Sales Operations Advisor

Sales Operation Advisor

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

• Additional responsibilities as assigned by supervisor or manager.

Primary Skills & Requirements:

• High School Diploma or equivalent.             

• Basic understanding of insurance and agent relationship.

• Knowledge of Marketing and New Business operations and procedures.

• Working knowledge of Sales Department resources and ability to recall commonly used industry processes.

• Strong working knowledge of the Ritter Platform.

• Strong knowledge of all products in assigned region.

• No experience necessary. Abilities generally acquired on the job in 6 months. 

• Good communication skills, especially written communication.

• Good computer and typing skills.

• Good customer service skills.

• Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone.

• Proficient in Microsoft Suite such as Outlook, Excel, Word, etc.

• Strong organization skills

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.