Insurance Broker Liaison

2 weeks ago

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

At Applied General Agency, an Integrity company, we are seeking a skilled Broker Relations Representative to facilitate professional relationships with insurance agents and agency partners. This role requires prompt and professional communication, both in person and electronically, to address and resolve inquiries related to commission payments, contracting, and compliance. The Broker Relations Representative will utilize Salesforce to track interactions and navigate internal systems to perform meticulous research. Additionally, they will process agent releases and transfers.

Key Responsibilities:

As a Broker Relations Representative, you will be responsible for creating and maintaining professional relationships with new and existing agents through strong interpersonal skills. You will serve as the initial point of contact for issue resolution, operational support, and expertise through prompt and professional telephone and electronic communication. You will take ownership and action to handle general sales, compliance, and application submission related inquiries. You will provide agents with assistance on on-boarding, certifications, and systems training, including the use of available self-service tools for lead ordering, co-op marketing, and material orders. You will coordinate resolutions with key business partners and internal departments, and document all communication and steps taken in a timely manner.

Requirements:

To be successful in this role, you will need to possess strong telephonic and electronic communication skills and etiquette. You will be computer literate and proficient in Microsoft Suite, Google Suite, and Outlook. You will have experience utilizing data entry and work-flow management systems, as well as internet-based call center applications. You will be comfortable in a paper-less, electronic document-based environment. You will have advanced problem-solving skills, adaptability to changing business environments, and the ability to appropriately prioritize daily tasks and objectives.

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.

Why Choose Integrity?

At Integrity, you will have the opportunity to start a career in a family-like environment that is rewarding and cutting-edge. We put our people first and 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.

Equal Opportunity Employer

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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