Broker Relations Representative

Integrity Marketing Group; Orange (CA); Remote; USD 25,000 - 39,000; Full time

Job summary

Integrity Marketing Group is seeking a Broker Relations Representative I to serve as the first contact for agents, handling onboarding, certifications, and system training with a focus on timely issue resolution. This remote, hourly role emphasizes strong communication, HIPAA compliance, and collaboration with internal teams to support sales and enrollment processes.

You'll manage inquiries via phone and email, maintain accurate records, and drive efficiency across lead ordering, co-op

Qualifications

• At least one year of telephonic customer service experience.
• Experience in managed care, healthcare or Medicare preferred.
• Proficient English language skills.
• Minimal travel required.

Responsibilities

• Best-in-class customer service focused on first call resolution.
• Document requests accurately and timely.
• Meet inbound/outbound calling and ticket resolution metrics.
• Communicate with other departments and partners for timely resolutions.
• Knowledge of Medicare sales and compliance requirements.

Skills

Phone etiquette

MS/Google Suite

Data entry systems

Paperless environment

Problem solving

Tools

Call center software

Lead ordering systems

Job description

Job Title: Broker Relations Representative I

Location: Remote

Schedule: Full-Time / Hourly

Job Summary:

A Broker Relations Representative I creates and maintains professional relationships with new and existing agents through strong interpersonal skills. Serves as the initial point of contact for issue resolution, operational support and expertise through prompt and professional telephone and electronic communication. Takes ownership and action to handle general sales, compliance, and application submission related inquiries. Provides agents assistance with on-boarding, certifications, and systems training including the use of available self-service tools for lead ordering, co-op marketing, and material orders. Coordinates resolutions with key business partners and internal departments, and documents all communication and steps taken in a timely manner.

Job Responsibilities:

• Best-in-class customer service focused on finding a first call resolution.
• Documenting and assisting with requests in an accurate and timely manner.
• Meeting all inbound and outbound calling and ticket resolution metrics.
• Appropriate communication with other departments and business partners to ensure optimal resolution timeframes.
• Medicare sales and compliance knowledge.
• Strict adherence to all HIPAA and PHI guidelines.
• Training and troubleshooting application submission programs.
• Familiarity with agent contracting and certification process.
• Commission inquiry research.
• Understanding of leads, co-op, and marketing programs.
• Walking agents through the use of various internal systems including their online portal and utilization of self-service options.

Skills and Qualifications:

• 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 Experience and Requirements:

• At least one year of experience in telephonic customer service.
• Experience in managed care, healthcare or Medicare preferred.
• Proficient knowledge of the English language required.
• Minimal travel required.

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. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we 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. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Equal Opportunity

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.

Please note that all official communications from Integrity will come from @integrity.com or Workday domains.

Company Background

Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith.