HealthOne Agency Specialist

Health One Alliance•Dalton, GA

About The Position

The HealthOne Agency Specialist serves as a primary contact for clients, insurance carriers, enrollment support, and day-to-day agency operations. The role represents the agency, provides enrollment and call center support, assists clients with coverage questions, processes policy activity, maintains accurate records, and coordinates with carriers and internal departments. It supports the growth and retention of the agency’s business through responsive service, accurate processing, consistent follow-through, and clear communication concerning enrollments, payments, commissions, policy changes, and carrier-related activities.

Requirements

Associate’s degree in business administration, insurance, or a related field is preferred.
Three to five years of experience in customer service, call center work, office administration, insurance, healthcare, or agency operations is preferred.
An active Georgia Accident, Sickness, and Life Insurance License is preferred; candidates who do not hold the license must obtain it within the company-designated timeframe after hire.
Strong organizational and time-management skills, including the ability to prioritize tasks in a fast-paced environment.
Excellent written and verbal communication skills and a customer-oriented approach.
Proficiency in office software, including Microsoft Office Suite and CRM systems, and ability to learn new software quickly.
Strong attention to detail and accuracy, with the ability to handle confidential information.

Nice To Haves

Associate’s degree in business administration, insurance, or a related field.
Three to five years of experience in customer service, call center work, office administration, insurance, healthcare, or agency operations.
Active Georgia Accident, Sickness, and Life Insurance License.
Familiarity with medical insurance terminology, policies, and claims processes.
Bilingual English/Spanish proficiency.

Responsibilities

Manage and perform the daily operational responsibilities of the HealthOne Agency.
Assist clients with insurance questions, enrollment needs, policy updates, coverage options, billing questions, claims status, and service requests.
Serve as a primary point of contact for insurance carriers regarding policy management, claims, coverage options, enrollments, and service requests.
Maintain accurate client records, policy documents, and related paperwork in accordance with industry standards.
Guide clients through enrollment processes, required documentation, eligibility questions, coverage selections, and follow-up in accordance with company procedures and applicable regulations.
Process enrollments, renewals, cancellations, agent-of-record changes, and amendments, coordinating with carriers to confirm updates and resolve outstanding items.
Comply with confidentiality, data-protection, and industry regulations.
Oversee scheduling of appointments, meetings, and communications to support agency operations.
Answer incoming calls, respond to client and carrier inquiries, document interactions, escalate issues when appropriate, and follow up in a timely manner.
Maintain availability during designated call center operating hours to support clients, carriers, and the team.
Conduct and support onsite enrollments and enrollment meetings, including preparation, participant assistance, benefit and coverage guidance, documentation, and post-enrollment follow-up.
Coordinate with internal departments to resolve enrollment, billing, payment, commission, and service-related issues through completion.
Process and assist with billing, payment processing, invoicing, and commission tracking in coordination with finance and accounting teams.
Accurately process data in appropriate systems for tracking and reporting.
Document client, carrier, enrollment, and call center interactions in appropriate systems to support service continuity, tracking, and reporting.
Prepare reports, track renewals, and monitor claims, enrollment activity, and policy status to support timely action and accurate reporting.
Represent the agency by assisting clients with insurance questions, enrollment processes, documentation, eligibility questions, policy updates, and next steps within the scope of licensure and company procedures.
Maintain regular and predictable attendance.
Demonstrate compliance with HIPAA regulations, professional conduct, and ethical practice.
Encourage and promote company culture throughout the organization.
Perform other duties as assigned.

Benefits

401(k) with 4% match and immediate vesting
Accident insurance
Competitive salary
Critical illness insurance
Dental insurance
Employee assistance program
Flexible spending account
Health and wellness program
Health savings account
Life and AD&D insurance
Long-term disability insurance
Medical insurance
Paid time off
Pet insurance
Short-term disability insurance
Vision insurance
Paid study time and coverage of the licensing exam cost for candidates required to obtain the insurance license