Sales Onboarding/Contract Specialist

at  Integrity Marketing Group

ABOUT GARITY ADVANTAGE

GarityAdvantage is an independent marketing organization that specializes in the senior market — namely, Medicare products. The firm proudly serves as a key intermediary between insurance carriers and a network of independent sales agents. GarityAdvantage has built a significant presence in the Northeast and Mid-Atlantic regions and is rapidly expanding into new markets across the country. In business since 1970, GarityAdvantage today serves more than 250,000 Americans annually. Garity Advantage is based in Norwell, Massachusetts.

JOB SUMMARY

Garity Advantage Agency is a fast paced, growing insurance marketing organization conveniently located right off Rt. 3 on the Norwell/Rockland border. Garity Advantage is currently looking for a team player to join our rapidly growing company to help bring our Customer Service Team to the next level.
The Sales Onboarding Specialist is an exciting Entry Level role at Garity. Wearing many hats, this role works closely with Agents, Healthcare Carriers and an Energetic Team to ensure that our contracting, certification and sales onboarding processes are completed successfully. This role works closely with the Garity Sales team to ensure Agent’s success during the contracting process and to support Agents/Agencies that are new to Garity. Ideally, this individual will be detail oriented, have the ability to multi-task and prioritize, has experience with process improvements to accommodate growth, can deliver “white glove” customer service, has a good sense of humor and thrives in a fast paced environment.

PRIMARY SKILLS & REQUIREMENTS:

• Excellent organization skills and attention to details
• Excellent written and oral communication skills
• Ability to provide top level customer service
• Customer-focused, positive attitude and professionalism
• Self-Motivated
• Working knowledge of Excel, Word, Outlook, the Internet and Smart Office
• Willing to work as part of the team to move the company forward
• Ability to multi-task and prioritize in a fast paced environment
• Eager and able to learn new systems and software and assist with other tasks and projects
• Ability to travel to agent and company events

• Assist agents with questions regarding the contracting and certification process
• Outreach to agents regarding contract status and offers help to ensure completion
• Maintain specific contracting and certification procedures for many Healthcare Carriers
• Update and maintain contracting and certification agent CRM data base
• Track status of submitted contracting and troubleshoot
• Review and update Carriers contracting and certification reports
• Support the Garity Sales team in onboarding new Agent/Agencies
• Help improve process for continued growth and scalability
• Support agent progress from introduction to first sale