Relationship Experience Specialist

Job Title – Relationship Experience Specialist

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 Relationship Experience Specialist position will focus on enhancing services provided to our agencies and their agents by leveraging new and enhanced technology platforms. This role requires strong communication skills and close partnership with agency principals and staff to drive adoption and increase usage. The RES will support various sized and experience level agencies focused on the sale of life insurance and annuities, creating a bridge between our sales and technical teams to ensure seamless communication. The ideal candidate will be passionate about implementation of new processes, procedure improvement, identifying problems and searching for solutions.

Primary Responsibilities:

• Develop expertise in Business Builder (company web-based platform) and be able to troubleshoot, educate, update content and identify new functionality needs.

• Build strong relationships with agency partners to increase production, grow their business and enhance efficiency.

• Facilitate training, presentations and demonstrations to internal and external stakeholders.

• Serve as the primary contact for questions, concerns and issues related to Business Builder, ensuring timely and accurate responses.

• Work to identify additional company and system needs to support the role and stakeholders.

Primary Skills & Requirements:

• 1+ year of experience working for a financial services organization or insurance company in the sales, operations or marketing departments.

• Experience in an FMO/IMO setting is preferred

• Associate Degree (A.A.) or equivalent from two-year college or technical school: 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.

• Demonstrated strong public speaking, organizational and relationship building skills

• Ability to work independently within a team environment

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, including