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Broker Support Representative

Broker Support Representative – CA

Job description

SBHIS Insurance Services is an insurance agency dedicated exclusively to helping Medicare beneficiaries find the plan that best suits their needs, all our services are free of charge. Our company’s mission is simple, we believe in “Making Medicare Easier,” and everything we do revolves around this. Our company’s core values require that we treat everyone with care and integrity. Our values support a culture that is innovative, diverse and quickly adapts to change.

The Broker Support Representative provides information; guidance and technical assistance to the agents to provide them opportunities, resources and services necessary to help them succeed. The BSR is responsible to help agents with contracting, certification and all internal/external agency communications regarding sales, training and health plan partnerships.

Key Duties and Responsibilities



Reinforces communication in a logical/chronological order and processes by geography and company

Actively communicates with vendors (MHS, CRM, INDIGO & INSURUS) when relevant information needs to be shared

Creates email templates to ensure uniform communication

Communicates with sales/department managers Monday-Thursday to gather important changes, events or announcements for the weekly “Agent Update” and distributes updates via email every Friday

Communicates once a month with ALL Health Plans via email. Informs plan representatives of SBHIS events, enrollments, & agent certification progress

Agent Training:

Actively participates in health plan trainings

Updates & maintains the content for the SBHIS Portal Website:

1.       Calendar

2.       Training presentation

3.       Other Department updates

Creates and hosts training presentations

1.       Communicate with sales managers to identify training needs and mapping out development plans for teams and individual agents.

2.       Communicate with health plans to schedule training with latest updates is Medicare.

3.       Research and recommend new training methods

4.       Identify skills or knowledge gaps that need to be addressed



Helps coordinate newly created recruiting processes

Supports the inbound and outbound calling system

Sets appointments/interviews for managers with potential candidates

Sends recruiting emails and update internal system.

Follows up with potential candidates



Develops relationships with agents to assist them in achieving their contracting and certification goal

Broker Support Representative will ensure that all agents’ information is updated accurately and in a timely manner in the system (SIM/s/Policy Keeper)

Conducts on a monthly basics an audit of any missing/ pending documents (Department of Insurance license, E&O, AHIP, OIGs, GSAs, W9s, Independent Producer Agreements and Carrier’s agreements etc.) 

Explains the contracting and certification process to the agents; as well the onboarding process of each of the Health Plans

Strives to create a positive image of SBHIS/INSURUS to make all of our agents welcome to the team

Explains the contracting and certification process to the agents; as well the onboarding process of each of the Health Plans

Provides timely feedback to senior management regarding the onboarding process of agents

Ensures positive and effective relationships are established and maintained with all of our agents

Handles agents’ concerns over the phone, by e-mail or in person.

Serves as a key company liaison with all agents and key departments within the company and Health Plan carriers.

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    SBHIS Insurance Services