Integrity Marketing Group LLC

Front Desk

• Serve as the first point of contact for the company
• Answer inbound calls
• Take clear and detailed messages
• Distribute messages to the correct department

Front Desk Receptionist

Manager

• Establish and manage a standardized onboarding program for business units migrating to the Contracting Platform
• Lead implementation planning, readiness activities, stakeholder alignment, and go-live coordination
• Define onboarding milestones, ownership, dependencies, decisions, risks, and escalation paths
• Provide communication to business-unit leaders throughout the implementation lifecycle
• Lead readiness assessments, data validation, workflow reviews, and standards alignment
• Identify operational, process, and data gaps and coordinate remediation before launch
• Coordinate training for business-unit users, agents, agencies, and internal support teams
• Build and maintain repeatable training curricula, role-based guidance, learning materials, job aids, and onboarding resources
• Lead support for process guidance, contracting-status support, issue triage, and platform education
• Establish triage and escalation processes across Contracting, operations, Data, and technology teams
• Promote consistent use of IntegrityCONNECT and IntegrityCONNECT Plus across business units
• Gather user feedback and translate it into process, training, support, and platform improvement recommendations
• Define and track onboarding, readiness, adoption, support, and user-experience success measures
• Monitor trends, recurring issues, escalations, and adoption barriers
• Develop and maintain SOPs, onboarding playbooks, implementation standards, training materials, and escalation guidance
• Build the Business Unit Success framework for future Contracting Center of Excellence growth
• Provide day-to-day direction, prioritization, coaching, and support for assigned team members
• Create accountability for implementation deliverables, stakeholder communication, and service quality
• Promote collaboration across operational, data, technology, and business-unit teams
• Build team capability through documented standards, knowledge sharing, and ongoing development

Manager, Business Unit Success – Platform Adoption

Agent

• Handle inbound and outbound calls with existing Medicare members, focused on retention, education, and issue resolution
• Guide members through their coverage options and next steps without high-pressure tactics
• Meet performance expectations around call quality, member engagement, retention metrics, and schedule adherence
• Keep communication current with your supervisor and team
• Attend team meetings and training sessions throughout the season
• Complete training Monday through Friday
• Move to an assigned production schedule once AEP begins, including at least one weekend day per week
• Work seasonally through AEP/OEP, with potential for extended opportunities based on client needs

Licensed Healthcare Agent

Sales

• Design and implement sales strategies to motivate and aid independent agents and agencies in selling insurance products and growing their books of business
• Recruit and retain a group of agents
• Cover an assigned territory
• Attend and travel to carrier, medical group, recruiting, and AEP readiness events throughout the country
• Develop and maintain relationships with agents and agencies in the territory
• Establish a local presence for the company
• Grow sales in the territory
• Manage broker relationships for effective returns on marketing investments
• Recruit agents and agencies
• Develop and cultivate relationships with carriers and medical groups
• Conduct informational recruiting and training seminars for current and prospective agents
• Attend and conduct designated and approved CE courses
• Meet or exceed monthly sales goals
• Use internal systems to record and track agent interactions

Regional Sales Manager

Insurance

• Build a book of business and provide year-round service to members
• Service members nationwide with over 10 Medicare carriers
• Make primarily outbound calls, with inbound call opportunities
• Deliver Medicare health plan solutions compatible with clients’ doctors, hospitals, and medications
• Sell Medicare Advantage, Medicare Supplement, and/or Part D Prescription Drug Plans
• Fulfill all policy requirements
• Update job knowledge and learn about new products and services
• Attend and participate in team meetings
• Receive and apply coaching and constructive feedback

Licensed Health Insurance Agent

• Build a book of business and provide year-round service to members
• Service members nationwide with over 10 Medicare carriers
• Make primarily outbound calls, with inbound call opportunities
• Deliver Medicare Health Plan solutions aligned with clients’ doctors, hospitals, and medications
• Sell Medicare Advantage, Medicare Supplement, and/or Part D Prescription Drug Plans
• Fulfill all policy requirements
• Update job knowledge and learn about new products and services
• Attend and participate in team meetings
• Receive and apply constructive feedback

Processor

• Process commission statements fully and accurately within two business days of the Matched/Reconciled date
• Submit batch exceptions in a timely manner
• Recalculate batches daily until all exceptions are cleared
• Update all applicable systems
• Follow departmental and company policies and procedures
• Respond to commission tickets within eight business hours of receipt
• Resolve commission tickets within four business days of receipt
• Maintain an audit rate of less than 3% error rate
• Notify management of company pay rate issues, statement issues, and other items that may impact statement payout timing
• Process payments to external agents and agencies as part of the Commissions Department

Commissions Processor

General

• Liaise with Retention Manager regarding Carrier reports and inquiries
• Download Carrier Reports, Ready to Sell Reports and Commission Statements from Carrier websites and emails
• Prepare Reports and Commission Statements and upload them to dedicated databases
• Prepare, pre-check and process Commission Statements
• Identify and collate Carrier/Upline-related transaction errors and send them back for research/correction
• Send pay audit requests
• Perform other related responsibilities assigned by the Commission Director
• Analyze commission data, ensure accurate commission payments, and maintain financial records supporting sales operations

Commissions Specialist

• Process insurance applications from initial receipt through placement
• Communicate application status to all interested parties
• Provide knowledge of systems and serve as a resource to others
• Apply pertinent laws, regulations and rules
• Communicate with clients to clarify requests and obtain additional documentation
• Order and retrieve necessary underwriting requirements
• Facilitate suitability approvals and agent signature requirements
• Maintain detailed, compliant and accurate files
• Ensure electronic files are complete once policies are issued
• Follow up and provide timely status reports
• Set policies up for issue, assemble policies and secure final delivery documents
• Perform imaging, faxing, copying and filing
• Meet or exceed department productivity and quality standards

Case Manager – Insurance/Finance

Associate

• Answer calls as required by company policy in a helpful, professional, and timely manner
• Schedule appointments
• Place outgoing calls to provide or obtain information
• Document all calls while in progress
• Transfer calls to employees in other departments as required to meet client needs
• Fully document client files or imaging systems with related material to maintain a clear and concise audit trail
• Participate in cross-training and group training sessions
• Communicate with supervisors, senior leadership, and team members to ensure accurate responses and avoid duplicated efforts
• Perform other duties as assigned
• Provide exceptional service and support to clients regarding Life, Health, and Wealth needs
• Maintain accurate records of client interactions, inquiries, and resolutions in the client management system
• Ensure compliance with regulatory requirements

Member Experience Associate

Operations

• Review and process consumer enrollment, termination, and cancellation requests
• Identify and resolve enrollment errors, discrepancies, and missing information
• Follow established processes for enrollment activity and sensitive consumer information
• Contact consumers when additional information or action is required
• Research issues and coordinate with internal teams
• Escalate complex or high-risk issues with clear documentation
• Maintain accurate enrollment records and communications in Zendesk or similar systems
• Identify recurring issues and communicate trends or process gaps to management
• Support the Enrollment Operations team during high-volume periods
• Process enrollment work accurately, consistently, and on time
• Take ownership, document actions clearly, and escalate issues appropriately

Enrollment Operations Specialist

• Provide knowledgeable, efficient, and professional support to consumers by phone and email
• Assist consumers with health, dental, and vision insurance enrollments
• Answer questions about eligibility, coverage, benefits, and enrollment
• Help consumers navigate the health insurance enrollment process
• Use Stride’s enrollment systems and tools to support consumers through enrollment
• Identify and resolve enrollment and coverage issues
• Follow up with consumers when additional information or action is required
• Document consumer interactions and resolutions accurately in Zendesk
• Follow established processes and compliance requirements
• Provide phone and email coverage according to team schedules and business needs

Business Development Rep

• Facilitate proactive sales and marketing activities and provide objective, consultative support for clients’ planning needs
• Manage sales results through suitable client recommendations, case design, and tailored sales concepts
• Manage accounts for a specified group of Regional Vice Presidents
• Build and nurture agent relationships around Long Term Care Planning
• Present to end consumers, educate them, and guide them to act on recommendations
• Generate sales by educating and training advisors in the specified territory
• Monitor product offerings, rate changes, state approvals, and industry developments
• Respond to inquiries from colleagues and clients and communicate with peers and team leaders
• Distribute marketing materials and policy forms from carrier websites
• Provide App Ease service, including scheduling, executing, and delivering clean applications
• Stay current and proficient in company processes, policies, and proprietary software

LTC Business Development Specialist

• Process new health insurance applications
• Review applications for accurate and complete information
• Enter enrollment data into the company database
• Send applications to the correct health insurance carrier
• Complete and receive training for additional tasks as needed
• Work during the busy annual enrollment period when application volumes are significantly higher

Front Desk Receptionist

Manager, Business Unit Success – Platform Adoption

Licensed Healthcare Agent

Regional Sales Manager

Licensed Health Insurance Agent

Licensed Health Insurance Agent

Commissions Processor

Commissions Specialist

Case Manager – Insurance/Finance

Member Experience Associate

Enrollment Operations Specialist

Member Experience Associate

LTC Business Development Specialist

New Business Coordinator – Seasonal