HealthOne Agency Specialist

HealthOne Alliance•Dalton, GA

3d•Onsite

About The Position

The HealthOne Agency Specialist is responsible for assisting in day-to-day office operations, providing administrative support, and assisting with the overall management of the Agency. This role involves a variety of tasks, including policy management, carrier relations, processing agent of record changes, handling client inquiries, and assisting with commission processing and reconciliation. The HealthOne Agency Specialist will work to grow relationships and the Agency’s book of business with insurance carrier partners. The position works closely with internal departments ensuring effective communication on processes with enrollments, payments, commissions and other related activities with insurance carriers.

Requirements

Minimum of 3-5 years of experience in an office administration role, preferably in a insurance or healthcare setting
Familiarity with medical insurance terminology, policies, and claims processes is highly preferred
Strong organizational and time-management skills with the ability to prioritize tasks in a fast-paced environment
Excellent communication skills, both written and verbal, with a customer-oriented approach
Proficiency in office software (Microsoft Office Suite, CRM systems, etc.) and the ability to learn new software programs quickly
Strong attention to detail and accuracy, with the ability to handle confidential information
Must be able to drive a vehicle and daytime/overnight travel as required

Nice To Haves

Associate’s degree in business administration, Insurance, or a related field preferred
Active Georgia License in Accident/Sickness/Life Insurance preferred

Responsibilities

Assists and supports the daily operations of the HealthOne Agency
Serves as a point of contact for insurance carriers, addressing inquiries related to policy management, claims, and coverage options
Provides exceptional client service by building and maintaining strong relationships with clients and insurance carriers to ensure satisfaction, retention, and seamless communication
Manages and maintains accurate client records, policy documents, and related paperwork to ensure compliance with industry standards
Processes policy renewals, cancellations, agent of record changes, and amendments efficiently while coordinating with carriers to confirm updates
Ensures compliance with confidentiality, data protection, and industry regulations
Oversees scheduling of appointments, meetings, and communications to optimize Agency operations
Handles incoming and outgoing calls, emails, and mail, ensuring timely responses and coordination among clients, carriers, and team members
Assists with billing, payment processing, invoicing, and commission tracking, working closely with finance and accounting teams to ensure accuracy and timely payments
Ensures data is accurately processed into appropriate systems for tracking and reporting purposes
Assists with preparing reports, tracking renewals, and monitoring insurance claims and policy status
Provides administrative support to insurance agents and brokers, including data entry, document preparation, and maintaining client files
Maintains regular and predictable attendance
Consistently demonstrates compliance with HIPAA regulations, professional conduct, and ethical practice
Works to encourage and promote Company culture throughout the organization
Other duties as may be assigned