Sales Operations Advisor (Hybrid) Harrisburg, PA

Sales Operations Advisor (Hybrid)

Ritter Insurance Marketing

Harrisburg, PA

About Ritter Insurance Marketing

Ritter Insurance Marketing, an Integrity company, is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska, Idaho, Arizona, Florida, Maryland, North Carolina and Ohio. More than 280 full-time Ritter employees support the business of over 15,000 independent insurance agents in all 50 states. Its proprietary software development and agent service departments develop and market leading business solutions for insurance agents.

Job Summary

This role serves as a critical link between high-level sales goals and operational compliance. Manages agent and agency contract changes for new and existing agents and facilitates the transition of books-of-business transactions between agents, ensuring accuracy in commission tracking. This role serves as a bridge between strategic sales initiatives and compliant operational daily workflows, and acts as the central point of contact for internal teams and external partners.

Primary Responsibilities:

• Oversees the full lifecycle for all types of agent and agency contract changes.

• Administers the collection and reviewing of documentation to meet compliance requirements.

• Responsible for submitting contract changes and tracking through completion.

• Establish and manage regular check-ins with external partners

• Optimizes tracking and management of large agency contracts as they are onboarded

• Manages all agent-to-agent Book of Business Transfers through completion

• Completes analysis to determine eligibility for policy transfers

• Execute the movement of policies change documentation between sales and operational internal teams

• Working knowledge of carrier processes for Agent-of-Record changes (Book of Business transfers)

• Works collaboratively with internal sales teams and operational departments

Benefits Available

• Medical/Dental/Vision Insurance

• 401(k) Retirement Plan

• Paid Holidays

• PTO

• Community Service PTO

• FSA/HSA

• Life Insurance

• Short-Term and Long-Term Disability

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.

About Us

Based in Harrisburg, PA, Ritter Insurance Marketing is a team of dedicated, hardworking, and fun individuals who are experts in the Senior Life and Health Insurance markets. Over the past few years, we've expanded rapidly, extending our services and products into all 50 states and opening up several satellite offices across the nation. And in the last decade we have increased from five employees to more than 250 employees, and we continue to experience substantial growth each year. At Ritter, we're passionate about providing the highest-quality services and support for our agents while continuing to offer them the newest technology and most up-to-date training to cultivate their businesses. Named one of the Best Places to Work in PA each year from 2014 through 2020 and we pride ourselves on offering our staff many great incentives, including training and development opportunities, the potential for career advancement, a positive work/life balance, and superior benefits for employees and their families.

Our amazing benefit package includes

• Medical insurance offered starting 1st of the month following date of hire. Employer pays majority of employee-only coverage premiums
• Dental and vision insurance offered starting 1st of the month following date of hire. Employer pays 100% of employee-only coverage premiums
• Short-term and long-term disability insurance are paid 100% by Integrity
• Life and AD&D insurance are paid 100% by Integrity
• Voluntary life and AD&D insurance for employee, spouse, and children are available
• 401K plan with company match
• Standard hours are Monday to Thursday from 8:00am - 4:30pm and Friday from 8:00am - 1:00pm. Full Fridays are required during our busy season as needed
• Hybrid schedule offering two work-from-home days each week
• 11 paid holidays
• Casual dress code