Hartford, CT · Remote
$65K - $70K/yr
Full-Time, In-Office (Fully remote is not an option) About Merit Insurance Services MERIT Insurance ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
Hartford, CT · Remote
$65K - $70K/yr
Full-Time, In-Office (Fully remote is not an option) About Merit Insurance Services MERIT Insurance ... With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and ...
| Aspect | Insurtech Remote | Insurance Underwriter |
|---|---|---|
| Required Credentials | Typically a bachelor's degree in business, finance, or related field; certifications like CPCU or AIC are a plus | Bachelor's degree in finance, economics, or related field; professional certifications like CPCU or ARM often preferred |
| Work Environment | Remote, technology-driven, collaborative online platforms | Office-based or remote, analytical and decision-making focused |
| Employer & Industry Usage | Insurtech companies, startups, and digital insurance platforms | Traditional insurance companies, brokers, and underwriting firms |
Insurtech Remote roles focus on leveraging technology to improve insurance processes and are often remote, while Insurance Underwriters evaluate risks for insurance policies, typically working in traditional or hybrid environments. Both roles require similar credentials but differ in work setting and industry focus.
$65K - $70K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 11 days ago
Position:Internal Sales Assistant
Company:Merit Insurance Services, LLC
Location:West Hartford, CT
Employment Type:Full-Time, In-Office (Fully remote is not an option)
About Merit Insurance Services
MERIT Insurance Services, an Integrity company, was founded in West Hartford, Connecticut. This business has been serving Americans since 1957, providing a personal yet professional guide for a variety of insurance needs. As a nationally recognized brokerage agency, MERIT has earned their success and reputation through high quality service, products, and education.
Job Summary
The purpose of the role is to partner with financial advisors to coordinate and expedite Life, Disability, Long-Term Care Insurance, and/or Annuity business for clients. The candidate will have a desire to excel and contribute to the growth and success of the organization. In this role, the candidate will be responsible for building and maintaining strong relationships with agents and brokers who market our products and services. This is a support-driven position where you will work closely with the MERIT Sales and New Business team, handling a variety of tasks essential to the smooth operation of our business. To be successful in this role, you would have gained knowledge of products through prior experience of Life, Disability, Long-Term Care insurance, and/or Annuity, or you were in an administrative or operations role supporting advisors in Life, Disability, Long-Term Care, and/or Annuity.
Primary Responsibilities:
Support Brokerage Sales Representatives with various tasks, such as illustration requests, sending brochures and application packets to agents/brokers, logging prospective opportunities into CRM system
Answer agent/broker questions related to product features, underwriting niches, and application processes
Fulfill literature requests and generate illustrations and quotes for agents and brokers; must have the ability to learn multiple software platforms
Educate agents/brokers on the impact of underwriting requirements including but not limited to medical impairments, financials, foreign guidelines, and contractual requirements
Stay current on insurance carriers' underwriting, product, compliance, and submission requirements; Gain understanding and implement into daily process
Determine impairments and/or risks based on medical, physical, occupational, financial, and/or insurable interest and work with financial advisors to determine appropriate product and illustration specifications
Primary Skills & Requirements:
Minimum of 1 year experience providing administrative or service support to life insurance agents/advisors.
Be proficient in aspects of underwriting and what's required, i.e., reviewing application paperwork, interpreting underwriting requirements, informing agents/brokers on carrier application processes
Can identify, define and explain the various steps in a variety of carrier application processes - traditional or accelerated underwriting, eApplications, Paper Applications
Update, respond to, and initiate activities with sales CRM system to ensure case and client data is current
Navigate inbound calls and respond promptly to emails and other messages
Answer inquiries from agents/brokers to assist with questions on insurance products and how to submit through Merit's application platforms
Can effectively navigate within various databases and manage competing priorities
Ability to work independently and manage multiple tasks and also within a team
Strong organization skills, customer service oriented, high attention to detail in a dynamic environment
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
The general pay scale for this open position is $65,000 -$70,000. Pay for a selected candidate will be determined within the pay scale based on one or more of the following factors: candidate's experience, skill set, education level, and/or location.
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.