Broker Relations Representative
Broker Relations Representative
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Job Description
Broker Relations Representative I
Applied General Agency
Location: Anaheim CA
About Applied General Agency
Applied General Agency was founded by Patrick Rodriguez in 1993. Headquartered in Anaheim California AGA has become one of the largest Medicarefocused independent marketing organizations in the nation. AGA was created with the intention of providing unparalleled value to overworked agents who had more obligations than time. With the support of a full backoffice team AGA has the vision and tools to make quality agents even more successful. AGA has grown to support close to 10000 agents in serving the needs of half a million Americans nationwide. For more information visit .
Applied General Agency was founded by Patrick Rodriguez in 1993. Headquartered in Anaheim California AGA has become one of the largest Medicarefocused independent marketing organizations in the nation. AGA was created with the intention of providing unparalleled value to overworked agents who had more obligations than time. With the support of a full backoffice team AGA has the vision and tools to make quality agents even more successful. AGA has grown to support close to 10000 agents in serving the needs of half a million Americans nationwide and is a proud member of the Integrity Family of Companies. For more information visit .
Job Summary: A Broker Relations Representative I creates and maintains professional relationships with new and existing agents through strong interpersonal skills. Serves as the initial point of contact for issue resolution operational support and expertise through prompt and professional telephone and electronic communication. Takes ownership and action to handle general sales compliance and application submission related inquiries. Provides agents assistance with onboarding certifications and systems training including the use of available selfservice tools for lead ordering coop marketing and material orders. Coordinates resolutions with key business partners and internal departments and documents all communication and steps taken in a timely manner.
Primary Responsibilities:
Bestinclass customer service focused on finding a first call resolution.
Documenting and assisting with requests in an accurate and timely manner.
Meeting all inbound and outbound calling and ticket resolution metrics.
Appropriate communication with other departments and business partners to ensure optimal resolution timeframes.
Medicare sales and compliance knowledge.
Strict adherence to all HIPAA and PHI guidelines.
Training and troubleshooting application submission programs.
Familiarity with agent contracting and certification process.
Commission inquiry research.
Understanding of leads coop and marketing programs.
Walking agents through the use of various internal systems including their online portal and utilization of selfservice options.
Primary Skills & Requirements:
Strong telephonic and electronic communication skills and etiquette.
Computer literate and proficient in Microsoft Suite Google Suite and Outlook.
Experience utilizing data entry and workflow management systems as well as internetbased call center applications.
Comfortability in a paperless electronic documentbased environment.
Advanced problemsolving skills adaptability to changing business environments and the ability to appropriately prioritize daily tasks and objectives.
At least one year of experience in telephonic customer service preferred.
Experience in managed care healthcare or Medicare preferred. Proficient knowledge of the English language required.
Minimal travel required.
About Integrity
Integrity is one of the nations 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 familylike 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 youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth 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. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .
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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
