Broker Relations Representative - Anaheim, United States - Applied General Agency

Description

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 health and wealth so they can be ready for the good days ahead.

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

Position Summary:

At Applied General Agency, an Integrity company in Anaheim, the Broker Relations Representative facilitates professional relationships with insurance agents as the point of contact for operational support through prompt and professional communication in person, over the phone, and via online chat. They address inquiries regarding sales, certifications, compliance, and process-related questions. The Broker Relations Representative helps onboard agents, including learning to use self-service tools for lead, material ordering, and co-op marketing. They also coordinate key business partners and internal departments to problem-solve while documenting all communication and actions.

Position Responsibilities include:

• Providing best-in-class customer service focused on prompt resolution in person, via phone, and online chat.
• Assisting with requests promptly while accurately documenting communications and actions.
• Meeting metrics, including inbound/outbound calls and ticket resolution.
• Communicating effectively with other departments and business partners.
• Learning and staying current on Medicare insurance, compliance requirements, and agent contracting and certification processes.
• Consistently adhere to all HIPAA and PHI guidelines.
• Training and troubleshooting application submissions.
• Researching and addressing commission inquiries.
• Understanding AGA's Leads, Co-Op, and Marketing programs.
• Helping agents navigate various internal systems, including online portals and self-service options.

Qualifications:

• Professional communication skills, written and verbal in English, are required to provide customer service in person, via phone, and online chat.
• Must be a proficient user of Microsoft Office programs.
• Prioritizing multiple tasks and objectives is required.
• Experience maintaining digital records in a paperless environment is highly preferred.
• Experience with data entry, workflow management systems, and web-based contact center applications is a plus.
• Creative problem-solving skills and adaptability to changing business needs are preferred.
• Additional proficiency in Spanish, Chinese, or Vietnamese language preferred.
• Experience in managed health care, Medicare, Life & Annuity, or ACA products preferred.
• Minimal travel may be requested based on business needs.

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.

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