Insurance Liaison Specialist

3 days ago


Anaheim, United States Applied General Agency Full time
Company Overview:
Applied General Agency is a leading insurance distributor dedicated to serving agents and clients. As an Integrity company, we strive to provide top-notch support and innovative solutions.

We're committed to helping people protect their life, health, and wealth so they can prepare for the good days ahead.

About the Role:
The Broker Relations Representative I serves as the initial point of contact for issue resolution, operational support, and expertise through prompt and professional communication. This role requires strong interpersonal skills to create and maintain professional relationships with new and existing agents.

Key Responsibilities:
  1. Best-in-class customer service: Find a first call resolution.
  2. Documenting and assisting: Requests in an accurate and timely manner.
  3. Meeting metrics: Inbound and outbound calling and ticket resolution.
  4. Communication: With other departments and business partners to ensure optimal resolution timeframes.

Requirements:
To excel in this role, you'll need:
  1. Strong telephonic and electronic communication skills: Etiquette and proficiency in Microsoft Suite, Google Suite, and Outlook.
  2. Data entry and work-flow management systems: Experience utilizing internet-based call center applications.
  3. Problem-solving skills: Adaptability to changing business environments and prioritizing daily tasks and objectives.

Preferred Qualifications:
Experience in telephonic customer service, managed care, healthcare, or Medicare is preferred. Strong written and verbal skills in English are essential, while knowledge of Mandarin or Cantonese is a plus.

Benefits:
At Applied General Agency, we offer a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. We're proud of our family-like environment, where we celebrate your hard work and support you daily.

Salary Estimate:
Based on industry standards and location, the estimated salary for this role is $60,000-$80,000 per year.

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