Insurance Relationship Specialist

3 weeks ago


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

At Applied General Agency, a leader in the insurance industry, we are seeking an Insurance Relationship Specialist to join our team. As the initial point of contact for agents and agency partners, this role will facilitate professional relationships through prompt and professional communication.

Job Summary:

An Insurance Relationship Specialist creates and maintains strong relationships with new and existing agents by utilizing exceptional interpersonal skills. This position requires ownership and action to handle sales, compliance, and application submission related inquiries. The successful candidate will provide agents assistance with on-boarding, certifications, and systems training, including the use of self-service tools.

Primary Responsibilities:
  • Deliver best-in-class customer service focused on first call resolution.
  • Accurately document and assist with requests in a timely manner.
  • Meet all inbound and outbound calling and ticket resolution metrics.
  • Collaborate with other departments and business partners to ensure optimal resolution timeframes.
Skills and Qualifications:
  • Strong telephonic and electronic communication skills and etiquette.
  • Proficiency in Microsoft Suite, Google Suite, and Outlook.
  • Experience with data entry, workflow management systems, and internet-based call center applications.
  • Advanced problem-solving skills, adaptability, and ability to prioritize tasks.
Preferred Experience:
  • At least one year of experience in telephonic customer service.
  • Background in managed care, healthcare, or Medicare preferred.
  • Strong written and verbal skills in English and Mandarin or Cantonese preferred.
Benefits:

We offer a competitive salary and benefits package, including medical, dental, and vision insurance, as well as 401(k) matching. Our company culture values teamwork, innovation, and employee growth.

About Integrity

Integrity is a leading distributor of life, health, and wealth insurance products. We are driven by a singular purpose: to help people protect their life, health, and wealth. Join us and start your career in a family-like environment that is rewarding and cutting-edge.



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