Teams at Integrity Marketing Group, LLC

Manage incoming life insurance applications and documentation: triage team inbox, enter data into company systems, file and pre-populate applications, verify agent licensing, mail policies, and support process improvements and special projects.

Lead institutional life insurance wholesale efforts, build and manage a book of business, support case design and sales campaigns, recruit and cultivate institutional relationships, collaborate with carriers and internal teams, use CRM for reporting, and deliver client and producer support to drive growth.

Support commission operations for Life and Institutional divisions by processing commissions, reconciling sales data and cash receipts, maintaining commission databases, producing compensation reporting, collaborating with analysts and accounting, and resolving discrepancies.