Operations Support Specialist

HealthPlanOne's mission is to help people find the right health insurance at the right price, so they live healthier lives. We are committed to making the shopping process simpler. Our mission has never been more important than it is today.

The Operations Support Specialist is responsible for following up on our customer's insurance policy statuses, assisting agents and other internal teams, monitoring internal platforms and recording all updates in our internal database system.

Supervisory Responsibilities:

• None

Duties/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

Required Skills/Abilities:

• 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

Preferred Skills/Abilities:

• 1+ years Medicare Insurance carrier experience

Physical Requirements:

• Must be able to remain in a stationary position (e.g., sitting or standing) for extended periods of time, typically in a cubicle environment (constant noise, fluorescent overhead lighting)
• Frequent use of a computer, dual monitors, keyboard, mouse, and other standard office equipment such as a telephone, copier, and printer.
• Must be able to communicate effectively, including exchanging information in person, in writing, by telephone, email or video conferencing.
• Visual and auditory acuity required to perform job duties effectively, including reading, writing, and interpreting information on screens or in print.
• Hand dexterity, fine motor skills needed to operate a keyboard and mouse efficiently
• Reach with hands and arms occasionally
• For Hybrid Roles:
• Must be able to commute to an office setting as required, which may include walking short distances and navigating an office environment.
• Occasionally moves about the office to access files, office machinery, and meet with others.

Equal Employment Opportunity (EEO) is a fundamental principle at HealthPlanOne, where employment is based upon personal capabilities and qualifications. HealthPlanOne does not discriminate because of actual or perceived sex, sexual orientation or preference, gender identity, gender, transgender, race, color, religion, national origin, creed, citizenship status, ancestry, age, marital status, pregnancy, childbirth or related medical conditions, medical conditions including genetic characteristics, mental or physical disability, military and veteran status, or any other protected characteristic as established by law. HealthPlanOne requires the necessary drug testing and background checks as part of our pre-employment practices. If you need assistance or an accommodation due to a disability, please contact us to request accommodation at View email address on click.appcast.io