Internal Sales Assistant

Position:Internal Sales Assistant

Company:Merit Insurance Services LLC

Location:West Hartford CT

Employment Type:Full-Time In-Office (Fully remote is not an option)

About Merit Insurance Services

MERIT Insurance Services an Integrity company was founded in West Hartford Connecticut. This business has been serving Americans since 1957 providing a personal yet professional guide for a variety of insurance needs. As a nationally recognized brokerage agency MERIT has earned their success and reputation through high quality service products and education.

Job Summary

The purpose of the role is to partner with financial advisors to coordinate and expedite Life Disability Long-Term Care Insurance and/or Annuity business for clients. The candidate will have a desire to excel and contribute to the growth and success of the this role the candidate will be responsible for building and maintaining strong relationships with agents and brokers who market our products and services. This is a support-driven position where you will work closely with the MERIT Sales and New Business team handling a variety of tasks essential to the smooth operation of our business. To be successful in this role you would have gained knowledge of products through prior experience of Life Disability Long-Term Care insurance and/or Annuity or you were in an administrative or operations role supporting advisors in Life Disability Long-Term Care and/or Annuity.

Primary Responsibilities:

• Support Brokerage Sales Representatives with various tasks such as illustration requests sending brochures and application packets to agents/brokers logging prospective opportunities into CRM system

• Answer agent/broker questions related to product features underwriting niches and application processes

• Fulfill literature requests and generate illustrations and quotes for agents and brokers; must have the ability to learn multiple software platforms

• Educate agents/brokers on the impact of underwriting requirements including but not limited to medical impairments financials foreign guidelines and contractual requirements

• Stay current on insurance carriers underwriting product compliance and submission requirements; Gain understanding and implement into daily process

• Determine impairments and/or risks based on medical physical occupational financial and/or insurable interest and work with financial advisors to determine appropriate product and illustration specifications

Primary Skills & Requirements:

• Be proficient in aspects of underwriting and whats required i.e. reviewing application paperwork interpreting underwriting requirements informing agents/brokers on carrier application processes

• Can identify define and explain the various steps in a variety of carrier application processes - traditional or accelerated underwriting eApplications Paper Applications

• Update respond to and initiate activities with sales CRM system to ensure case and client data is current

• Navigate inbound calls and respond promptly to emails and other messages

• Answer inquiries from agents/brokers to assist with questions on insurance products and how to submit through Merits application platforms

• Can effectively navigate within various databases and manage competing priorities

• Ability to work independently and manage multiple tasks and also within a team

• Strong organization skills customer service oriented high attention to detail in a dynamic 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 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 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 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. 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 addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.