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Case Manager

4 months ago

Harrisburg, United States Ritter Insurance Marketing Full time

About Ritter Insurance Marketing

Ritter Insurance Marketing 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.

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’ hierarchies, contracts, payment methods, and tax reporting are following Ritter and carrier policies. Follow all department processes, procedures, and policies as needed.

Position Responsibilities and Functions:

  • Assumes responsibility for agent support.

  • Provides customer service to agents via phone, email, and in meetings when necessary.

  • Creates Service Requests (SRs) as needed to track and handle agent issues.

  • Communicates with carriers and/or outside departments to resolve agent issues.

  • Assists with phones queues including: Operator, Site Assistance, and Broker Support.

  • Processes ACH and W-9 documents.

  • Assumes responsibility for agent commission communications. 

  • Communicates with the carriers as necessary to resolve commission issues.

  • Works with Commission Analysts to resolve payment questions and concerns.

  • Keep track of all agent communications.

  • Assumes responsibility for assigned reporting.

  • Completes assigned reporting within the set timeframe.

  • Assume responsibility as mentor when assigned. Assumes responsibility for miscellaneous duties as assigned by supervisor.

Qualifications:

  • High School Diploma or equivalent.

  • Basic understanding of insurance and agent relationship.

  • Knowledge of New Business operations and procedures.

  • One-year customer service experience and/or data entry experience.

  • One-year experience with Microsoft Office.

  • Good communication skills, especially over the phone.

  • Good computer and typing skills.

  • Good customer service skills.

  • Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone.

  • Positive attitude and ability to work well with others.

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

  • Using primarily just the fingers to make small movements such as typing.

  • Especially where one must convey detailed or important instructions or ideas accurately, loudly, or quickly.

  • Able to hear average or normal conversations and receive ordinary information.

  • Average, ordinary visual acuity necessary to prepare or inspect documents or products, or operate machinery.

  • Sedentary work. Sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.)

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.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.

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