
  • Access Agency Reports
  • Dynamically update Agency information
  • Accurately report on agency results
  • Fulfilling enrollment material supply needs
  • Viewing pay statements and submitting pay audits as needed
  • Promoting E&O options through Plan Advisors
  • Capture and Report on Compliance audits
  • Organize company procedures.
• Broker Agency Service
  • Ensure requests for service items can be captured, routed, and fulfilled via CRM system
• Internal Operations
  • Ensure Plan Advisors CRM can receive communications, route concerns, and respond in a timely manner
  • Ensure system can improve team communicate via automatic account updates
  • Ensure system tracks updates and changes to accounts and that changes are viewable to entire team on-demand
  • Recommend and implement process automation when viable

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.