Qureos Mentor

Integrity Marketing Group

<div>Insurance Sales Agent
Ritter Insurance Marketing
Cleveland, GA
About Ritter Insurance Marketing
Ritter Insurance Marketing, an Integrity company, is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska, Idaho, Arizona, Florida, Maryland, North Carolina and Ohio. More than 280 full-time Ritter employees support the business of over 15,000 independent insurance agents in all 50 states. Its proprietary software development and agent service departments develop and market leading business solutions for insurance agents.
Job Summary<div>
Marketing and selling insurance products and services offered by Ritter Insurance Marketing and Chastain Agency to clients in the Cleveland, GA area.
Primary Responsibilities:<ul><li>
Selling insurance products to clients in the Cleveland, GA area.</li><li>
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.</li><li>
Complete application for insurance coverage with clients via either in-person or telephonic appointment.</li><li>
Complete application for coverage with client on a pre-scheduled appointment.
</li><li>Assume responsibility to fully understand and use all online services provided by Ritter Insurance Marketing and Integrity Marketing Group. This includes Medicare quote engine, Ritter CRM, Shop &amp; Enroll, Agent Enroll, Ritter forums, and any carrier-specific online enrollment portals.</li><li>
Perform administrative tasks, such as maintaining records and handling policy renewals and updates systems as needed.</li><li>
Assumes responsibility for miscellaneous duties as assigned by management.</li></ul>
Primary Skills &amp; Requirements:<ul><li>
High School Diploma or equivalent. Associate degree or higher preferred.</li><li>
Must be licensed to sell health insurance in Georgia. May also be required to be licensed in additional states.</li><li>
Must complete the Medicare AHIP and any carrier specific training.</li><li>
Will be contracted through Ritter Insurance Marketing for all necessary carriers.
</li><li>Basic understanding of insurance and agent relationship.</li><li>
Basic understanding of Medicare and Medicare products.</li><li>
Knowledge of marketing and new business operations and procedures.</li><li>
Insurance sales and/or marketing experienced preferred.</li><li>
Good communication skills.</li><li>
Good customer service skills.</li><li>
Good computer and typing skills.</li><li>
Good organizational skills.</li><li>
Ability to meet the sales and production goals, as determined by management</li><li>
Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone.</li></ul>
The Agent is expected to demonstrate the following core competencies:<ul><li>
Sales Motivation - the Agent will demonstrate a strong motivation to achieve positive results.<ul><li>
The Agent will explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.</li></ul></li><li>
Service Delivery - the Agent will effectively deliver sales presentations to clients while maintaining and exceeding performance expectations.<ul><li>
The Agent will be able to listen and respond to clients&rsquo; questions and make appropriate recommendations.</li><li>
The Agent will effectively manage their customer pipeline through proper lead management.</li><li>
The Agent will perform follow-up outreaches to customer inquiries.</li></ul></li><li>
Client Relationships - the Agent will provide initial and ongoing service, while demonstrating an understanding of the marketplace and the clients&rsquo; changing insurance needs.</li><li>
Job Knowledge &ndash; the Agent will maintain and update their knowledge of new products to pursue a program of development for personal and business skills.</li></ul>
Benefits Available<ul><li>
Medical/Dental/Vision Insurance</li><li>
401(k) Retirement Plan</li><li>
Paid Holidays</li><li>
PTO</li><li>
Community Service PTO</li><li>
FSA/HSA</li><li>
Life Insurance</li><li>
Short-Term and Long-Term Disability</li></ul></div>
About Integrity
Integrity is one of the nation&rsquo;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&rsquo;ll love, and we&rsquo;ll love you back. We&rsquo;re proud of the work we do and the culture we&rsquo;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 benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are &mdash; in person, over the phone or online. Integrity&rsquo;s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.</div>

Insurance Sales Agent

<div>Job summary:
Do you love turning cutting-edge sales technology into game-changing results? At Integrity, we&rsquo;re transforming life insurance distribution, and we need a Sales Technology Adoption Consultant who can make it happen. In this role, you&rsquo;ll be the bridge between innovation and the field&mdash;understanding the real-world needs of agents and agencies, then driving adoption of tools that help them sell smarter, faster, and more efficiently.
You&rsquo;ll partner with Business Unit leaders, IT, Marketing, and Sales to launch and promote Integrity&rsquo;s industry-leading technology solutions. Your mission: make our tools indispensable by ensuring they&rsquo;re embraced, understood, and driving measurable impact. If you thrive at the intersection of sales and technology, have a knack for building buy-in, and love working in a fast-moving, high-growth environment, this is your chance to make a real difference.
Let&rsquo;s talk job responsibilities:<ul><li>Drive adoption &amp; impact &ndash; Promote and champion technology tools tailored to field needs, ensuring awareness, training, and sustained usage among agents and agencies.</li><li>Be the voice of the field &ndash; Serve as the feedback loop from producers, agencies, and carriers to technology leadership, helping identify gaps and enhancements to maximize user experience.</li><li>Collaborate to innovate &ndash; Work with IT, Marketing, Sales, and Business Unit leaders to integrate technology into sales strategies that boost productivity and revenue.</li><li>Train for results &ndash; Deliver compelling, sales-focused training sessions that not only explain features, but show agents how to win with them.</li><li>Pitch and persuade &ndash; Partner with Sales, Operations, and BUs to present Integrity&rsquo;s technology to Integrity Partner Office groups and downline agencies.</li><li>Lead pilots &amp; rollouts &ndash; Support technology launches, pilot programs, and enhancements&mdash;ensuring smooth implementation and measurable ROI.</li><li>Champion CONNECT &ndash; Drive widespread adoption of Integrity CONNECT and other high-impact tools.</li><li>Manage resources wisely &ndash; Oversee budgets with precision, ensuring every dollar drives adoption and results.</li></ul>
Your experience and skills:<ul><li>Bachelor&rsquo;s degree in business, finance, or related field.</li><li>2&ndash;5+ years of experience in sales and technology&mdash;preferably within life insurance&mdash;or demonstrated deep industry knowledge.</li><li>Strong grasp of sales workflows and technology requirements for field success.</li><li>Thrives in high-growth, fast-paced environments with a bias for action.</li><li>Exceptional communication and relationship-building skills across teams and with external partners.</li><li>Ability to travel up to 75% of the time.</li></ul>
About Integrity
Integrity is one of the nation&rsquo;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&rsquo;ll love, and we&rsquo;ll love you back. We&rsquo;re proud of the work we do and the culture we&rsquo;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 benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are &mdash; in person, over the phone or online. Integrity&rsquo;s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.</div>

Sales Technology Engagement Partner

<div>Job Description
Gladstone Wealth partners is one of the fastest growing hybrid RIAs in the wealth management industry, Gladstone is known for assisting advisors as they set up and establish their own independent advisory practice. This includes helping advisors better serve their clients, run their businesses more profitably, grow faster and enhance their enterprise value.
We are seeking a highly motivated Operations Associate to join our growing financial services firm. As the firm continues to expand, this role is essential to maintaining smooth, accurate, and compliant operational processes.
The Operations Associate supports account opening workflows, processes client paperwork, and assists with day-to-day operational tasks. This role works closely with Operations and Compliance personnel to support advisors and ensure a high standard of operational excellence and service.
Some industry experience is preferred but not required. We are willing to train candidates who demonstrate strong aptitude, attention to detail, and a desire to build a long-term career in financial services. This position is ideal for someone seeking foundational experience in investment operations within a collaborative team environment.
Primary Responsibilities<ul><li>
Process new account opening paperwork and related documentation with a high degree of accuracy</li><li>
Perform data entry, review, and maintenance within the firm&rsquo;s systems</li><li>
Assist with daily operational tasks and support ongoing process improvement initiatives</li><li>
Collaborate with team members to ensure efficient back-office operations and a positive advisor experience</li><li>
Support firm initiatives, company-wide projects, and attend firm functions as needed</li></ul>
Required Skills &amp; Qualifications<ul><li>
Strong organizational skills with the ability to manage multiple workflows simultaneously</li><li>
Exceptional attention to detail and commitment to accuracy</li><li>
Clear and professional written and verbal communication skills</li><li>
Problem-solving ability, including identifying issues, proposing solutions, and escalating when appropriate</li><li>
Team-oriented mindset with a willingness to contribute to a collaborative and positive work environment</li><li>
Familiarity with financial services or custodial processes is preferred but not required; training will be provided</li></ul>
Education &amp; Experience<ul><li>
Bachelor&rsquo;s degree preferred; candidates with relevant experience or coursework will be considered</li><li>
Prior exposure to financial services or investment operations is helpful but not required</li></ul>
About Integrity
Integrity is one of the nation&rsquo;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&rsquo;ll love, and we&rsquo;ll love you back. We&rsquo;re proud of the work we do and the culture we&rsquo;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 benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are &mdash; in person, over the phone or online. Integrity&rsquo;s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.</div>

Operations Associate I

Company OverviewIntegrity Marketing Group is a leader in providing holistic life, health and wealth planning and solutions designed to help families achieve financial security, retirement planning, and wealth building strategies.. We are a rapidly growing life insurance agency dedicated to making the process of securing health and financial wellbeing simple. Beyond serving our clients, we support driven professionals by developing their skills with mentorship and resources needed to succeed and build their own independent business in the financial services industry.Integrity Marketing Group is seeking motivated Financial Planning Specialists who want to make a difference. In this role, you&rsquo;ll learn from industry leaders, develop professional sales skills, and help clients reach their financial goals &mdash; all in a supportive, flexible, and high-growth environment.Key Responsibilities<ul><li>Client Education: Educate individuals and families on a variety of financial products and solutions designed to help them achieve greater financial stability and long-term security.</li><li>Needs Assessment: Conduct personalized consultations to understand each client&rsquo;s goals, challenges, and priorities, providing tailored recommendations to meet their financial objectives.</li><li>Relationship Building: Develop and maintain strong client relationships through networking, referrals, and consistent follow-up, ensuring trust and long-term satisfaction.</li><li>Sales Execution: Present and explain financial service options in a clear and engaging way, helping clients make confident, informed decisions.</li><li>Team Collaboration: Work closely with mentors, trainers, and leadership to enhance your product knowledge, sales techniques, and professional growth.</li><li>Professional Development: Participate in ongoing training programs to strengthen your communication, leadership, and client service skills.</li><li>Compliance &amp; Integrity: Conduct all client interactions with honesty and professionalism, maintaining compliance with company standards and regulatory guidelines.</li></ul>Qualifications<ul><li>Strong entrepreneurial mindset with a desire for personal and financial growth.</li><li>Excellent communication, presentation, and relationship-building skills.</li><li>Self-motivated and disciplined, with the ability to manage time and goals effectively.</li><li>Previous experience in sales, customer service, or financial services preferred (but not required).</li><li>Willingness to complete any necessary state licensing or training requirements (assistance provided).</li><li>Ability to work independently or as part of a team in a fast-paced, goal-oriented environment.</li><li>Reliable transportation and the ability to attend client appointments or local events as needed.</li><li>High school diploma or equivalent required; college coursework or degree in business, finance, or related field is a plus.</li><li>Must be at least 18 years old with a valid driver&rsquo;s license.</li><li>Bilingual Speakers are highly encouraged to apply</li><li>A one-time $200 investment for training, support, and carrier access.</li></ul>What We Offer<ul><li>State licensing support (Life &amp; Health Insurance).</li><li>Structured mentorship and hands-on coaching. A collaborative culture focused on integrity, professionalism, and community impact.</li><li>Opportunities for growth, leadership, and career advancement within a rapidly expanding national organization.</li><li>A successful, duplicatable business model suited for part-time or full-time commitment to balance your professional and personal commitments.</li><li>Access to products from top-rated financial carriers.</li></ul>Compensation<ul><li>Compensation is performance-based, with commissions and bonuses available.</li><li>The range is based on the average sales representative in current markets</li><li>This is a 1099 position or non-salaried</li></ul>Join us as a Financial Planning Specialist and become a vital part of empowering individuals to realize their financial aspirations! Your expertise will inspire confidence and help shape secure futures for our valued clients.Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.Pay: $30,000.00 - $100,000.00 per yearBenefits:<ul><li>Flexible schedule</li><li>Professional development assistance</li></ul>Application Question(s):<ul><li>A one-time $200 investment for training, support, and carrier access.</li></ul>Are you willing to do so if accepted?<ul><li>This is a 1099 position or non-salaried, and compensation is performance-based, with commissions and bonuses available.</li></ul>Do you understand? Ability to Commute:<ul><li>Gaithersburg, MD 20878 (Required)</li></ul>Work Location: Hybrid remote in Gaithersburg, MD 20878

Financial Planning Specialist

<div>Executive Administrative Assistant
North American Senior Benefits
Lawrenceville, GA
About North American Senior Benefits
NASB, an Integrity company, is one of the nation&rsquo;s largest agencies focused on the final expense life insurance market with additional offerings in Senior Market products. NASB distributes its products through a vast network of agents across the U.S. with great profit under its belt.
NASB is a company with strong values and goals. As an undisputed leader in the final expense market, their drive to make a difference in their fellow Americans&rsquo; lives has been fulfilled. NASB is based in Lawrenceville, Georgia.
Job Summary<div><div><div><div><div><div><div><div><div>
A full-time Executive Assistant is needed to support both the Managing Partner and the President of NASB. This position requires someone who can support the Executive Team with a problem-solving mindset in any situation.
Primary Responsibilities<ul><li>
Prioritize supervisor needs, client projects, and other responsibilities in the fast-paced environment of a Sales Organization</li><li>
Continually adjust meeting schedules according to supervisors&rsquo; preferences</li><li>
Provide travel options and book reservations for flights, hotels, cars, restaurants, and other events for Executive Team</li><li>
Screen emails, phone calls, mail and internal requests for meetings as the gate-keeper for both the Managing Partner and President of NASB</li><li>
Create production reports for entire NASB production and email to NASB partners</li><li>
Collect Financial reports from Integrity Accounting for NASB, Milner Financial, HarveyTime, and Elevation and send to Chad for review</li><li>
Receive all bills for NASB, review, and submit to be paid for NASB through Bill.com/Coupa</li><li>
Summarize all bills for NASB monthly and send to Executive team for review</li><li>
Organize budget for NASB with Executive Team and review monthly for budget performance review</li><li>
Attend all Financial meetings with Integrity for NASB/Milner Financial and summarize calls for Executive Team</li><li>
Reconcile and submit expense reports in Concur/Coupa for Executive Team</li><li>
Order meals according to the needs of the Executive Team</li><li>
Manage NASB Reward Jacket program for NASB agents</li><li>
Assist Travel Coordinator position with Partner Trip Annually</li><li>
Assist Travel Coordinator position with NASB Convention Annually</li><li>
Assist Travel Coordinator position with NASB agent Trip Annually</li><li>
Participate in &ldquo;partner chat&rdquo; text message groups to monitor and participate in the NASB partners group chat to collect relative business information from leadership in the field</li><li>
Other duties as assigned</li></ul>
Primary Skills &amp; Requirements<ul><li>
Completely trustworthy in maintaining confidentiality with high-level company documents and meetings</li><li>
Highly professional with phone and email communication, especially with clients</li><li>
Proficient in Microsoft Word, PowerPoint, Excel, and Outlook</li><li>
Proficient in writing, editing, and typing skills</li><li>
Excellent attention to detail and high accuracy in data entry</li><li>
Excellent organizational skills and self-motivation without supervision</li><li>
Maintain a positive, can-do attitude under pressure</li><li>
Able to learn new skills and work overtime frequently as needed by supervisors</li></ul></div></div></div></div></div></div></div></div></div>
Benefits Available<ul><li>
Medical/Dental/Vision Insurance</li><li>
401(k) Retirement Plan</li><li>
Paid Holidays</li><li>
PTO</li><li>
Community Service PTO</li><li>
FSA/HSA</li><li>
Life Insurance</li><li>
Short-Term and Long-Term Disability</li></ul>
About Integrity
Integrity is one of the nation&rsquo;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&rsquo;ll love, and we&rsquo;ll love you back. We&rsquo;re proud of the work we do and the culture we&rsquo;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 benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are &mdash; in person, over the phone or online. Integrity&rsquo;s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.</div>

Executive Assistant

<div>Job summary:
Responsible for providing operational-based customer service particularly regarding commissions and general agent support for operational inquiries. Responsible for analyzing commission data for trends, errors, and accuracy to ensure consistent payment for Ritter and contracted agents. Acts as first point of contact for the operational items of Ritter with regards to phone communication, service requests, and/or email. Ensuring agents&rsquo; hierarchies, contracts, payment methods, and tax reporting are following Ritter and carrier policies. Follow all department processes, procedures, and policies as needed. Conducts trainings for new hires as required
Let&rsquo;s talk job responsibilities:<ul><li>
Assumes responsibility for agent support.<ul><li>
Provides customer service to agents via phone, email, and in meetings when necessary.</li><li>
Creates Service Requests (SRs) as needed to track and handle agent issues.</li><li>
Communicates with carriers and/or outside departments to resolve agent issues.</li><li>
Assists with phones queues including: Operator, Site Assistance, and Broker Support.</li><li>
Processes ACH and W-9 documents.</li></ul></li><li>
Assumes responsibility for agent commission communications.<ul><li>
Communicates with the carriers as necessary to resolve commission issues.</li><li>
Works with Commission Analysts to resolve payment questions and concerns.</li><li>
Keep track of all agent communications.</li></ul></li></ul><ul><li>
Assumes responsibility for assigned reporting.<ul><li>
Completes assigned reporting within the set timeframe.</li></ul></li><li>
Assumes responsibility as mentor when assigned.</li><li>
Assumes responsibility for conducting new hire trainings as assigned by supervisor.</li><li>
Assumes responsibility for miscellaneous duties as assigned by supervisor.</li></ul>
Your experience and skills:<ul><li>
High School Diploma or equivalent.</li><li>
Basic understanding of insurance and agent relationship.</li><li>
Four Years of experience as a Case Manager or comparable experience including Customer Service experience.</li><li>
Experience with Microsoft Office.</li><li>
Outstanding communication skills, especially over the phone.</li><li>
Good computer and typing skills.</li><li>
Outstanding customer service skills.</li><li>
Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone.</li><li>
Positive attitude and ability to work well with others.</li></ul>
About Integrity
Integrity is one of the nation&rsquo;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&rsquo;ll love, and we&rsquo;ll love you back. We&rsquo;re proud of the work we do and the culture we&rsquo;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 benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are &mdash; in person, over the phone or online. Integrity&rsquo;s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.</div>

Case Manager

<div><div><div><div><h2 class="jobSectionHeader">New Business - Insurance Case Manager</h2>
One Resource Group (An Integrity Company) 
 Roanoke, IN<h3 class="jobSectionHeader">
About One Resource Group</h3>
One Resource Group (ORG), an Integrity company headquartered in Roanoke, Indiana, is a leading Brokerage General Agency (BGA) specializing in fully underwritten and advanced planning markets. ORG supports life, annuity, disability income, and long‑term care solutions for a nationwide network of advisors.
With nearly 20 years of industry leadership, ORG has served more than 190,000 families and supports over 80,000 agents through cutting‑edge technology, experienced underwriting, case design, case management, and advanced market expertise.
Learn more at www.orgcorp.com.<h3 class="jobSectionHeader">
Position Summary</h3>
The New Business Case Manager plays a critical role in processing insurance applications from receipt through policy issuance. This position requires strong insurance industry knowledge, excellent organizational skills, and the ability to manage multiple priorities in a fast‑paced environment. As a highly visible role, the Case Manager directly impacts revenue and builds strong relationships with agents, carriers, and internal partners.<h3 class="jobSectionHeader">
Key Responsibilities</h3><ul><li>
Review incoming insurance applications to ensure accuracy, completeness, and compliance</li><li>
Communicate application status clearly and professionally with agents, carriers, and internal stakeholders</li><li>
Maintain thorough and compliant electronic case files from submission through policy issuance</li><li>
Enter and audit data within applicable administrative systems</li><li>
Order, track, and retrieve underwriting requirements</li><li>
Coordinate suitability approvals and agent signatures to ensure regulatory compliance</li><li>
Follow up proactively and provide timely case status updates</li><li>
Prepare policies for issuance, assemble policy documents, and secure final delivery requirements</li><li>
Apply working knowledge of insurance laws, rules, and regulations</li><li>
Serve as a system and process resource for team members</li><li>
Perform administrative functions such as imaging, faxing, copying, and filing</li><li>
Consistently meet or exceed departmental quality and productivity standards</li></ul><h3 class="jobSectionHeader">
Qualifications &amp; Skills</h3><ul><li>
Previous experience in insurance case management, underwriting support, or new business processing preferred</li><li>
Strong attention to detail with a sense of urgency and accountability</li><li>
Excellent verbal and written communication skills, including accurate documentation</li><li>
Highly organized with strong time‑management and follow‑up skills</li><li>
Proven analytical and problem‑solving abilities</li><li>
Self‑motivated professional who can work independently while collaborating with a team</li></ul><h3 class="jobSectionHeader">
Why Join One Resource Group?</h3><ul><li>
Industry‑leading brokerage with national impact</li><li>
Fast‑growing organization with long‑term stability</li><li>
Collaborative team environment</li><li>
Opportunity to directly influence business outcomes</li></ul><h3 class="jobSectionHeader">
Benefits Available</h3><ul><li>
Medical/Dental/Vision Insurance</li><li>
401(k) Retirement Plan</li><li>
Paid Holidays</li><li>
PTO</li><li>
Community Service PTO</li><li>
FSA/HSA</li><li>
Life Insurance</li><li>
Short-Term and Long-Term Disability</li></ul></div></div></div>
About Integrity
Integrity is one of the nation&rsquo;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&rsquo;ll love, and we&rsquo;ll love you back. We&rsquo;re proud of the work we do and the culture we&rsquo;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 benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are &mdash; in person, over the phone or online. Integrity&rsquo;s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.</div>

New Business - Insurance Case Manager

Join Integrity Marketing Group and explore 8   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.