HealthOne Agency Specialist

HealthOne Alliance•Dalton, GA

About The Position

The HealthOne Agency Specialist serves as a primary contact for clients, insurance carriers, enrollment support, and the agency’s day-to-day operations. The role represents the agency, provides enrollment assistance, and serves as a call center contact. It supports the growth and retention of the agency’s book of business through responsive service, accurate processing, follow-through, and communication about enrollments, payments, commissions, policy changes, and carrier-related activities. The specialist assists clients with insurance questions, enrollment needs, policy updates, coverage options, billing, claims status, and service requests. The role coordinates with insurance carriers and internal departments, maintains accurate records, processes policy activity, supports billing and commission tracking, and conducts or supports onsite enrollment meetings. The specialist must work within applicable regulations, company procedures, and the scope of licensure, while protecting confidential information and documenting interactions in appropriate systems.

Requirements

Associate’s degree in business administration, insurance, or a related field preferred.
Three to five years of experience in customer service, call center, office administration, insurance, healthcare, or agency operations preferred.
Active Georgia Accident, Sickness, and Life Insurance License preferred; candidates without 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 with office software, including Microsoft Office Suite and CRM systems, and ability to learn new software quickly.
Strong attention to detail and accuracy, with ability to handle confidential information.
Ability to drive a vehicle and travel during the daytime or overnight as required.

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, 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 agency’s daily operational responsibilities.
Assist clients with insurance questions, enrollment needs, policy updates, coverage options, billing questions, claims status, and service requests.
Serve as a primary 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 needs.
Process enrollments, renewals, cancellations, agent-of-record changes, and policy amendments, coordinating with carriers to confirm updates and resolve outstanding items.
Ensure compliance with confidentiality, data protection, and industry regulations.
Oversee scheduling of appointments, meetings, and communications.
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.
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.
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.
Prepare reports, track renewals, and monitor insurance claims, enrollment activity, and policy status.
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.