Note: The job is a remote job and is open to candidates in USA. HealthPlanOne is committed to helping people find the right health insurance at the right price. The Temporary Operations Support Specialist is responsible for following up on customer insurance policy statuses, assisting agents and internal teams, and monitoring internal platforms to ensure accurate data recording.

Responsibilities

• Assist with insurance application status reconciliation to ensure customers are enrolled in plans intended
• Update customer records with any new information pertaining to application status, changes to account, etc
• Work with agents and carriers to ensure proper enrollment status, as well as locating any missing information
• Assist with resolution for any enrollment and quoting platform issues that may arise
• Partner with different internal teams to provide/examine necessary data, as well as providing assistance when needed
• Monitor internal enrollment platform and nightly processes to ensure accurate data
• Staggered nightly checks to ensure enrollment data is accurate, as well as making updates where necessary
• Perform other related duties as assigned

Skills

• High School diploma or equivalent
• 1 year in a sales or client services-oriented support role
• Proficient in Excel
• Capable of navigating data bases, CRM systems
• Ability to work on multiple screens
• Knowledge of Medicare
• Excellent verbal and written communication skills
• Must be self-directed and able to work well independently as well as part of a team
• Strong time management and organization skills
• Ability to handle multiple projects and shift priorities as necessary
• Extensive phone skills, phone experience
• Ability to provide coverage at night during certain times throughout the year
• 1+ years Medicare Insurance carrier experience

Company Overview