Marketing & New Business Development

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Job description

About American Business

American Business is an independent agency headquartered in New York City. They specialize in being the insurance resource for strategic partners in property & casualty agencies, sports management firms, financial institutions, CPAs, RIAs, family office managers and their clients. Licensed with over 50 insurance companies throughout the U.S., American Business serves over 35,000 current policy holders with $60 billion in active policies. Their professionals have an average of 15 years of life insurance experience. The primary insurance products they provide to their clients are life, disability, and long-term care insurance.

Job Summary

We are seeking a detail-oriented and proactive individual to join our team as a Marketing & New Business Development . This role involves supporting our agents and leadership by managing compensation processes, creating analytical reports, and ensuring the accuracy of commission payments. The ideal candidate will have strong organizational skills, a keen eye for detail, and the ability to adapt to new tools and technologies.

Primary Responsibilities

• Conduct follow-up calls to Producers on leads.
• Assist in creating SharePoint sites and other marketing materials.
• Calculate commission payments for agents and markets using pre-programmed spreadsheets and insurance company statements.
• Analyze the current market payout grid for discrepancies and identify areas with the greatest retention.
• Develop tracking spreadsheets for settlements.
• Provide direct support to agents in resolving compensation issues with carriers or markets.
• Monitor carrier renewals for both NY State and Non-NY State business.
• Learn and utilize additional computer and cloud-based tools to create analytical reports and processes for management.
• Manage the creation of staff website logins for carrier websites.
• Generate and distribute monthly pending reports to agents and leadership.
• Expand renewal tracking and forecast future renewals.
• Restructure reporting functionality to be more dynamic as the business evolves.
• Download and archive carrier statements corresponding to the daily ACH report.
• Monitor changes in carrier and market contracts to update the customized compensation grid.
• Provide monthly reports to certain markets and management.
• Participate in special initiative projects and other duties as assigned.

Primary Skills & Requirements

• Strong problem-solving and decision-making abilities.
• Excellent organizational skills, with proficiency in using technology for managing electronic copies of statements and reports, email requests, and cloud-based tasks.
• High attention to detail and good memory.
• Professional communication skills, both clear and concise.
• Ability to adapt to new and unforeseen situations.
• Discretion in handling and controlling sensitive information and documents.
• Proficiency in Microsoft Excel, including creating new spreadsheets.
• Interest and skills in financial analysis, with a desire to increase responsibilities in this area.
• Good interpersonal skills and ability to work effectively as part of a team.
• Bachelor's Degree in a relevant field of study.

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 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 - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit .

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.

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