Regional Marketing Associate

Regional Marketing Associate

Agent Pipeline

St Albans, WV

About Agent Pipeline

Founded in 1988, West Virginia-based Agent Pipeline, an Integrity partner, is one of the most successful insurance marketing organizations (IMOs) in the United States, with vast network of proud employees and satisfied customers. Agent Pipeline distributes a comprehensive mix of life and health insurance products. Agent Pipeline is a recognized market leader in the Medicare Advantage, Medicare Supplement, individual health plans, Prescription Drug Plans, and Final Expense markets. Agent Pipeline is based in St. Albans, West Virginia.

Job Summary 

The Regional Marketing Associate (RMA) position involves developing knowledge of the following skills: helping agents and agencies create and implement marketing plans; applying critical thinking skills to determine agent compensation levels; learning business acumen to help formulate decisions on matters related to agent and agency management; and ensuring proper processes are following in regards to lead distribution.

Primary Responsibilities:

• Calls on provided agent lists to generate leads; present opportunities based on the GAME model: Grab attention, Ask questions, Make recommendations and Expect action (convert leads to contracts)

• Follows up on leads in the appropriate amount of time provided; uses company provided technology to track leads; correctly and promptly dispositions lead statuses

• Uses autonomy in regards to offering contract levels (up to the GA level); sets and prioritizes goals; and offers lead and marketing assistance to agents

• Develops and utilizes tools to identify when agents may need additional training or when issues should be escalated

• Attends and participates in regional and company-wide training; applies training to daily tasks; shares applicable training with agents and agencies; asks questions and proactively searches for additional learning opportunities

• Is open and receptive to constructive criticism and feedback; actively engages in coaching sessions and one-on-one meetings; participates in team meetings and is a supportive, professional, and respectful team member

• Contributes to building the region through increased contracts, agents, production, and scope; participate in region and departmental meetings

• Applies feedback and training to day-to-day activities

• Meets or exceeds all assigned departmental metrics and key performance indicators

• Is dependable in attendance, performance, and has the ability to adapt to industry or organizational changes

• Provides customer service and agency management in the form of addressing concerns and complaints of agents and agencies; applies critical thinking and autonomy when speaking with agent and agencies; collaborating with internal departments to address accounts’ needs; and advises agents and agencies on profitable processes.

Primary Skills & Requirements:

• High school diploma or general education degree (GED) or one to three months related experience and/or training; or equivalent combination of education and experience.

• Ability to read and interpret documents and data.

• Ability to create routine reports, emails, presentations, and correspondence in a clear and cohesive manner.

• Ability to speak effectively before groups of agents or employees.

• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

• Ability to interpret a variety of instructions furnished in written or oral form.

• To perform this job successfully, an individual should have knowledge if basic internet software, Microsoft Excel, Microsoft PowerPoint, and Microsoft Word.

• Must be able to pass annual background check. Must be able to pass Office the Inspector General (OIG) and System for Award Management (SAM) exclusion list screenings.

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 bac