Internal Sales Assistant

Position: Internal Sales Assistant

Company: Merit Insurance Services, LLC

Location: West Hartford, CT

Employment Type: Full-Time, In-Office (Fully remote is not an option)

About Merit Insurance Services

MERIT Insurance Services, an Integrity company, was founded in West Hartford, Connecticut. This business has been serving Americans since 1957, providing a personal yet professional guide for a variety of insurance needs. As a nationally recognized brokerage agency, MERIT has earned their success and reputation through high quality service, products, and education.

Job Summary

The purpose of the role is to partner with financial advisors to coordinate and expedite Life, Disability,  Long-Term Care Insurance, and/or Annuity business for clients. The candidate will have a desire to excel and contribute to the growth and success of the organization. In this role, the candidate will be responsible for building and maintaining strong relationships with agents and brokers who market our products and services. This is a support-driven position where you will work closely with the MERIT Sales and New Business team, handling a variety of tasks essential to the smooth operation of our business. To be successful in this role, you would have gained knowledge of products through prior experience of Life, Disability, Long-Term Care insurance, and/or Annuity, or you were in an administrative or operations role supporting advisors in Life, Disability, Long-Term Care, and/or Annuity.

Primary Responsibilities:

• Support Brokerage Sales Representatives with various tasks, such as illustration requests, sending brochures and application packets to agents/brokers, logging prospective opportunities into CRM system

• Answer agent/broker questions related to product features, underwriting niches, and application processes

• Fulfill literature requests and generate illustrations and quotes for agents and brokers; must have the ability to learn multiple software platforms 

• Educate agents/brokers on the impact of underwriting requirements including but not limited to medical impairments, financials, foreign guidelines, and contractual requirements

• Stay current on insurance carriers' underwriting, product, compliance, and submission requirements; Gain understanding and implement into daily process

• Determine impairments and/or risks based on medical, physical, occupational, financial, and/or insurable interest and work with financial advisors to determine appropriate product and illustration specifications

Primary Skills & Requirements:

• Be proficient in aspects of underwriting and what's required, i.e., reviewing application paperwork, interpreting underwriting requirements, informing agents/brokers on carrier application processes

• Can identify, define and explain the various steps in a variety of carrier application processes - traditional or accelerated underwriting, eApplications, Paper Applications

• Update, respond to, and initiate activities with sales CRM system to ensure case and client data is current

• Navigate inbound calls and respond promptly to emails and other messages

• Answer inquiries from agents/brokers to assist with questions on insurance products and how to submit through Merit's application platforms

• Can effectively navigate within various databases and manage competing priorities

• Ability to work independently and manage multiple tasks and also within a team

• Strong organization skills, customer service oriented, high attention to detail in a dynamic environment

Benefits Available

• Medical/Dental/Vision Insurance

• 401(k) Retirement Plan

• Paid Holidays

• PTO

• Community Service PTO

• FSA/HSA

• Life Insurance

• Short-Term and Long-Term Disability

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 peo