Agent Success Advisor

Agent Success Advisor

Applied General Agency

Remote

About Applied General Agency

Are you looking to come work for a proven FMO with over 20 years of helping agencies and brokers build their best business? Over twenty years ago Patrick Rodriguez launched Applied General Agency (AGA), Inc. AGA has now become one of the largest Medicare-focused Field Marketing Organizations (FMO) nationwide. Our guiding principle throughout the ever-changing healthcare landscape is to empower our brokers and agencies with the best training and latest strategic tools to succeed. The effectiveness of our service model is measured by nearly fifty carrier partners and thousands of agents we are honored to serve. If AGA sounds like a company you would like to work for because there is no comparison when it comes to the service and dedication, then we want to speak to you.

Agent Success Advisor

Job summary

The overall function of this role is to deliver advanced customer service by providing agents with the support and resources needed during the onboarding process. This role focuses on resolving agent inquiries efficiently, ensuring compliance with onboarding and contracting procedures, and fostering strong relationships with agents and internal departments.

Primary Responsibilities:

• Best-in-class customer service focused on finding a first call resolution

• Document, process and complete agent requests in an accurate and timely manner

• Meet all set onboarding timeframes

• Appropriate communication to internal departments and outside business partners with the intention of fostering valuable relationships

• Strict adherence to all HIPAA and PHI guidelines

• Assist agents with carrier contract submission, completion and certifications

• Train agents on AGA’s internal systems

Primary Skills & 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 and adaptability to changing business environments

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.

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.