Broker Relations Liaison

1 week ago

Anaheim, California, United States Applied General Agency Full time
About Applied General Agency

At Applied General Agency, we're seeking a skilled Broker Relations Liaison to facilitate professional relationships with insurance agents and agency partners. As the primary point of contact, you'll provide operational support through prompt and professional communication, addressing inquiries and resolving issues related to commission payments, contracting, and compliance. You'll utilize Salesforce to track interactions and navigate internal systems to perform meticulous research, processing agent releases and transfers. Your responsibilities will require strong customer service skills, attention to detail, and the ability to prioritize multiple tasks and objectives.

Key Responsibilities:
  • Provide exceptional customer service, ensuring prompt and accurate resolutions.
  • Accurately document communications and actions in Salesforce.
  • Research and resolve commission discrepancies in a timely manner.
  • Create and track commission audit reports in Excel.
  • Update internal systems with necessary data.
  • Assist agents through the release and transfer process.
  • Stay current on Medicare insurance, compliance requirements, and agent contracting and certification processes.
  • Adhere to all HIPAA and PHI guidelines.
  • Understand AGA's Leads, Co-Op, and Marketing programs.
  • Help agents navigate internal systems, including online portals and self-service options.
Requirements:
  • Professional communication skills, written and verbal.
  • Proficient user of Microsoft Office programs, specifically Excel.
  • Mathematically competent with strong data research skills.
  • Attention to detail and ability to prioritize multiple tasks and objectives.
  • 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.
  • Experience in managed health care, Medicare, Life & Annuity, or ACA products preferred.
  • Minimal travel may be requested based on business needs.
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 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, 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.

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