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Insurance Broker Liaison Specialist

2 months ago


Anaheim, California, United States Integrity Marketing Group Full time
About the Role

The Broker Relations Representative plays a vital role in facilitating professional relationships with insurance agents and agency partners. As the primary point of contact for operational support, this individual will provide prompt and professional communication through various channels, including electronic communication, in-person meetings, phone calls, and online chat.

Key Responsibilities
  • Customer Service: Provide best-in-class customer service focused on prompt and accurate resolutions.
  • Documentation: Accurately document communications and actions in Salesforce.
  • Research and Resolution: Research and resolve commission discrepancies in a timely manner.
  • Reporting: Create and track commission audit reports in Excel.
  • Data Management: Update internal systems with necessary data.
  • Agent Support: Assist agents through the release and transfer process.
  • Industry Knowledge: Learn and stay current on Medicare insurance, compliance requirements, and agent contracting and certification processes.
  • Confidentiality: Strict adherence to all HIPAA and PHI guidelines.
  • Program Understanding: Understand AGA's Leads, Co-Op, and Marketing programs.
  • System Navigation: Help agents navigate various internal systems, including online portals and self-service options.
Requirements
  • Communication Skills: Professional communication skills, written and verbal.
  • Technical Skills: Proficient user of Microsoft Office programs, specifically Excel.
  • Mathematical Skills: Mathematically competent with strong data research skills.
  • Attention to Detail: Attention to detail, and ability to prioritize multiple tasks and objectives.
  • Digital Record Keeping: Experience maintaining digital records in a paperless environment.
  • Data Entry and Workflow Management: Experience with data entry, workflow management systems, and web-based contact center applications.
  • Creative Problem-Solving: Creative problem-solving skills and adaptability to changing business needs.
  • Industry Experience: Experience in managed health care, Medicare, Life & Annuity, or ACA products.
  • Travel: Minimal travel may be requested based on business needs.
About Integrity Marketing Group

Integrity Marketing Group 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. Our singular purpose is to help people protect their life, health, and wealth so they can prepare for the good days ahead.

We offer 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 Marketing Group is committed to meeting Americans wherever they are - in person, over the phone, or online. Our employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.