What are the responsibilities and job description for the Contracting and Onboarding Specialist position at Integrity Marketing Group?
About Us
Garity Advantage Agency is a fast-paced, growing insurance marketing organization conveniently located off Route 3 on the Norwell/Rockland border. We are seeking a collaborative, detail-oriented professional to join our team and help elevate our Customer Service function as we continue to scale.
Position Overview
The Contracting & Onboarding Specialist is an exciting entry-level opportunity at Garity Advantage. This role plays a key part in supporting agents through the contracting, certification, and onboarding processes.
Working closely with internal sales teams, healthcare carriers, and agents, this individual ensures a smooth and successful onboarding experience from introduction through first sale. The ideal candidate is highly organized, adaptable, customer-focused, and thrives in a dynamic, fast-paced environment.
Key Responsibilities
- Assist agents with questions related to contracting and certification processes
- Proactively reach out to agents regarding contract status and provide support to ensure completion
- Maintain carrier-specific contracting and certification procedures
- Update and manage agent records in the CRM system
- Track submitted contracts and troubleshoot issues as needed
- Review and update carrier contracting and certification reports
- Support the Sales team with onboarding new agents and agencies
- Identify opportunities to improve processes for growth and scalability
- Guide agents from initial onboarding through their first successful sale
Core Competencies
- Strong organizational skills and exceptional attention to detail
- Excellent written and verbal communication skills
- Commitment to delivering high-level, “white glove” customer service
- Positive, professional, and customer-focused attitude
- Self-motivated with a proactive approach to problem-solving
- Ability to manage multiple priorities in a fast-paced environment
- Strong team player with a collaborative mindset
- Willingness and ability to learn new systems and tools quickly
- Comfortable using Microsoft Office (Excel, Word, Outlook), internet-based systems, and CRM platforms (e.g., SmartOffice)
- Ability to travel to agent and company events as needed
Qualifications
- High School diploma or equivalent required
- Previous administrative, customer service, or insurance-related experience is a plus, but not required
Job Details
- Job Type: Full-time
- Location: Norwell/Rockland, MA area
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.