Team Leader, Retirement Income Case Management

For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships, and that still drives our culture today. Our team of almost 400 is the same service-centered culture as we were in 1971.

Ash Brokerage works with financial professionals to help find, understand, and process insurance and retirement solutions to protect clients in every stage of life. As part of the Integrity Marketing family, we help people protect their health and wealth for the good days ahead and make the most of what life brings.

Responsibilities:

As a Retirement Income Team Leader you will lead Case Managers in addition to supporting your direct leader as needed. These responsibilities include but are not limited to overseeing the day-to-day operations, distributing workloads to set the team up for success, performing audits, analyzing data & reporting, joining and leading meetings, leading various new business initiatives, and ensuring motivation and performance levels are maintained. To be successful, you will:

• Work in a collaborative team environment that nurtures, motivates, participates, and drives positive behavior.
• Ensure the team is appropriately staffed & coverage is set up for out-of-office situations.
• Provide mentorship, training, and coaching to team members to promote efficiency and ensure quality of work.
• Continuously look for ways to expedite and improve our processes and services.
• Act as a catalyst to foster an environment that values helping others.
• Listen to team members’ feedback and work to resolve any issues or conflicts that come your way.
• Identify any issues that could present a problem and provide alternative solutions when necessary.
• Act as a point of escalation resolving conflict or problems that may arise.
• Escalate with carriers as necessary.
• Work with the other New Business leaders to ensure synergy between teams and create an efficient workflow.
• Build relationships with internal and external partners.
• Interview, hire and train new employees for your team as needed.
• Participate in performance evaluation and reward/discipline of the team.
• Carry a reduced caseload and provide coverage as needed.
• Review and approve MTO and/or timecards.

Talents and Abilities:

• Excellent attention to detail
• Self-motivated
• Effective communication to include all channels (phone, email, instant messaging, etc.)
• Positive attitude, team spirit and consistent drive to provide industry-leading service
• Ability to build relationships
• Ability to make decisions under pressure
• Conflict and problem resolution skills
• Extensive product and carrier knowledge
• Performance management skills

Education and Experience:

• Associate’s degree with major in business or related field, plus two to three years of related experience OR
• Equivalent combination of education and experience
• Detailed knowledge and experience in current New Business functions
• Track record of success in fast-paced customer service environment as a case manager

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.