Account Executive- The Alison Logan Agency
Goosehead Insurance job in Dallas, TX
About Goosehead Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we're more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners.
Job Summary
The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more.
Principal Duties and Responsibilities
The primary responsibility of an Account Executive is to build a book of business through:
* Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
* Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.
Compensation Summary
The first year's earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President's Club trip.
Experience and Education
* Passing the state licensing exam, once hired
* Legally authorized to work in the United States
Required Skills and Abilities
* Exceptional written and verbal communication
* Experience in a fast-paced work environment
* B2B or B2C sales experience or related college major
* Competitive attitude
* Networking abilities
* Entrepreneurial spirit
* Problem-solving mentality
* Self-motivated, hands on, self-starter mindset that can do the work
* Strong time management
* Strong attention to detail and organization
Benefits Summary
* High quality voluntary health, vision, dental insurance programs
* Paid holidays, vacation, and sick leave
* Benefit offerings vary per agency*
This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner's franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision.
To learn more about our job opportunities, apply here. We look forward to speaking with you!
Auto-ApplySr. Specialist Employee Communications
Dallas, TX job
The Senior Specialist of Employee Communications, reporting to the Senior Director, will serve as a pivotal strategic-minded team member within our People & Culture department will assist in the implementation and execution of internal communication strategies that support transparency and elevate employee engagement. This role will help strengthen a positive workplace culture at Integrity through consistent messaging and the coordination of company initiatives to thousands of team members.
Primary Responsibilities:
Drive strategic communication and content plans, aligning with Integrity's values and business goals.
Oversee the comprehensive communications calendar, ensuring the team stays on schedule, managing all email deployments.
Support the creation of engaging and memorable internal events from ideation to execution, designed to foster a vibrant Integrity culture and drive high employee engagement.
Oversee creative projects with the marketing creative team, from presentation decks and materials to fliers and digital signage, ensuring brand consistency and high-quality execution.
Manage and execute crisis communication strategies, delivering timely, accurate, and empathetic messages during emergencies.
Act as a key problem-solver for the team and organization, proactively support a wide range of projects and challenges that arise to support broader company objectives.
Support the management of internal communication technologies (e.g., Workday, HubSpot, Asana, SharePoint) to streamline workflows and track initiative impact.
Collaborate with the wider Employee Communications team for unified messaging.
Primary Skills & Requirements:
3-5 Years of Experience
Bachelor's degree in Communications, Public Relations, Journalism, or a related field.
Experience in supporting internal or employee communications functions.
Track record of implementing strategic communication plans.
Exceptional written and verbal communication skills, with the ability to tailor messages for various audiences.
Ability to handle multiple projects simultaneously in a fast-paced 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 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.
Auto-ApplyBilingual (English/Spanish) Call Center Team Lead Representative
Addison, TX job
Call Center Team Lead Representative PHP Agency Addison, TX About PHP Agency Founded in 2009, PHP Agency Inc. is a tech-enabled national field marketing organization (FMO) headquartered in Addison, Texas. With over 27,000 licensed agents nationally in 49 states and Puerto Rico, PHP's agents have educated and served over 450,000 American families. PHP partners with leading insurance and annuity carriers and provides part-time or full-time opportunities to those seeking careers as life insurance agents. For more information, visit ****************** PHP is a proud member of the Integrity Family of Companies.
Primary Responsibilities:
* Respond to customer inquiries and concerns with accurate and satisfactory solutions.
* Manage situations with unhappy customers by providing patient assistance and support.
* Reach out to clients and customers to update them about the company's latest products, services, and policies.
* Assist callers in troubleshooting, navigating the company's website, or using the products or services.
* Review and update customer or client accounts with information about billing, shipping, warranties, and other account-related details.
* Work together with other call center staff to enhance customer service.
* Assist in training new employees and educating them about the company's customer management policies.
Primary Skills & Requirements:
* Bilingual, English and Spanish is required
* 1+ year experience in a Call/Contact Center position OR held an administrative position or similar role within the financial services industry (Insurance and Mortgage)
* Excellent communication skills, both written and verbal.
* Superior active listening abilities.
* Exceptional interpersonal skills and the ability to build rapport.
* A patient and empathetic approach.
* Strong organizational and time management skills.
* Ability to adapt and be flexible.
* Comfortable in fast-paced work environments.
* Troubleshooting abilities, either basic or advanced, depending on the role and industry.
* Proficiency in using computers.
* Phone skills, including experience with complex or multi-line phone systems.
* Comprehensive knowledge of the company's products and/or services.
* Expertise in the customer service area they specialize in, such as accounts, sales, technical support, or another area.
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.
Auto-ApplyManager, Master Data Management
Dallas, TX job
The Manager, MDM is responsible for overseeing the development, implementation, and enforcement of master data management policies, procedures, and standards to ensure accuracy, completeness, and consistency across the organization.
MDM Data Structure and Mapping
* Develop, control and monitor the master data requirements and processes.
* Maintain data governance standards ensuring that master data is accurate, consistent, and reliable.
* Review source data processes and transformations to ensure full understanding of the data to be mapped.
Stakeholder Collaboration
* Collaborate with cross-functional teams to communicate the business processes and requirements.
* Monitor changes to IT architecture and processes to understand impacts on data use and quality.
Change Management
* Approve and process requests for master data to be created or changed.
* Audit completed mappings to ensure end to end process success and resulting data is as expected.
Team Management
* Oversee team of mapping specialists to ensure appropriate allocation of resources to align with defined priorities and timelines.
* Develop processes and documentation requirements to support the training of the team as well as verification of mapping decisions.
* Track, monitor and audit team results to ensure consistent quality and identify knowledge gaps.
Communication
* Manage and communicate updates for ongoing MDM collaboration meetings with other departments.
* Ensure alignment with organizational priorities and be able to communicate progress to delivery goals, challenges and opportunities.
* Proactively communicating with stakeholders, providing regular updates on team efforts, results and challenges.
Position Requirements:
* 5+ years' experience in Master Data Management, data governance, data quality, and/or data architecture.
* 2+ years' experience in the Insurance Industry
* Project Management: Experience managing full lifecycle MDM projects, including requirements gathering, implementation, and testing.
* Technical Skills: Demonstratable experience with MDM management platforms, database technologies, data integration tools, and programming languages such as SQL.
* People Management: At least 2 years of experience building and developing teams. Must have experience managing onshore and offshore contract resources.
* Communication Skills: Excellent communication, interpersonal, and leadership skills.
* Leadership Skills: Demonstrated ability to plan and coordinate projects, resources, vendors, and internal resources.
* Training and Coaching: Ability to train and coach team members.
* Technical Aptitude: Strong technical, project management, and analytical skills.
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.
Auto-ApplyOperations Supervisor (Insurance / Financial Services)
Addison, TX job
Manager, New Business
PHP Agency
Addison, TX
About PHP Agency:
PHP is a life insurance field marketing organization, founded in 2009 by visionary entrepreneur Patrick Bet David. PHP, an Integrity partner, partners with leading insurance and annuity carriers to offer a comprehensive basket of insurance products to a diverse client base. PHP provides part-time or full-time opportunities to individuals pursuing careers as life insurance agents. PHP passionately serves people through a field sales force comprised of thousands of licensed agents deployed nationwide in offices they independently own and operate.
Job Summary:
As a Department Manager at PHP Agency, you redefine what excellence looks like. One that sharpens the agent's experience, develops internal talent, and leads with a spirit of unity, accountability, and excellence. Setting the tone for your department, building bridges between systems and people, and representing the voice of the agent in every operational conversation. You don't just manage a team-you set a standard that others will follow.
The New Business Manager oversees all life and annuity case submissions and serves as a key liaison between PHP agents, carrier partners, and underwriting departments. Ensuring every application moves efficiently from submission to placement, maintaining high placement ratios, underwriting speed, while providing white glove customer service. You will manage day-to-day operations, support system enhancements, and coach a growing team of new business case managers and team leads.
Primary Responsibilities:
Leadership & Team Development
Lead and develop Team Leads and new business case managers, building a pipeline of future leaders.
Set clear and hold accountable - KPIs, performance standards, and SLA aligned with PHP's goals and culture.
Conduct 1-on-1 meetings, team huddles, and performance coaching sessions to drive individual growth and team cohesion.
Provide ongoing feedback, mentoring, and coaching to enhance professional development and leadership readiness to both Team Leads & New Business Case Managers
Training & Continuous Improvement
Deliver and oversee training for new hires and existing team members, ensuring mastery of processes, systems, customer service communication while maintaining compliance standards.
Identify ongoing skill gaps and implement development plans to upskill team members.
Conduct consistent quality audits of work and calls to ensure accuracy, consistency, and company standards are met.
Drive a culture of continuous improvement, identifying inefficiencies and implementing solutions to optimize workflows.
Cross Departmental Collaboration
Partner with peer department managers and leadership to ensure seamless support and white glove customer service is provided for PHP agents
Act as the primary cross-functional connector for escalated workflows spanning multiple departments.
Spearhead process alignment, shared service technology improvements, new system process is adopted to enhance operational efficiency.
Escalation Management & Relationship Building
Serve as a trusted escalation partner for Team Leads, carrier partners, and field agents on sensitive or high-impact issues.
Personally manage and resolve high-level or escalated cases involving carrier partners.
Build and maintain trusted relationships with field agents, leadership, carrier partners, and vendors, serving as a reliable voice for transparency, speed, and fairness.
Foster mutually respectful partnerships with external stakeholders to strengthen operational outcomes.
Operational Oversight & Execution
Monitor day-to-day team activities, performance, collaboration, and attitudes, taking corrective action as needed to maintain a high-performance culture.
Delegate tasks and responsibilities effectively, ensuring accountability and timely completion within service-level agreements (SLAs).
Track work queues, turnaround times, and system workloads, implementing plans to meet or exceed performance goal.
Troubleshoot and resolve complex operational issues or escalated calls/cases as necessary.
Lead or participate in special projects and initiatives to drive department-wide improvements.
Reporting & Communication
Keep management informed of personnel issues, operational challenges, and team performance both positive and negative.
Prepare and deliver daily, monthly, quarterly, and annual reports to track productivity, quality, and trends.
Report corrective actions, process adjustments, and performance improvements based on data insights.
Provide regular updates on close-out statuses, and departmental results, performance updates maintaining clear and open communication with leadership.
Primary Skills & Requirements:
3-5 years of experience in life insurance operations or case management.
Proven leadership and cross-department collaboration in a fast-paced, regulated environment.
Ability to mentor teams and maintain alignment with field-driven culture.
Strong systems thinking and familiarity with CRM/ticketing tools.
Familiarity of Microsoft Systems - Word, Excel, PowerPoint, BI Reporting
Analytical mindset with strong reporting and process development skills.
Passion for accuracy, service, and agent enablement.
Experience with life and annuity underwriting and carrier guidelines.
Job Type:
Full-time (Not Remote or WFH)
100% On-Site at Company HQ in Addison Texas 75001
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.
Auto-ApplyEntity Licensing Coordinator, Compliance
Dallas, TX job
Integrity Marketing Group is one of the nation's leading independent distributors of life and health insurance products, with a strong insurtech focus. Integrity's broad and innovative approach is driven by a singular purpose: to help people protect their health and wealth so they can be ready for the good days ahead and make the most of what life brings. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone and online. Integrity's 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.2 million clients annually. For more information, visit ***************************
Why Work Here
Working at Integrity just flat-out rocks. Why? Because we put people first, and we want you to thrive in a career that you love. We're proud of our working environment and culture, where we reward your hard work and support your strong values.
Joining us means being part of a hyper-growth company with boatloads of professional opportunities to those who are ready.
Are you ready?
At Integrity, we start with competitive compensation and just get better from there.
We love celebrating all of your hard work with fun and swag! You can look forward to friendly competition and talent contests that raise money for the winner's charity of choice!
At Integrity, we include benefits that make work life more fun with more peace of mind for you. These benefits include but are not limited to:
Generous PTO and holiday schedule, with extra time off for community service and your birthday
Workplace perks galore: standing desks, subsidized lunches, game room, free snacks and drinks
Multiple health insurance plans to choose from
401(k) with immediately vested employer matching
Integrity-paid HSA contributions for eligible health plans
Employee ownership program after one year, which grants meaningful ownership in Integrity's ongoing success
About the Role
This role is responsible for managing the team's incoming task requests from senior management as well as partner offices. They will allocate the appropriate resources and tasks to maintain service standards. The coordinator will develop and maintain documentation for doing onboarding a new Platform Partner. They will also work with partner offices to fulfill any new or existing license request.
Primary Responsibilities
Manage incoming emails, license requests, SOS updates, registered agent, or other tasks
Work with partner offices and subject matter experts to resolve questions and understand nuances with onboarding new platform partners
Able to provide guidance to team members and partner offices for the appropriate process onboarding and maintaining platform partners licenses
Reach out to 3rd party vendors to discover requirements needed to finalize onboarding or complete annual filings
Send out required documents to partner offices for onboarding; receive and review required documentation; enter and submit documentation to 3rd party vendors
Work with 3rd party vendors to help file and maintain license documentation for all new and existing partner offices
Document and update contact information for each partner office
Required Competencies
Exhibit sound and accurate judgement, includes appropriate people in decision-making process
Convey a friendly, positive attitude while maintaining professionalism at all times
Strong customer service skills to respond promptly to customer needs
Ability to demonstrate accuracy and thoroughness; provide analysis of application to ensure a quality output
Follow policies and procedures, complete administrative tasks correctly and on time, supports organization's goals and values
Use time efficiently and completes work in a timely manner
Maintain confidentiality
Education and Experience
High School diploma
College degree preferred
3+ of administrative experience
3+ of licensing experience
Insurance industry experience preferred
Integrity Marketing Group, 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 Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities.
experience preferred
Auto-ApplySales Technology Adoption Consultant
Dallas, TX job
Do you love turning cutting-edge sales technology into game-changing results? At Integrity, we're transforming life insurance distribution, and we need a Sales Technology Adoption Consultant who can make it happen. In this role, you'll be the bridge between innovation and the field-understanding the real-world needs of agents and agencies, then driving adoption of tools that help them sell smarter, faster, and more efficiently.
You'll partner with Business Unit leaders, IT, Marketing, and Sales to launch and promote Integrity's industry-leading technology solutions. Your mission: make our tools indispensable by ensuring they're embraced, understood, and driving measurable impact. If you thrive at the intersection of sales and technology, have a knack for building buy-in, and love working in a fast-moving, high-growth environment, this is your chance to make a real difference.
Let's talk job responsibilities:
Drive adoption & impact - Promote and champion technology tools tailored to field needs, ensuring awareness, training, and sustained usage among agents and agencies.
Be the voice of the field - Serve as the feedback loop from producers, agencies, and carriers to technology leadership, helping identify gaps and enhancements to maximize user experience.
Collaborate to innovate - Work with IT, Marketing, Sales, and Business Unit leaders to integrate technology into sales strategies that boost productivity and revenue.
Train for results - Deliver compelling, sales-focused training sessions that not only explain features, but show agents how to win with them.
Pitch and persuade - Partner with Sales, Operations, and BUs to present Integrity's technology to Integrity Partner Office groups and downline agencies.
Lead pilots & rollouts - Support technology launches, pilot programs, and enhancements-ensuring smooth implementation and measurable ROI.
Champion CONNECT - Drive widespread adoption of Integrity CONNECT and other high-impact tools.
Manage resources wisely - Oversee budgets with precision, ensuring every dollar drives adoption and results.
Your experience and skills:
Bachelor's degree in business, finance, or related field.
2-5+ years of experience in sales and technology-preferably within life insurance-or demonstrated deep industry knowledge.
Strong grasp of sales workflows and technology requirements for field success.
Thrives in high-growth, fast-paced environments with a bias for action.
Exceptional communication and relationship-building skills across teams and with external partners.
Ability to travel up to 75% of the time.
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.
Auto-ApplyAssociate Counsel, Integrity Wealth
Dallas, TX job
We are looking for an Associate Counsel to serve the Integrity Wealth business division, which is Integrity's rapidly growing wealth management business with over $50 billion in assets under management and advisement. The Associate Counsel of Integrity Wealth will report to the Senior Counsel of Integrity Wealth and will serve as a key transactional and commercial lawyer for the Integrity Wealth portfolio of companies. The individual will be an experienced, proactive and intelligent attorney who will play an important role in negotiating with counterparties on important commercial transactions and prepare transactional documents relating to Integrity Wealth's advisors, clients and advisor and client transitions. The individual will play an important role in the legal strategy of Integrity Wealth and will work very collaboratively with the Integrity Wealth compliance and regulatory teams to ensure transactional, regulatory, compliance and risk and litigation oversight over the Integrity Wealth business division.
There is great opportunity for growth and advancement within Integrity Wealth, and at Integrity as a whole.
Primary Responsibilities
Serve as the Associate Counsel of Integrity Wealth, and play an important commercial and transactional role supporting the Integrity Wealth business division
Work closely with the Integrity Wealth legal team, executive team and the Integrity Wealth compliance team to undertake, manage and execute Integrity Wealth's strategic, corporate and regulatory reorganization
Review and negotiate commercial transactions with important counterparties
Support the Integrity Wealth companies and business development team in the legal aspects of advisor and client transitions
Work collaboratively with important stakeholders within Integrity Wealth and with the Integrity enterprise to ensure that important business objectives are met
Work collaboratively with compliance and regulatory teams to ensure robust internal processes over transactions, compliance and risk management
Oversee and manage external counsel and help to manage and control legal expenses incurred by Integrity Wealth
Manage and coordinate E&O insurance for Integrity Wealth and its financial advisors in collaboration with Integrity's external insurance brokers
Work collaboratively with the broader Integrity Legal team, the Integrity Wealth executive team and the Integrity Wealth compliance team to understand, oversee and manage arbitration, litigation or complaints involving Integrity Wealth
Required Competencies
Strong transactional background in wealth management, asset management or commercial transactions with at least 3-5 years of experience at a law firm or in-house at a company with demonstrated experience
Experience in the financial services industry is a must. Prior experience at an independent RIA, broker-dealer, or law firm representing the aforementioned are strongly preferred
Must have comfortable familiarity with the Advisers Act of 1940, Securities Act of 1933, Investment Company Act of 1940, FINRA Rules, and state security laws (Blue Sky Laws).
Strong drafting, critical thinking and negotiating skills
Must be proactive and confident, with the willingness to “lean in” and provide robust legal advice and direction to the Integrity Wealth business teams
Fast learner, and willingness to learn and tackle whatever comes in through the door related to Integrity Wealth's reorganization, regulatory considerations, commercial transactions, products etc.
Excellent writing and communication skills and the ability to identify, initiate and conclude strategic objectives in a collaborative, team-based “no ego” environment.
Solutions-oriented legal advisor who is willing to “roll up sleeves”, understand the issues and work at solving them independently
Strong intellectual curiosity and have an interest in the independent wealth management industry and desire to cultivate longer-term career and professional development in this space
Service-oriented and good team player
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.
Auto-ApplyGraphic Designer
Addison, TX job
PHP
Addison, TX
About PHP Agency
PHP is a life insurance field marketing organization, founded in 2009 by visionary entrepreneur Patrick Bet David. PHP partners with leading insurance and annuity carriers to offer a comprehensive basket of insurance products to a diverse client base. PHP provides part-time or fulltime opportunities to individuals pursuing careers as life insurance agent. PHP passionately serves people through a field sales force comprised of thousands of licensed agents deployed nationwide in offices they independently own and operate.
PHP's headquarters office is in Addison, Texas (Dallas metroplex). The company was acquired in 2022 and is now a proud part of the Integrity family.
Job Summary
The primary role of the Graphic Designer is to create visually compelling and creative digital content for PHP Agency across various social media platforms. This role involves generating visual concepts, either manually or using computer software, that captivate, inform, and inspire consumers. The Graphic Designer will report directly to the Marketing Communications Manager and collaborate closely with our in-house graphic designers and videographers. The goal is to generate content that enhances customer engagement and boosts brand awareness.
Primary Responsibilities:
Concept Development and Illustration: Develop and illustrate creative concepts by researching relevant information and materials, considering factors such as art arrangement, size, type size, and style.
Art Preparation and Review: Prepare finished art pieces using necessary equipment and software, and review final layouts to suggest improvements when necessary.
Collaboration and Communication: Coordinate with external agencies and internal teams as required, and maintain open communication with management regarding layout and design.
Graphic Creation: Create a diverse range of graphics and layouts for various applications using software like Photoshop, and contribute to team efforts by completing tasks as needed.
Primary Skills & Requirements:
Experience and Industry Knowledge: 2-3 years of experience in a related field, preferably in a corporate environment, with an understanding of marketing, production, website design, corporate identity, product packaging, advertisements, and multimedia design.
Project Management and Time Management: Proficient in managing projects and meeting deadlines, even under tight timeframes, with excellent time management skills.
Communication and Feedback: Strong communication skills with the ability to give and receive constructive feedback.
Technical and Artistic Skills: Demonstrated artistic ability, strong attention to detail, and proficiency in both Mac and PC. Excellent computer skills and expertise in using Adobe Creative Suite: Photoshop, Illustrator, Premier Pro.
Personal Attributes: Consistently punctual, strong analytical skills, high level of creativity and originality, highly adaptable and flexible, high energy and expressiveness, strong teamwork skills, ability to juggle multiple projects, positive, can-do attitude, and takes initiative.
Content Creation: Uses graphic design skills and knowledge of current software to produce graphic art and visual materials, generates images, animations, text, and video, and creates visual concepts to communicate ideas that inspire, inform, and captivate consumers.
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.
Auto-ApplyDirector, Accounting- Corporate
Dallas, TX job
The Director, Accounting - Corporate Functions will serve as the primary finance and accounting partner to our enterprise corporate functions (e.g., HR, Legal, IT, Finance, Communications). This role is responsible for overseeing accounting, reporting, and financial controls related to corporate function activities, ensuring accurate financial results, compliance with GAAP, and alignment with company policies. The Director will partner closely with functional leaders, Finance, and FP&A to provide insight into cost management, budgeting, and strategic decision-making.
Key Responsibilities:
Accounting & Reporting
* Lead the monthly, quarterly, and annual close process for corporate function cost centers, ensuring accurate and timely reporting.
* Prepare and review journal entries, account reconciliations, and variance analyses.
* Ensure compliance with U.S. GAAP, internal controls, and company accounting policies.
* Oversee the accounting and tracking of capital projects and fixed assets.
* Ensure CapEx projects are aligned with budget and strategic priorities, in coordination with FP&A partners.
* Monitor depreciation schedules and asset impairments.
Business Partnership
* Act as the primary accounting liaison to corporate function leadership teams, providing accounting guidance and financial insight.
* Partner with FP&A to support budgeting, forecasting, and cost management for corporate function spend.
* Translate accounting impacts of business decisions into actionable information for leaders.
Controls & Compliance
* Oversee compliance, internal audit coordination, and documentation of key controls related to corporate functions.
* Maintain strong governance around corporate allocations, shared services, and intercompany transactions.
* Support external audit requests and deliverables.
Leadership & Team Development
* Lead and develop a team of accounting professionals, providing coaching, mentorship, and growth opportunities.
* Drive continuous improvement in processes, systems, and controls related to corporate accounting activities.
* Foster collaboration between accounting, finance, and cross-functional partners.
Qualifications
* Bachelor's degree in Accounting, Finance, or related field; CPA strongly preferred.
* 10+ years of progressive accounting experience, including leadership roles.
* Strong knowledge of U.S. GAAP, internal controls, and corporate accounting practices.
* Experience working with large, complex organizations and cross-functional cost centers.
* Proven ability to partner with senior leaders, influence decisions, and communicate complex concepts clearly.
* Experience with ERP systems (SAP, Oracle, Workday, or similar) preferred.
* Strong analytical, organizational, and problem-solving skills.
* Strategic thinker who can connect accounting requirements to business objectives.
* Strong interpersonal skills with the ability to build trust and credibility across functions.
* Hands-on leader who balances detail orientation with big-picture perspective.
* Continuous improvement mindset, with the ability to drive efficiency and effectiveness.
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.
Auto-ApplyCommissions Processor
Addison, TX job
PHP Agency Addison, TX About PHP PHP is a life insurance field marketing organization, founded in 2009 by visionary entrepreneur Patrick Bet David. PHP partners with leading insurance and annuity carriers to offer a comprehensive basket of insurance products to a diverse client base. PHP provides part-time or fulltime opportunities to individuals pursuing careers as life insurance agent. PHP passionately serves people through a field sales force comprised of thousands of licensed agents deployed nationwide in offices they independently own and operate.
PHP's headquarters office is in Addison, Texas (Dallas metroplex). The company was acquired in 2022 and is now a proud part of the Integrity family.
Job Summary
This position is responsible for data entry, research and calculate monthly, quarterly, and annual commissions from various insurance carriers to be distributed to our dedicated servicing agents. The Commissions Processor is focused on ensuring accuracy, timely completion, and the highest level of customer service to our internal and external clients.
Primary Responsibilities:
* Reconcile and resolve discrepancies in revenue assignments and commission pay
* Handles research tasks and error resolution, communicates with our field agents and internal departments to resolve problems
* Ensure adequate troubleshooting and resolution during high-volume periods
* Process field agents commission payments using a third-party payroll system to ensure timely pay
* Assist field agents via phone/email with commission related inquiries as necessary and provide outstanding customer service
* Additional duties as required by business needs
Primary Skills & Requirements:
* 1+ year in a customer-centric business environment
* Associate or bachelor's Degree a plus
* Excellent Customer Service and communication skills required (both written and oral)
* Detail oriented and excellent time management
* Skillful in using the following programs including, but not limited to: Microsoft Office programs such as Excel, Word, and Outlook.
* Ability to learn internal CRM and external life insurance-related applications.
* Solid MS Excel knowledge and working with large amounts of data
* Excellent math aptitude and organizational skills required
* 1099 Independent Contractor payroll experience a plus but not required
* Previous experience with commissions a plus
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.
Auto-ApplyAssociate Commissions Accounting Analyst
Dallas, TX job
Serve our Integrity Businesses by accurate and timeline process Carrier Commission Statement to produce commission payments to our agents and advisors. Responsibilities * Identify carrier statements that are ready for commission processing from the business unit team, lead or manager.
* Identify contracting errors and provide reporting to the contracting team to resolve errors.
* Review errors/ exceptions and work with Service Team and BU team to resolve.
* Review calculations to identify unusual transactions, discuss with lead or manager to develop action plan.
* Finalize commission batches for approval.
* Follow up on any incomplete transactions or batches.
Position Requirements (Knowledge, Skills, and Abilities)
* Will develop expertise in the IntegrityCONNECT system/ data driven processes and manual/people processes to complete the processing of commission statements for payment.
* Understanding of accounting processes that may include payables, payroll or bookkeeping.
* Skilled in use analytical techniques in calculating amounts, researching issues and identifying variances.
* Skilled in creating professional written and verbal responses to business unit teams and payees
* Demonstrate advanced excel user skills and apply them to generate appropriate/ required outcomes.
* Ability to demonstrate Time Management and Organization to juggle multiple clients, or research requests.
* Ability to use Analytical and Critical Thinking skills to respond to and anticipate calculation and commission statement processing questions and error / exception messaging.
* Ability to Organize and Track assigned files and track all follow up items to timely resolution.
* Ability to demonstrate Attention to Detail in identifying discrepancies and ensuring accuracy in tasks.
Experience
* Entry level bookkeeping or accounting transactional processes including accounts payable, commission calculations or reconciliation experience preferred.
* Insurance or financial services experience preferred.
* Hands-on customer or client service experience.
* Formal written client support including emails and reporting.
Education
* High School Diploma or GED required.
* Bachelor's degree in finance, business administration, accounting or mathematics preferred.
Integrity is an omnichannel insurtech company innovating insurance with a singular purpose: making insurance simpler and more human, so everyone can plan for the good days ahead! With billions in funding from HGGC, Harvest Partner, SilverLake, we leverage techniques that include predictive modeling, custom dynamic dashboards, next- best-action and behavior triggers, as well as other cutting-edge methods like natural language processing (NLP) to inform decision-making and streamline processes.
Integrity has experienced significant growth in the past three years, increasing earnings more than 800%. We are an employee owned company, and are also incredibly proud of our women in leadership, from our C-Suite executives to our managing partners and more (women also make up 63% of our workforce!) We recognize the importance of having equal representation throughout our organization - and that starts at the top!
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.
Auto-ApplyLead Business Intelligence Developer
Dallas, TX job
We are looking for a highly skilled and experienced Business Intelligence Developer to join our Business Intelligence & Analytics team. You will play a critical role in shaping Integrity's enterprise reporting capabilities by building scalable and performant Power BI solutions. You will drive the design, development, and implementation of enterprise reporting architecture, acting as a hands-on technical expert, business partner, and mentor to junior analysts.
Primary Responsibilities:
* Collaborate with stakeholders to understand reporting requirements and translate them into effective BI solutions.
* Architect, implement, and optimize semantic data models for scalable enterprise Business Intelligence reporting.
* Develop and optimize DAX calculations and measures for insightful analytics.
* Incorporate proven methods for governing Power BI solutions including the use of a business glossary, standard KPI, business definitions, etc.
* Develop optimized Power BI reports and dashboards that deliver actionable business insights.
* Define and enforce best practices for data modeling, governance, security (Row-Level Security), and performance tuning.
* Manage and administer Power BI workspaces, including access control, content organization, and security settings.
* Provide architectural leadership and mentorship to Business Intelligence developers and data analysts.
Required Skills and Experience:
* Bachelor's degree in Computer Science, Data Science, Business Analytics, or related fields (or equivalent experience)
* 7+ years of experience in data analytics and BI architecture roles, including at least 3 years of hands-on experience with Power BI as an enterprise platform.
* Deep expertise in Microsoft Power BI including DAX, Power Query, and advanced SQL.
* Proven ability to design, develop, and optimize data models for large datasets and complex reporting needs.
* Proficient in working with the Snowflake data platform as the primary source for ingestion, ensuring the design and implementation of scalable semantic layers.
Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to sponsor or take over sponsorship of employment visas at this time.
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.
Auto-ApplySenior Manager, Data Analytics
Dallas, TX job
We are seeking a strategic and hands-on Senior Manager, Data Analytics to join our Business Intelligence & Analytics team. This role is ideal for a highly analytical leader who thrives in a cross-functional environment and is passionate about driving data-informed decision-making across the organization.
The ideal candidate has successfully led high-achieving analytics teams and consistently delivered clear, precise, and strategically impactful insights to senior leadership. In this role, you will play a critical part in shaping the analytics function at Integrity-unlocking deeper insights that drive growth and operational excellence across the organization.
Let's talk job responsibilities:
* Partner with teams across the organization to identify analytics opportunities and implement solutions that enhance decision-making.
* Become an expert of business operations, goals, and challenges to ensure data analysis is aligned with business priorities.
* Operationalize analytics, moving projects from ideation, prioritization to production.
* Define and implement analytics ecosystem, including intake, standards, tools, and training programs to support team growth and onboarding.
* Manage and grow the high-performing analytics team.
* Lead and mentor a team of data analysts and data scientists, fostering a culture of excellence, innovation, and continuous improvement.
* Present findings and recommendations to senior leadership in a polished, professional format that supports strategic planning and operational execution.
* Collaborate with IT to ensure data availability, integrity, and scalability to support evolving analytics needs.
* Work closely with the Business Intelligence team to enhance the Power BI platform for enterprise-wide reporting.
* Solve complex business problems by analyzing data while considering operational constraints and process limitations.
* Develop, validate, and implement predictive models and algorithms to provide insights, predictions, or recommendations that inform daily business decisions and operations.
* Work closely with data scientists and technical teams to build production-ready analytics solutions.
* Translate business questions into statistical problems and design appropriate analytical approaches.
* Supports the Director of Data and Analytics to develop a strategy for growth in the areas of data analytics.
Your experience and skills:
* Minimum 5 years of experience leading analytics functions, including team management and strategic oversight.
* At least 10 years of hands-on experience in data analytics and data science, or a closely related field.
* Proficiency in SQL for querying and analyzing large, complex datasets. Experience with Snowflake a plus.
* Strong experience with Python (3+ years), including AI/ML model development using libraries such as Pandas, NumPy, and Scikit-learn.
* Working knowledge of business intelligence tools such as Power BI and Tableau.
* Demonstrated ability to solve complex problems and answer strategic questions using data.
* Proven capability to communicate technical concepts clearly to both technical and non-technical audiences.
* Experience in gathering, organizing, and analyzing large volumes of structured and unstructured data to support business decisions.
* Proven ability to communicate technical information to non-technical team members
Education
* Bachelor's degree in computer science, Statistics, Mathematics, or a related quantitative field.
* Master's or Ph.D. preferred.
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.
Auto-ApplyNew Business Coordinator (Insurance)
Addison, TX job
About PHP
PHP is a life insurance field marketing organization, founded in 2009 by visionary entrepreneur Patrick Bet David. PHP partners with leading insurance and annuity carriers to offer a comprehensive basket of insurance products to a diverse client base. PHP provides part-time or fulltime opportunities to individuals pursuing careers as life insurance agent. PHP passionately serves people through a field sales force comprised of thousands of licensed agents deployed nationwide in offices they independently own and operate.
PHP's headquarters office is in Addison, Texas (Dallas metroplex). The company was acquired in 2022 and is now a proud part of the Integrity family.
Job Summary
PHP is seeking a detail-oriented and motivated individual to join our dynamic team as a New Business Coordinator. In this role, you will play a crucial part in ensuring the smooth and accurate processing of life insurance applications while supporting our network of nearly 20,000 licensed agents. Working closely with agents and insurance carriers, you will help drive our mission of serving diverse, middle-class clients by verifying application data, identifying and resolving missing information, and submitting required paperwork efficiently. If you're looking for a fast-paced environment where your problem-solving skills, attention to detail, and customer service expertise can shine, this is the perfect opportunity to grow within a leading field marketing organization (FMO) in the life insurance industry.
Primary Responsibilities:
Analyze and process incoming life insurance applications, ensuring accuracy and completeness.
Communicate with life insurance agents or their staff via email or telephone to follow up on missing requirements or clarify information.
Enter data into proprietary home office systems.
Submit life insurance applications or contracting paperwork to the appropriate carriers through various delivery systems.
Calculate recognition points earned from life insurance applications.
Primary Skills & Requirements:
Language Skills: Bilingual in English/Spanish is preferred for this role.
Experience: 1-2 years in a processing role, meeting daily production goals and quality metrics.
Quick Learner: Ability to grasp new concepts quickly.
Organized and Motivated: Self-starter with a high level of motivation.
Reliable: Dependable and coachable with a positive, can-do attitude.
Adaptable: Comfortable working in a fast-paced environment.
Accountable: Takes ownership, drives a sense of urgency, and is highly detail oriented.
Problem-Solving Skills: Good problem-solving and analytical skills, with a familiarity with basic math.
Interpersonal Skills: Excellent interpersonal skills; able to build strong relationships within the home office, and with independent insurance sales agents and their staff.
Customer Service Skills: Good customer service skills, with the ability to work with different personality types and styles, in person or by phone.
Communication Skills: Excellent written and oral communication skills (in person, email, and telephone).
Computer Skills: Proficient in Outlook, Excel, Word, and able to type a minimum of 50 words per minute.
Preferred Experience: Experience with a workflow system and in the insurance industry is a plus.
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.
Auto-ApplyIT Systems Administrator
Carrollton, TX job
Who We Are As one of the largest independent agencies in Texas, we're proud to be known for our exceptional, values-based culture and are consistently recognized as one of the best places to work. We believe this serves as a reflection of our excellent client service, our philanthropic efforts, focus on employee well-being, sound financial management, and a bright prospect for the future.
Role Summary
The IT Systems Administrator is responsible for the administration, configuration, and maintenance of enterprise systems and platforms including Salesforce, Power BI, Applied Epic, and Microsoft Shared Services. This role ensures that applications, users, data, and integrations operate smoothly, securely, and efficiently to support a 200+ employee organization.
The ideal candidate combines strong systems administration experience with the ability to support business processes, automate workflows, and enhance cross-platform integrations that drive innovation and growth.
Key Responsibilities
Systems Administration & Support
Administer, configure, and maintain Salesforce, Power BI, Applied Epic, Microsoft 365, and Active Directory environments.
Manage user accounts, permissions, security roles, and data access.
Monitor system performance, troubleshoot issues, and support end-users as needed.
Ensure documentation of system configurations, workflows, and procedures is accurate and updated.
Platform Configuration & Optimization
Customize application features, dashboards, and workflow automations to improve system performance and user efficiency.
Develop and maintain reports and dashboards in Salesforce and Power BI to support business analytics.
Support system integrations and data flows between platforms, ensuring consistency and reliability.
Collaborate with IT leadership and business teams to identify opportunities for process automation and improvements.
Maintenance & Upgrades
Plan and implement system patches, upgrades, and enhancements across supported platforms.
Coordinate change management, testing, and user communications for system updates.
Maintain high system availability through proactive monitoring and issue resolution.
Security & Compliance
Administer and enforce identity and access policies in Active Directory/Azure AD.
Maintain data protection standards across all systems in alignment with regulatory requirements.
Support backup, disaster recovery, and business continuity planning.
Collaboration & Support
Provide Tier 2/3 escalation support in partnership with IT service desk and engineering resources.
Participate in project planning, deployment, and cross-functional initiatives.
Train users to improve adoption, understanding, and effective use of technology systems.
Work closely with vendors and partners to resolve issues, implement enhancements, and ensure service quality.
Soft Skills
Strong analytical, problem-solving, and troubleshooting abilities.
Excellent communication skills with both technical and non-technical stakeholders.
Highly organized with strong attention to detail.
Ability to work independently and as part of a cross-functional team in a fast-paced environment.
Qualifications
Bachelor's degree in Information Systems, Computer Science, or related field; or equivalent work experience.
3+ years of experience in systems administration or IT support in a mid-size corporate environment.
Experience in the insurance industry or financial services preferred.
Working knowledge of Active Directory / Azure AD, Group Policy, and identity management practices.
Hands-on experience with one or more of the following systems:
Salesforce (administration, flows, configuration)
Power BI (reports, dashboards, data models)
Applied Epic (configuration, user administration)
Microsoft 365 / Shared Services including Teams, SharePoint, Exchange
Understanding of API connections, data integrations, and scripting preferred.
Familiarity with security standards, backup processes, and change control.
What You Will Experience
Competitive compensation package
Professional development track to support career growth
Generous time-off allowance, as well as major holidays
Comprehensive benefit selection, including company 401(k) match
Gym membership reimbursement
Support for work/life integration, with hybrid work options available after 6 months. Role can be located in Dallas or Houston.
Hotchkiss is an EOE and drug-free workplace. All applicants must be authorized to work in and currently reside in the United States.
NO AGENCIES OR 3RD PARTY INQUIRIES
Auto-ApplyTreasury Manager
Dallas, TX job
Integrity Marketing Group is one of the nation's leading independent distributors of life and health insurance products, with a strong insurtech focus. Integrity's broad and innovative approach is driven by a singular purpose: to help people protect their health and wealth so they can be ready for the good days ahead and make the most of what life brings. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone and online. Integrity's 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.2 million clients annually. For more information, visit **************************
Why Work Here
Joining us means being part of a hyper-growth company with all kinds of professional opportunities for those who are ready.
Are you ready?
At Integrity, we start with competitive compensation and just get better from there.
We love celebrating all your hard work with fun and swag - and we love giving back! You can look forward to friendly competitions and contests, as well as activities that help raise money for charities in the communities we serve.
At Integrity, we include benefits that make work-life more fun with more peace of mind for you. These benefits include but are not limited to:
Generous PTO and holiday schedule, with extra time off for community service and your birthday
Multiple health insurance plans to choose from
401(k) with immediately vested employer matching
Integrity-paid HSA contributions for eligible health plans
Employee ownership program which grants meaningful ownership in Integrity's ongoing success
Workplace perks galore: standing desks, game rooms, subsidized lunches, free parking, and free snacks and drinks
Job Summary
Our Treasury Manager is expected to have a thorough understanding of our company's consolidated cash position. They will also help drive cash forecasting and cash planning. You are expected to be able to answer, guide, and develop your team when their inquiries arise, but also to understand when it is important to escalate questions/discussion points upwards. We are also looking for a “customer service” mindset, that will work with both internal customers (treasury team, integration team, and the accounting team), along with our “external” customers (our partners).
Position Responsibilities
Cash analysis - have a strong understanding of the company's current cash position (via weekly cash file), as well as the projected cash position (via cash forecast file).
Drive the treasury integration for our new partners (create a new Chase account, cash consolidation efforts, etc.).
Leader during the Kyriba implementation. After go-live, be a Kyriba champion.
Review wires on a timely basis.
Work with all internal team members (integration team, accounting and finance), as well as develop and train all treasury team members.
Keep timely 1099 records throughout the year (at least quarterly).
Lead liaison with our main banking partners at JP Morgan Chase, as well as system admin for our online banking portal.
Oversee, review, and lead the commission payment process via Chase.
Process deposits and release Positive Pay files, as well as addressing ACH exceptions.
Ensure that treasury functions/processes have current and thorough documentation, while also identifying potential ways to automate and improve the treasury process.
Ensure compliance with internal controls.
Position Requirements
Bachelor's Degree, preferably in Finance or Accounting.
Experience in cash and banking functions (having review experience in a supervisory role is a plus), pairing that with accounting experience is a plus.
Working knowledge of ACH, Fed Wire, Debit, and Credit transactions.
Experience with Kyriba is a plus, but not required.
Expertise in excel (high speed report customization, VLOOKUP, pivot tables, formula etc.).
Strong communication skills, both written and oral.
Understanding of finance and operational controls.
Strong work ethic, can work independently effectively, but also work collaboratively when needed.
Ability to prioritize and execute upon aggressive goals, objectives, and action items.
Flexible in adapting to changing environments.
Possess an upbeat, positive, and enthusiastic attitude.
Integrity Marketing Group, 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 Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyDirector of Events
Addison, TX job
PHP Agency, Inc.
Addison, TX
PHP Agency Inc., “PHP,” is seeking a Director of Events to join our Dallas-based HQ team. PHP is a life insurance field marketing organization, founded in 2009. Our CEO is entrepreneur Patrick Bet David. PHP partners with leading insurance and annuity carriers to offer a comprehensive basket of insurance products to a diverse client base. PHP passionately serves people through a field sales force with over 20,000 licensed agents. PHP headquarters offices are in Addison, Texas (Dallas metroplex).
Job Summary
This position gives the opportunity to support and coordinate small and large meeting and conferences for a fast-paced Financial Services Company. A successful event coordinator ensures event-related tasks are delivered in a professional manner in accordance with organizational goals. If you are creative, energetic, and passionate about event planning please send your contact information and resume.
Primary Responsibilities:
Oversee and facilitate all aspects of meeting planning from site selection, vendor negotiation, event registration, marketing, onsite staffing, and post-event reporting
Work on multiple national meetings, both small and large-scale conferences and events simultaneously
Work with Supervisor on digital management of contracts, speaker bios, session descriptions, handouts, requests for proposals (RFPs), etc.
Create and send event marketing communications via email, web, print
Send and track correspondence with speakers and sponsors/exhibitors
Coordinate creation of event agenda
Organize and manage event registration platform pre/during/post event
Project manage deliverables with all team members to help ensure deadlines are met
Prepare banquet event order (BEO) information with event venues
Coordinate travel, lodging and expenses for participants traveling to meetings
Create and manage budgets and collection of registration, sponsorship income and exhibit fees
Work directly with registrants on problems and inquiries, providing excellent customer service
Develop and maintain solid relationships with exhibitors/sponsors
Coordinate with marketing team on event materials and signage
Oversee meeting preparation, supplies ordering and packing/shipping of event materials
Coordinate with events and recognition teams to source and organize event recognition
Staff events (internal and external resources) and manage onsite event registration; includes occasional travel to regional and national meetings requiring flexibility in schedule
Data entry and daily administrative functions
Create invoices and receipts as requested, track expenses for event budget reconciliation
Create and analyze online evaluations/surveys and prepare post-event reports
Other duties related as assigned by the Supervisor/Executive Team
Primary Skills & Requirements:
Innovative and resourceful; actively seeks opportunities to improve meetings and events
Experienced at negotiating and building partnerships with vendors
Exceptional client service skills and enjoys working with the public
Strong time management skills and ability to manage concurrent tasks efficiently
Superior attention to detail; first class organizational skills
High energy, positive, professional attitude, pride in work product
Strong computer skills to include Microsoft Office and experience using cloud-based project management tools
Basic web design experience and/or knowledge of HTML
Excellent written and verbal communication skills
Great team member: willing to roll up your sleeves and pitch in to help your colleagues when needed
Certified Meeting Planner (CMP) a plus, but not required
Salaried Full Time Position
Minimum completion of a bachelor's degree
Minimum 3 years event/meeting coordination experience required
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.
Auto-ApplyCompliance Director
Dallas, TX job
About Copeland Founded in 1962, Copeland Insurance Group is national Field Marketing Organization (FMO) focused on serving senior Americans with their life and health insurance needs and is a leader in providing quality service to agencies and independent agents. As part of Integrity, LLC, Copeland offers a suite of proprietary, innovative omnichannel solutions, empowering their agents and agencies with the best technology in the industry.
Position Summary
We are looking for a Compliance Director to support the organization's Health and Life & Annuities insurance sales activities. This individual will play a critical role in ensuring all insurance marketing and sales activities adhere to federal and state regulations, particularly those set forth by the Centers for Medicare & Medicaid Services (CMS) and state Departments of Insurance, as well as the requirements of the insurance providers whose products we sell. This candidate should be knowledgeable of the various marketing and enrollment periods relative to compliance. This role directly supports the CEO of Copeland Insurance Group and the Chief Compliance Officer of Integrity Health and is responsible for day-to-day compliance operations at Copeland, including agent training, auditing, material reviews, and reporting. A key focus is the oversight of downline agents to ensure regulatory adherence across all field operations. The person should have a general understanding of federal and state regulations related to the marketing and advertising of health and life insurance products, including Medicare, Medicare Advantage, Medicare Supplement, Prescription Drug Plans, Affordable Care Act (ACA), Final Expense, and other ancillary products. This position will collaborate with members of the Integrity Compliance and Enterprise Risk Management (ERM) teams to align with overall enterprise-wide strategies and objectives.
Primary Responsibilities
* Proactively monitor and report on the compliance activities of downline agents, including sales practices, event compliance, lead and referral generation, call monitoring, and other oversight activities as required
* Provide compliance updates to downline agents related to regulatory or carrier guidance and/or changes
* Support agents/agencies with compliance review of communications materials
* Collaborate with insurance carriers for successful agent complaint tracking, agent coaching, audits, HIPAA risk assessments, and corrective action plans
* Participate in monthly carrier compliance calls and provide reports on compliance monitoring activities and metrics
* In conjunction with Integrity Compliance, review marketing and communications materials for compliance, including consumer-facing and agent-facing materials
* Submit required marketing materials to carriers for approval
* File required marketing materials to the CMS Health Plan Management System (HPMS) and ensure adherence to filing and usage rules
* In conjunction with Integrity, ensure compliance at all Copeland offices including the completion of required training, policy management, adherence to Do Not Call registries, OIG/SAM exclusion screenings, issue reporting, and other tasks as required
* In conjunction with Integrity Legal, manage Business Associate Agreements (BAA) with applicable vendors
* Attendance at virtual Integrity Health and Life Council meetings
* Participation in and completion of annual Compliance Officer summit and annual Spring Training
* Work within the Integrity governance, risk, and compliance (GRC) platform to complete various privacy and IT risk assessments and related risk mitigation plans.
* Stay advised regarding relevant regulatory updates
* Collaborate with Integrity ERM team to mitigate risks for Copeland Insurance Group
* Collaborate effectively with management of Copeland, Integrity Health and Life segments, and other Integrity business unit compliance officers for assigned compliance initiatives and to achieve strategic objectives
* Travel monthly to Copeland offices for onsite compliance reviews
Required Competencies
* Thorough understanding of CMS guidelines and regulatory requirements for the sales and marketing of Medicare Advantage, Part D, MedSupp, ACA, End of Life plans, and other ancillary products
* Proven record of managing agent compliance, marketing reviews, and regulatory audits
* Ability to assess agent behavior and audit findings for compliance risks
* Strong written and verbal communication skills to train agents, report findings, and collaborate across departments and with carrier partners with the highest standards of professionalism and integrity
* Comfortable using technology platforms for compliance tracking, audit tools, and CMS submissions
* Ability to establish productive, trusting working relationships with individuals and teams both inside and outside the organization
* Excellent time management, records management, and attention to detail
Education and Experience
* Bachelor's business degree in a related field preferred
* Minimum of 5 years of experience in Medicare compliance, preferably within a field marketing organization
* Professional certifications such as CHC (Certified Healthcare Compliance), PMP (Project Management Professional) or similar are highly desirable
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.
Auto-ApplySenior Data Analyst
Dallas, TX job
Why Work Here
Working at Integrity flat-out rocks. Why? Because we put people first - and we want you to thrive in a career that you love. We're proud of our working environment and culture, where we reward your hard work and support your strong values.
Joining us means being part of a hyper-growth company with all kinds of professional opportunities for those who are ready.
Are you ready?
At Integrity, we start with competitive compensation and just get better from there.
We love celebrating all your hard work with fun and swag - and we love giving back! You can look forward to friendly competitions and contests, as well as activities that help raise money for charities in the communities we serve.
At Integrity, we include benefits that make work-life more fun with more peace of mind for you. These benefits include but are not limited to:
Generous PTO and holiday schedule, with extra time off for community service and your birthday
Multiple health insurance plans to choose from
401(k) with immediately vested employer matching
Integrity-paid HSA contributions for eligible health plans
Employee ownership program after one year, which grants meaningful ownership in Integrity's ongoing success
Job Description
As a Senior Data Analyst on the Sales Operations team, you will be a key component to meeting overall business data and reporting objectives. This role will manage day-to-day ad-hoc requests and research data issues. Desire to learn quantitative and qualitative analysis skills are required to be successful. With Integrity's rapid growth, the duties for this role are continuously expanding with an abundance of upward growth opportunities.
Responsibilities
Assist with data extraction, manipulation, and transformation based on requirements from stakeholders.
Aggregate and provide quality assurance of data provided by various business units in support of centralizing data to the Data Warehouse.
Validate, research, and prepare complex and large volumes of data using a variety of tools, tactics, and mechanisms.
Aggregate and provide quality assurance of data provided by various business units in support of centralizing data to the Data Warehouse.
Research data based on pre-defined methodologies and make recommendations for corrections and improvements.
Summarize, document, and present analysis findings.
Manage project assumptions, risks, issues, and dependencies.
Project management of multiple ongoing activities including coordination of IT and internal team resources.
Meet deadlines with accurate results in a fast-paced environment.
Experience and Skills
Minimum of 6 years of experience in data analysis, validation, or a similar role.
Expert user of Microsoft Excel.
Advanced user of data visualization tools, such as Power BI and Tableau.
Experience utilizing project management tools, such as Smartsheet, Asana, JIRA
Experience with SQL required.
Experience with Azure and/or Snowflake required.
Experience with Alteryx preferred but not required.
Background in Health & Life Insurance sales is preferred but not required.
Willing to work with a team of diverse backgrounds and skillsets in a collaborative environment.
Highly motivated problem solver with the ability to think critically.
Self-starter with an innate curiosity and drive to understand data.
Integrity Marketing Group, 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 Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities.
Auto-Apply