Account Executive — Client & Operations Support

About Agent Pipeline

Founded in 1988, Agent Pipeline is a West Virginia-based insurance marketing organization (IMO) and one of the most successful in the United States. With a vast network of proud employees and satisfied customers, Agent Pipeline distributes a comprehensive mix of life and health insurance products and is a recognized market leader in Medicare Advantage, Medicare Supplement, individual health plans, Prescription Drug Plans, and Final Expense markets.

Agent Pipeline, an Integrity company, is based in St. Albans, West Virginia.

The Account Executive I role is responsible for supporting Core and Key Accounts by providing high-level, proactive support. This position is designed for individuals who have 1–3 years of prior experience building relationships, managing daily interactions, and resolving escalated issues. The role will quarterback and delegate agent support tasks and coordinate communication between accounts, internal departments, and carriers. It is part of the Agent Services Division, which is responsible for providing exceptional back‑office support to our agents and agencies.

• Resolve issues and make decisions within their specialization or responsibility while working alongside senior team members, gaining confidence with independent judgment decision‑making skills.
• Learn and perform routine tasks accurately and efficiently.
• Assist with building agent relationships, learn about the industry, and demonstrate a strong desire to provide high-level support to Core and Key Accounts and the assigned marketer.
• Act as a liaison between internal departments, providing a central point of contact for Core and Key Accounts.
• Prioritize work, meet deadlines, and notify leadership if assistance is needed.
• Collaborate closely and communicate effectively with the leadership team, marketers, internal departments, agents, and carriers regarding Core and Key Accounts.
• Ensure Integrity
  
  CONNECT is updated with detailed notes.
• Anticipate and communicate with leadership any ongoing or potential issues or concerns with Core and Key Accounts.
• Work to resolve escalated issues for Core and Key Accounts, maintain proactive and open lines of communication with accounts, and ask for assistance as needed.
• Promptly notify management of issues with commissions, contracting, hierarchy, and other items that may impact the overall delivery of expected support level.
• Critically think through situations and aim to provide first response closure whenever possible, provide accurate responses, and follow through to ensure full resolution.
• Address requests within a timely manner (same day if before 4pm).
• Return phone calls within 24 hours of being received.
• Work with Leadership to arrange coverage and create a game plan to ensure accounts are still supported when out of the office.
• Attend regular in‑person and conference call planning meetings.
• Participate in scheduled calls with Core and Key Accounts when needed.
• Maintain a positive, helpful and professional manner at all times.
• Follow all departmental and company policies and procedures.

• Exhibit sound and accurate judgment, including appropriate people in decision-making processes.
• Convey a friendly, positive attitude while maintaining professionalism; remain composed during high-pressure and challenging situations.
• Have strong customer service skills to support internal teams and departments.
• Demonstrate accuracy and thoroughness.
• Follow departmental policies and procedures, complete administrative tasks correctly and on time, and support the organization’s goals and values.
• Use time efficiently and complete work in a timely manner.
• Maintain confidentiality.
• Be adaptable to handle shifting priorities and new processes in a dynamic environment.
• Manage multiple projects while maintaining quality.
• Hold a High School Diploma.
• Have 1–3 years of administrative experience.
• Be familiar with basic computer functions.
• Have a previous track record of de‑escalation skills.
• Have experience building external relationships.

Integrity is one of the nation’s leading independent distributors of life, health and wealth…