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Broker Relations Representative - Anaheim California
Company: Applied General Agency Location: Anaheim, California
Posted On: 04/26/2024
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 -.Why Work HereWorking 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 successJob 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 on-boarding, certifications, and systems training including the use of available self-service tools for lead ordering, co-op marketing, and material orders. Coordinates resolutions with key business partners and internal departments, and documents all communication and steps taken in a timely manner.Job Responsibilities:
- Best-in-class 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 the AGA Leads, Co-Op and Marketing programs.
- Walking agents through the use of various internal systems including their online portal and utilization of self-service options.Skills and Qualifications: -
- Strong telephonic and electronic communication skills and etiquette.
- Computer literate and proficient in Microsoft Suite, Google Suite and Outlook.
- Experience utilizing data entry and work-flow management systems as well as internet-based call center applications.
- Comfortability in a paper-less, electronic document-based environment.
- Advanced problem-solving skills, adaptability to changing business environments, and the ability to appropriately prioritize daily tasks and objectives.Preferred Experience and Requirements: -
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