Agent Relations Representative (Service) - Medicare Industry

Jack Schroeder and Associates, LLC; Green Bay (WI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Benefits package (PTO, medical, dental

Half-day Fridays

Paid company holidays

Professional development

Job summary

Jack Schroeder and Associates, LLC is seeking an Agent Relations Representative (Service) in Green Bay, Wisconsin to deliver a high-quality service experience to independent agents and agencies. You will manage onboarding, guide agents through carrier tools and enrollment platforms, and act as the primary liaison between agents and health plans, ensuring compliance with CMS guidelines.

This role offers the chance to grow within a nationally recognized insurance brokerage.

Qualifications

• High School Diploma or equivalent required; Associate degree preferred.
• At least 1 year of customer service experience.
• Knowledge of Medicare Advantage, Medicare Supplement and Medicare Part D is preferred.
• Strong ability to build professional relationships and communicate.

Responsibilities

• Build strong relationships with Independent Agents and Agencies, acting as a trusted day-to-day resource.
• Provide responsive, solutions-oriented support to agents, helping resolve issues and remove barriers to doing business.
• Lead a structured onboarding experience, including contracting, appointment and certification requirements, and system access.
• Guide agents through carrier tools, enrollment platforms, and internal systems to ensure ease of doing business.
• Serve as the primary liaison between agents and health plans, supporting contracting, licensing/appointment, certification, training, enrollment, commissions, and ongoing service.
• Proactively communicate updates, process changes, and key deadlines to keep agents informed and prepared.
• Monitor agent activity and service needs, identifying opportunities to improve the overall agent experience.
• Support compliance by reinforcing CMS guidelines and ensuring agents understand and follow required sales and marketing practices.
• Collaborate with internal teams to advocate for agent needs and continuously improve service delivery.
• Perform other duties as assigned.

Skills

Relationship building

Attention to detail

Microsoft Office

Multi-tasking

Deadline-driven

Communication skills

Self-starter

Customer service experience

Medicare knowledge

Education

High School Diploma or equivalent

Associate degree preferred

Job description

Agent Relations Representative (Service) – Medicare Industry

Jack Schroeder and Associates, LLC

Green Bay, WI

At JSA, we dedicate ourselves to earning the title – “The Insurance Broker’s Agency,” each and every day. We are a nationally recognized, award-winning Field Marketing Organization (FMO) and a leader in the wholesale insurance brokerage industry.

What You Get To Do

Agent Relations, Service is responsible for delivering a high-quality service experience to our Independent Agents and Agencies, ensuring they are supported, informed, and set up for success throughout their lifecycle.

Primary Responsibilities

• Build strong, service-driven relationships with Independent Agents and Agencies, acting as a trusted day-to-day resource
• Provide responsive, solutions-oriented support to agents, helping resolve issues and remove barriers to doing business
• Lead a structured onboarding experience, including contracting, appointment and certification requirements, and system access
• Guide agents through carrier tools, enrollment platforms, and internal systems to ensure ease of doing business
• Serve as the primary liaison between agents and health plans, supporting all aspects of the agent lifecycle (contracting, licensing/appointment, certification, training, enrollment, commissions, and ongoing service)
• Proactively communicate updates, process changes, and key deadlines to keep agents informed and prepared
• Monitor agent activity and service needs, identifying opportunities to improve the overall agent experience
• Support compliance by reinforcing CMS guidelines and ensuring agents understand and follow required sales and marketing practices
• Collaborate with internal teams to advocate for agent needs and continuously improve service delivery
• Perform other duties as assigned

What We Offer

At JSA we recognize how critical our team’s hard work and dedication is in providing our partners with exceptional service. We are proud to offer our employee’s a competitive salary and benefits!

• Competitive salary tailored to your experience
• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
• Half-day Fridays from January through September, with full-day pay, to support work-life balance
• Paid company holidays
• Opportunities for professional development to grow your skills and advance your career

Preferred Skills & Abilities

• Ability to build and maintain effective and professional relationships.
• High degree of accuracy and attention to detail
• Advanced computer skills, including Microsoft Office Suite
• Ability to manage, prioritize, and multi-task projects by applying judgement and knowledge.
• Ability to work under pressure to meet deadlines while maintaining quality work.
• Excellent verbal/written communication and interpersonal skills
• Self-starter
• High School Diploma or equivalent required; Associate degree preferred.
• Knowledge of Medicare Advantage, Medicare Supplement and Medicare Part D is preferred.
• At least 1 year of customer service experience required.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [e-mail].

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.