Integrity Marketing Group - Saint Albans, WV
posted about 1 month ago
Full-time - Entry Level
Saint Albans, WV
Professional, Scientific, and Technical Services
About the position
Agent Pipeline, founded in 1988 and based in St. Albans, West Virginia, is a leading insurance marketing organization (IMO) in the United States. The company specializes in distributing a comprehensive mix of life and health insurance products, including Medicare Advantage, Medicare Supplement, individual health plans, Prescription Drug Plans, and Final Expense markets. The role involves data management, analysis, and integrity for the internal CRM, with the individual presenting data insights to the Operations Manager and other executive staff members.
Responsibilities
- Manage sales, hierarchy, and agent data.
- Analyze monthly and weekly reports to identify and correct data discrepancies.
- Identify trends within regions/markets using data.
- Improve data integrity through root cause analysis and recommendations.
- Generate reports from our CRM system and gather data via Excel, carrier portals, and Monday.
- Ensure data accuracy provided to agents, internal staff, and carrier partners.
- Identify and share best practices and improvement areas with leadership.
Requirements
- Multitasking and focus in a fast-paced environment.
- Active listening and comprehension of written work-related documents.
- Effective time management and communication skills.
- Critical thinking to solve problems and identify solution strengths and weaknesses.
- Proficiency in Microsoft Outlook, Word, and Excel. Familiarity with Adobe Creative Suite Design Premium, and QuickBase is preferred.
- College degree in Business, Marketing, Communications, or related experience in the insurance industry.
- Ability to write reports, correspond professionally, and convey thoughts clearly.
- Problem-solving ability in situations with limited standardization.
- Must pass pre-hire and annual background checks, pre-hire drug test, and monthly OIG/SAM Exclusion List checks.
Nice-to-haves
- Familiarity with Adobe Creative Suite Design Premium.
- Experience with QuickBase.
Benefits
- Competitive compensation package
- Family-like work environment
- Professional development opportunities
- Supportive company culture
- Health and wellness benefits
