Broker Relations Specialist

Broker Relations Specialist

Western Asset Protection

Phoenix, AZ

About Western Asset Protection

Western Asset Protection is a leading field marketing organization and professional brokerage firm headquartered in Phoenix, Arizona. They provide thousands of independent insurance professionals access to a portfolio of strong Medicare Supplement and Medicare Advantage products, proprietary software platforms, expert business strategies and acclaimed training nationwide. Their strategic partnerships with national health plans empower their team to better serve agents and improve distribution channels. Western Asset Protection is a proud member of the Integrity Family of Companies.

Job Summary

The Broker Relations Specialist serves as the primary point of contact for agents and agencies, providing operational support, training, and troubleshooting assistance. This role ensures brokers have the necessary resources, knowledge, and tools to succeed while maintaining compliance with industry regulations. The position involves problem-solving, research, and strategic engagement as well as special projects assigned to support business objectives.

Primary Responsibilities:

• Respond to broker inquiries via phone, email, tickets, and in person, ensuring timely and accurate support.

• Provide technical assistance on agent portals, enrollment platforms, and CRM tools.

• Assist brokers with certifications and compliance-related questions.

• Deliver training sessions on enrollment processes, carrier portals, and Medicare best practices.

• Troubleshoot broker issues related to enrollment, carrier processes, and system navigation.

• Conduct research projects when broker inquiries uncover systemic issues, compliance concerns, or market trends.

• Act as a liaison between brokers and internal teams to ensure seamless support and resolutions.

• Track broker activity, trends, and common challenges, providing insights for continuous improvement.

• Assist with broker certifications, events, annual conferences, and training webinars.

• Provide logistical support for carrier and broker-related events.

• Help drive attendance to events through call campaigns, outreach, and engagement efforts.

• Gather and share broker feedback to refine engagement strategies and training content.

• Participate in outreach initiatives and call campaigns to drive event attendance and broker engagement.

• Collaborate with internal teams on special projects as assigned to enhance broker support and operations.

Primary Skills & Requirements:

• 2 years of experience in broker support, Medicare operations, or a related field. Field sales experience is a plus.

• Thorough understanding of Medicare Advantage, Medicare Supplement, Part D plans, and Medicare/HIPAA compliance.

• Excellent written and verbal communication skills.

• Strong customer service skills, including problem-solving, issue resolution, and relationship-building.

• Technically savvy – must be comfortable using Microsoft Office Suite, CRM systems, and enrollment platforms.

• Highly organized with strong attention to detail and accuracy.

• Ability to work effectively as part of a team in a highly collaborative, cooperative environment.

• Adaptable and flexible, able to respond to frequently changing priorities and conflicting deadlines.

• Strong math and analytical skills, with the ability to calculate figures such as commissions, proportions, and percentages.

• Ability to collect, analyze, and interpret data, define problems, establish facts, and develop solutions.

• Self-motivated with the ability to work independently and accomplish goals with minimal supervision.

• Bilingual (English/Spanish) highly desirable.

Required Certificates/Licenses:

• Active Arizona Department of Insurance Life and Health Producer License

• Current year Arizona Health Insurance Plans (AHIP) Certification

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.