Insurance Broker Liaison

6 days ago

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

We are seeking a highly skilled Broker Relations Representative to join our team at Integrity Marketing Group. As a key member of our team, you will be responsible for building and maintaining strong relationships with insurance agents and agency partners.

Key Responsibilities
  • Provide exceptional customer service to agents and agency partners through prompt and professional communication.
  • Address and resolve inquiries related to commission payments, contracting, and compliance.
  • Utilize Salesforce to track interactions and navigate internal systems to perform research.
  • Process agent releases and transfers.
  • Assist agents with on-boarding, certifications, and systems training.
  • Coordinate resolutions with key business partners and internal departments.
  • Document all communication and steps taken in a timely manner.
Requirements
  • Strong telephonic and electronic communication skills and etiquette.
  • Computer literate and proficient in Microsoft Suite, Google Suite, and Outlook.
  • Experience utilizing data entry and work-flow management systems as well as internet-based call center applications.
  • Comfortability in a paper-less, electronic document-based environment.
  • Advanced problem-solving skills, adaptability to changing business environments, and the ability to appropriately prioritize daily tasks and objectives.
Preferred Qualifications
  • At least one year of experience in telephonic customer service.
  • Experience in managed care, healthcare, or Medicare preferred.
  • Strong written and verbal skills in English and either Mandarin or Cantonese preferred.
About Integrity Marketing Group

Integrity Marketing Group is one of the nation's leading independent distributors of life, health, and wealth insurance products. We are driven by a singular purpose: 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.

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