Relationship Experience Specialist
Relationship Experience Specialist
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Job Description
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 nations 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 its subsidiary organizations are making significant investments in talent operations sales and marketing capabilities and digital platforms in order to stepchange 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 webbased 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 twoyear 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 nations 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 familylike 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 youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth 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. Integritys 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.
About Integrity
Integrity is one of the nations 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 familylike 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 youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth 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. Integritys 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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
