The Investment Services Relationship Manager plays a pivotal role in driving investment growth and ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
The Investment Services Relationship Manager plays a pivotal role in driving investment growth and ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
Analyze and interpret trends in financial and operational data such as net new assets, revenue and ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
Analyze and interpret trends in financial and operational data such as net new assets, revenue and ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
Positioning IA as a value-add, enterprise-level partner in the annuities marketplace * Aligning ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
Positioning IA as a value-add, enterprise-level partner in the annuities marketplace * Aligning ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
... in KPI development and performance measurement frameworks Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech ...
... in KPI development and performance measurement frameworks Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech ...
Transition Specialist
Urbandale, IA · On-site
With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ... Integrity offers you the opportunity to start a career in a family-like environment that is ...
Transition Specialist
Urbandale, IA · On-site
With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ... Integrity offers you the opportunity to start a career in a family-like environment that is ...
Working for a leader in the insurance industry means opportunity for you. Great American Insurance ... Enjoy the innovative Insurtech world backed by a stable Fortune 500, A+ rated insurance carrier. As ...
Working for a leader in the insurance industry means opportunity for you. Great American Insurance ... Enjoy the innovative Insurtech world backed by a stable Fortune 500, A+ rated insurance carrier. As ...
With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ... Integrity offers you the opportunity to start a career in a family-like environment that is ...
With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ... Integrity offers you the opportunity to start a career in a family-like environment that is ...
Positioning IA as a value-add, enterprise-level partner in the annuities marketplace * Aligning ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
Positioning IA as a value-add, enterprise-level partner in the annuities marketplace * Aligning ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
The following are the primary responsibilities for this role based in Urbandale, IA: * Responsible ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
The following are the primary responsibilities for this role based in Urbandale, IA: * Responsible ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
Director of Operations
Urbandale, IA · On-site
In June of 2021, we partnered with Integrity Marketing Group, the nation's largest independent ... With a strong Insurtech focus, we embrace a broad and innovative approach to serving agents and ...
Director of Operations
Urbandale, IA · On-site
In June of 2021, we partnered with Integrity Marketing Group, the nation's largest independent ... With a strong Insurtech focus, we embrace a broad and innovative approach to serving agents and ...
Systems and Process Trainer
Urbandale, IA · On-site
... in a team environment. 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 ...
Systems and Process Trainer
Urbandale, IA · On-site
... in a team environment. 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 ...
Sales Supervisor
Urbandale, IA · On-site
The following are the primary responsibilities for this role based in Urbandale, IA: * Responsible ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
Sales Supervisor
Urbandale, IA · On-site
The following are the primary responsibilities for this role based in Urbandale, IA: * Responsible ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
Strong proficiency in .NET (C#), including ASP.NET Core, Web APIs, and server-side application ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
Strong proficiency in .NET (C#), including ASP.NET Core, Web APIs, and server-side application ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
Accounting Specialist
Urbandale, IA · On-site
$20 - $27.25/hr
Prepare and process vendor payment runs (check, ACH, wire) in accordance with payment terms and ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
Accounting Specialist
Urbandale, IA · On-site
$20 - $27.25/hr
Prepare and process vendor payment runs (check, ACH, wire) in accordance with payment terms and ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
Deputy CCO
Urbandale, IA · On-site
Deep Regulatory and Technical Expertise Success in this role requires a strong command of U.S ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
Deputy CCO
Urbandale, IA · On-site
Deep Regulatory and Technical Expertise Success in this role requires a strong command of U.S ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
... insurtech company innovating insurance with a singular purpose: to help people protect their life, health and wealth so they can make the most of what life brings. Headquartered in Dallas, Texas ...
... insurtech company innovating insurance with a singular purpose: to help people protect their life, health and wealth so they can make the most of what life brings. Headquartered in Dallas, Texas ...
Strong proficiency in .NET (C#), including ASP.NET Core, Web APIs, and server-side application ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
Strong proficiency in .NET (C#), including ASP.NET Core, Web APIs, and server-side application ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
The following are the primary responsibilities for this role based in Urbandale, IA: * Responsible ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
The following are the primary responsibilities for this role based in Urbandale, IA: * Responsible ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
... in a team environment. 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 ...
... in a team environment. 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 ...
Sales Supervisor
Urbandale, IA · On-site
The following are the primary responsibilities for this role based in Urbandale, IA: * Responsible ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
Sales Supervisor
Urbandale, IA · On-site
The following are the primary responsibilities for this role based in Urbandale, IA: * Responsible ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
In Insurtech information
What are some common challenges faced by professionals working in Insurtech, and how can they be addressed?
What is the difference between In Insurtech vs Insurance Underwriter?
| Aspect | In Insurtech | Insurance Underwriter |
|---|---|---|
| Required Credentials | Typically a degree in business, finance, or technology; certifications like CPCU or ARM are common | Degree in finance, economics, or risk management; professional certifications like CPCU or FCAS often required |
| Work Environment | Tech-driven, innovative startups or digital platforms within insurance companies | Traditional insurance companies, underwriting departments, or brokerage firms |
| Employer & Industry Usage | Primarily in insurtech startups and digital insurance providers | Established insurance companies, underwriting agencies, and brokers |
In Insurtech roles focus on leveraging technology to improve insurance processes, often requiring a background in tech or data analysis. Insurance Underwriters evaluate risks and determine policy terms, typically within traditional insurance firms. While both roles involve risk assessment, In Insurtech emphasizes innovation and digital solutions, whereas Underwriters focus on risk evaluation within established frameworks.
What are insurtech jobs?
What are the key skills and qualifications needed to thrive in an Insurtech role, and why are they important?
Full-time
Posted 12 hours ago
Integrity Marketing Group rating
8.1
Based on 30 frontline employees who took The Breakroom Quiz
10th of 42 rated marketing agency
Job description
You'll act as a strategic guide-helping advisors elevate their practices, optimize client portfolios, and confidently position Integrity Alliance's investment solutions.
Essential Job Functions
Build & Deepen Advisor Relationships
- Proactively engage financial advisors through strategic phone outreach and email communication.
- Serve as a trusted resource-answering planning and product questions, consulting on case design, and guiding advisors through investment strategies.
- Conduct investment analysis, run proposals, and provide insights that help advisors position offerings with confidence and clarity.
Partner with Leading Product Providers
- Maintain strong relationships with mutual fund companies, variable/fixed annuity carriers, TAMPs, and retirement plan providers.
- Gather product intelligence, marketing materials, and selling agreement details to equip advisors with best-in-class resources.
Drive Advisor Engagement & Business Growth
- Develop and deliver targeted in-person and email campaigns designed to grow BD/RIA investment business.
- Collaborate on creating marketing materials, presentations, and sales tools for advisor use in client meetings and day-to-day operations.
Lead Training and Onboarding Support
- Participate in ongoing training programs for new advisors joining Integrity Alliance.
- Maintain and enhance training resources covering investment products, clearing firm technology, and third-party tech platforms.
Deliver Insightful Reporting
- Produce monthly AUM reports, track daily/weekly AUM activity, and highlight new business wins.
- Support leadership with accurate and timely reporting that informs strategic decisions.
Knowledge, Skills & Abilities
- Alignment with and embodiment of our Core Values.
- Outstanding verbal and written communication skills.
- A strong customer-service mindset and passion for advisor success.
- High attention to detail and the ability to excel in a fast-paced, dynamic environment.
- Strong organizational skills with the ability to prioritize multiple initiatives.
Experience & Education
Experience
- Minimum of 3 years in the securities industry with direct experience in a broker-dealer, RIA, or insurance environment.
- Familiarity with multiple clearing platforms (TD Ameritrade, Schwab, Pershing) and Access systems.
Education
- Bachelor's degree and 3-5 years related experience OR 4-6 years relevant industry experience/training.
Licensing
- Series 6/7 and 65/66 preferred; required within 6 months of hire.
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.
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