Jack Schroeder and Associates, LLC · 1 week ago
Agent Relations Representative - Medicare Industry
Jack Schroeder and Associates, LLC is a brokerage that has been supporting independent insurance agents in the Medicare industry for over 50 years. The Agent Relations Representative will focus on building relationships with agents, providing support and training, and ensuring compliance with regulations to drive sales and membership growth.
Financial ServicesInsurance
Responsibilities
Build and maintain strong, professional relationships with a growing network of Independent Agents and Agencies
Serve as a knowledgeable resource by delivering a structured onboarding experience, including contracting, certification, training, and ongoing support
Coordinate and organize formal and on-the-job training to ensure agents have a clear understanding of products, compliance requirements, and sales systems
Act as a liaison between agents and health plans throughout the sales lifecycle, including contracting, licensing and appointments, certification, enrollment administration, commission payments, and agent servicing
Ensure sales activities comply with CMS regulations; regularly review sales performance and provide constructive feedback to agents
Drive agent engagement and execution of sales initiatives while ensuring accurate representation of JSA’s product portfolio and services
Monitor and enforce adherence to sales and marketing compliance guidelines
Recruit senior market insurance agents through consistent outbound call campaigns
Perform additional duties as assigned
Qualification
Required
Previous experience in agent relations, sales support, or customer service; insurance or healthcare industry experience strongly preferred
Working knowledge of Medicare products, regulations, and compliance requirements
Excellent interpersonal and communication skills with a professional, engaging demeanor
Strong problem-solving and critical-thinking abilities, especially in fast-paced environments
Exceptional organizational and time management skills with the ability to manage multiple priorities
Proficiency with CRM systems and related tools for tracking agent interactions and maintaining accurate records
Ability to work independently while also contributing effectively within a team
Willingness to travel occasionally to meet with agents and attend industry events
Preferred
Associate degree in business, insurance, or a related field
Benefits
Company-paid premiums! Comprehensive medical, dental, and vision coverage for all full-time employees
Free benefits, including life insurance, ID theft protection, and a 401(k) with company match
Voluntary benefit options to further protect you and your family
Half-day Fridays with full-day pay during the summer season to support work-life balance
Company-paid holidays and immediate paid time off
Competitive salary commensurate with experience
Professional development opportunities to grow your skills and advance your career
Company
Jack Schroeder and Associates, LLC
With a strong focus on Senior Health and Life Insurance products, JSA provides a unique opportunity for the independent agent and larger agencies alike.