Client Service Specialist (2431)

About First American Insurance Underwriters

Over the last 35 years, First American Insurance Underwriters (FAIU), based in Needham, MA, has been a leading national insurance wholesaler/brokerage general agency dedicated to providing outstanding service, solutions, training and partnership to independent insurance advisors and financial institutions.

Why Work Here

Joining us means being part of a hyper-growth company with all kinds of professional opportunities for those who are ready. Are you ready? At Integrity, we start with competitive compensation and just get better from there.

We love celebrating all your hard work with fun and swag — and we love giving back! You can look forward to friendly competitions and contests, as well as activities that help raise money for charities in the communities we serve.

At Integrity, we include benefits that make work-life more fun with more peace of mind for you. These benefits include but are not limited to:

• Generous PTO and holiday schedule, with extra time off for community service and your birthday
• Multiple health insurance plans to choose from
• 401(k) with immediately vested employer matching
• Integrity-paid HSA contributions for eligible health plans
• Employee ownership program after one year, which grants meaningful ownership in Integrity’s ongoing success

Job Summary

The Client Services Specialist is responsible for processing agent contracts with the insurance companies. The main responsibilities include helping the agents, agencies, and their office staff to complete required contracting paperwork, including walking them through online systems, and following up through completion at carrier.

The ideal candidate is proactive, enjoys problem-solving, has good math skills, and has strong communication skills. Whether you are a recent college graduate, have experience in a similar role, or returning to the workforce and looking to gain great experience, we would love to hear from you.

Position Responsibilities

• Confirm the agent licensing & appointment status to input new business applications into the system and forward to case managers for processing.
• Maintain records of agent licenses, contracts, and state appointments, plus Continuing

Education and Anti-Money Laundering requirements and keep abreast of changes in state licensing regulations.

Assist the Commissions Team with compensation reports from insurance companies, either downloading from insurance company websites, or manually input into the commission system.

• Responsible for updating bonus schedules and running monthly commissions reports.
• Follow-up on contract and appointment status via phone and email.
• Must be able to establish and maintain relationships with Producers, Agency Administrators, Sales Staff, and Insurance Company's Contracting and Compliance Personnel.
• Position Requirements

• Bachelor’s degree required
• 2 to 4 years of financial services experience
• Strong communication and follow-up skills are a must
• Must be proficient with Microsoft Office including Excel
• Must be able to multi-task, possess quick-thinking abilities and excellent attention to detail
• SureLC and SmartOffice experience a plus

Integrity Marketing Group is one of the nation’s leading independent distributors of life and health insurance products, with a strong insurtech focus. Integrity’s broad and innovative approach is driven by a singular purpose: to help people protect their health and wealth so they can be ready for the good days ahead and make the most of what life brings. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone and online. Integrity’s 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.2 million clients annually. For more information, visit www.integritymarketing.com

Integrity Marketing Group, 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 Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Job Type: Full-time

Benefits:

• 401(k)
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Work Location: One location