Life New Business Representative

Job Title – Life New Business Representative

Business Unit - Brokers International

Location – Urbandale, IA

About Brokers International

As The Original Agency Builder since 1983™, Brokers International is one of the largest and most experienced insurance marketing organizations in the country. We work effortlessly to help our agency partners, and their financial professionals build their businesses and serve their customers through innovative products, marketing, compliance, and operational support. In June of 2021, we partnered with Integrity Marketing Group, the nation’s largest independent distributor of life and health insurance products, to help us expand our reach and provide a more holistic planning service to agents and agencies across the industry.

BI and it’s subsidiary organizations are making significant investments in talent, operations, sales and marketing capabilities, and digital platforms in order to step-change its ability to drive accelerated growth as a strategic partner. Our culture is one of inclusion, diversity of thought and passionate teamwork. You will be surrounded by individuals that are passionate about our company, our brand, the level of support we provide our partners, and working as one integrated team. Our core values are Teamwork, Work Ethic, Integrity, and Customer Service. If you are up for the challenge, come join us and be part of taking BI on a new journey of accelerated growth and success.

Job Summary

The Life New Business Representative position reviews and process life new business applications for good order to ensure timely placement of policies on your book of business. This position works as liaison between the agents and the carriers to gather and review outstanding requirements. This is more than a data entry job – this is an opportunity to let your customer service skills shine, build relationships with agents and help ensure business is placed quickly and efficiently. This position requires case management skills that keep the process moving while keeping agents and key personnel up to speed. 

Primary Responsibilities:

• Case management from the time the application is received until a decision is made with the goal of placing as many policies in force as possible.

• Build strong relationships with internal and external partners Provides professional, accurate, and timely service to our wholesale and agent partners, with a focus on efficient and effective end to end processes. 

• Manage cases with a sense of urgency, commitment to problem solving and responsiveness; recognize high priority situations and respond accordingly.

• Provide high level customer service via phone (inbound and outbound) and email. Conduct communication in a professional, pleasant, and helpful manner to our wholesalers and agents. 

• Build partnerships with team members, engage in process improvement conversations and look for ways to elevate the services we provide. 

Primary Skills & Requirements:

• 2 year's experience in the Life Insurance industry.

• Associate degree (AA) or equivalent from two-year college plus one-year related experience and/or training; or equivalent combination of education and experience.

• Ability to navigate multiple computer systems, applications, and utilize search tools to find information, Microsoft Office is a plus.

• Ability to work independently within a team environment

• Prior customer service experience

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 back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package,