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Agent Relationship Manager

May 21, 2025May 21, 2025

Agent Relationship Manager

CompanyIntegrity
LocationCouncil Bluffs, IA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelMid Level

Requirements

  • Ability to identify agents with contracts and policies
  • Strong communication skills for agent follow-ups
  • Proficiency in using Outlook and Calendly for scheduling
  • Ability to provide training and support for agents
  • Familiarity with technology tools used in the insurance industry

Responsibilities

  • Support existing agents through commission statements and follow-up calls
  • Book agent follow-ups using Outlook or Calendly
  • Provide refresher training and talk app bonuses per carrier
  • Ensure agents have all tech tools downloaded and are utilizing them
  • Assist new agents with registration and e-application processes
  • Monitor new business and notify marketers about agent submissions
  • Conduct research to find new agencies to target
  • Send out product and important updates
  • Perform regular assistant duties and follow up on contracting
  • Identify areas of opportunity for large producing agents

Preferred Qualifications

    No preferred qualifications provided.


TaggedCustomer SuccessFinance & Operations & StrategyIntegrityMid LevelSales & Account Management

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