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Agent Relations Representative - Medicare Industry

Jack Schroeder and Associates, LLC
Green, WI Full Time
POSTED ON 4/29/2025
AVAILABLE BEFORE 6/16/2025
Agent Relations Representative - Medicare Industry
Jack Schroeder and Associates, LLC
Green Bay, WI

Are you a dynamic and outgoing professional with a passion for providing exceptional customer service? Are you looking for a rewarding career opportunity in the Medicare insurance industry? Look no further! We are seeking highly motivated Agent Relations Representatives to join our team and revolutionize the way independent insurance agents operate in the Medicare insurance sector.
Perks and Benefits
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 program!
  • Company-Paid Premiums! Comprehensive healthcare coverage, including medical, dental, and vision for all Full Time Employees.
  • Free! Life Insurance, ID Theft, 401k with Match.
  • Voluntary Benefit Options to further protect yourself and family.
  • Half-day Fridays with full day pay during the summer season to enjoy work-life balance and make the most of the sun.
  • Company Paid Holidays and Immediate Paid Time Off.
  • Competitive salary package commensurate with experience.
  • Professional development opportunities to enhance your skills and advance your career.
Who We Are
For over 50 years there has been no other brokerage in the nation that supports its agents like JSA. Our complete back-office support system is unparalleled and uncompromising, built on close relationships that have grown through the years. Our advanced technology allows us to be flexible and respond quickly as needed, and our friendly staff is energetic, with a “get-it-done” attitude that makes doing business easy and efficient.
Position Summary
Agent Relations is responsible for achieving assigned sales/membership growth targets through Independent Agents and Agencies. The team is focused on recruiting independent agents to seminars, webinars, and special events as well as cross-contracting to eligible specific lines or carriers.

Primary Responsibilities
  • Build and maintain strong relationships with our growing family of Independent Agents and Agencies.
  • Serve as a knowledgeable resource while providing a structured on-boarding process, leveraging corporate contracting, certification and training methods, tools, and systems. Organize involvement in formal and on-the-job training to ensure an accurate understanding of our products, compliance requirements, and sales systems.
  • Acts as a liaison between Agents and health plans with respect to the sales process to ensure Agents are appropriately set up and supported across their lifecycle. This includes contracting, licensing/appointment, certification, training, enrollment administration, commission payment, agent servicing, etc.
  • Ensures sales techniques are following CMS regulations, and regularly review sales results and provide feedback to Agents.
  • Facilitates engagement of Agents in executing these plans and ensure that Agents appropriately represent our product portfolio and service offerings.
  • Ensures Agents adhere to sales and marketing guidelines associated with compliance requirements.
  • Recruits senior market insurance agents through daily outbound call campaigns.
  • Performs other duties as required.
Qualifications, Skills & Abilities
  • Associate degree in business, insurance, or a related field (preferred).
  • Proven experience in agent relations or customer service roles, preferably within the insurance or healthcare industry.
  • In-depth understanding of Medicare insurance policies, regulations, and compliance requirements.
  • Excellent interpersonal and communication skills with a friendly, engaging demeanor.
  • Strong problem-solving abilities and the ability to think critically in high-pressure situations.
  • Exceptional organizational and time management skills to handle multiple priorities effectively.
  • Proficiency in using CRM software and other relevant tools to track agent interactions, maintain records, and generate reports.
  • Ability to work independently as well as collaboratively in a team environment.
  • Willingness to travel occasionally to meet with agents and attend industry events.
EEO Statement
Jack Schroeder and Associates, LLC is proud to be an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to providing individuals with qualified disabilities reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. This policy applies to all employees and job applicants.

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