HealthOne Agency Specialist

MISSION 
Our mission is to enhance well-being by connecting individuals with vital health resources through a compassionate workforce that embodies the spirit of neighbors helping neighbors.

VALUES 
HealthOne is guided by a cultural framework that embodies our values and drives our decisions. 

Our PURPOSE is to care for people by connecting them to resources that help protect them in health related situations. To fulfill our purpose, we align our PRIORITIES to ensure each decision we make is ethical, empathetic, economical, and efficient. We care for PEOPLE by being welcoming, authentic, truthful, consistent, and humble. We are continuously looking for ways to improve our PROCESS and how we get things done.

HealthOne seeks individuals with integrity and heart to embody our values. Whether you’re starting your career or looking to develop additional skills to reach your full potential, HealthOne provides the means to help you achieve your goals.

JOB PURPOSE
The HealthOne Agency Specialist is responsible for serving as a primary agency contact for clients, insurance carriers, enrollment support, and day-to-day agency operations. This role functions as an agency representative, enrollment resource, and call center contact by assisting clients with coverage questions, processing policy activity, supporting enrollment needs, maintaining accurate records, and coordinating directly with carriers and internal departments. The position supports the growth and retention of the Agency’s book of business by delivering responsive service, accurate processing, consistent follow-through, and seamless communication related to enrollments, payments, commissions, policy changes, and other carrier-related activities.

ESSENTIAL JOB DUTIES
•    Manages and performs the daily operational responsibilities of the HealthOne Agency
•    Provides exceptional client service by directly assisting clients with insurance questions, enrollment needs, policy updates, coverage options, billing questions, claims status, and service requests
•    Serves as a primary point of contact for insurance carriers, addressing inquiries related to policy management, claims, coverage options, enrollments, and service requests
•    Manages and maintains accurate client records, policy documents, and related paperwork to ensure compliance with industry standards
•    Guides clients through enrollment processes, required documentation, eligibility questions, coverage selections, and follow-up needs in accordance with company procedures and applicable regulations
•    Processes policy enrollments, renewals, cancellations, agent of record changes, and amendments efficiently while coordinating directly with carriers to confirm updates and resolve outstanding items
•    Ensures compliance with confidentiality, data protection, and industry regulations
•    Oversees scheduling of appointments, meetings, and communications to optimize Agency operations
•    Serves as a primary call center representative for the Agency by answering incoming calls, responding to client and carrier inquiries, documenting interactions, escalating issues when appropriate, and maintaining timely follow-up
•    Maintains consistent availability during designated call center operating hours to support client, carrier, and team needs
•    Conducts and supports onsite enrollments and enrollment meetings, including preparation, participant assistance, benefit and coverage guidance, documentation, and post-enrollment follow-up to ensure a positive enrollment experience
•    Coordinates directly with internal departments to resolve enrollment, billing, payment, commission, and service-related issues, ensuring timely follow-through from request to completion
•    Processes and assists with billing, payment processing, invoicing, and commission tracking, working closely with finance and accounting teams to ensure accuracy, reconciliation, and timely payments
•    Ensures data is accurately processed into appropriate systems for tracking and reporting purposes
•    Documents all client, carrier, enrollment, and call center interactions accurately in the appropriate systems to support service continuity, tracking, and reporting
•    Prepares reports, tracks renewals, and monitors insurance claims, enrollment activity, and policy status to ensure timely action and accurate reporting
•    Serves as an agency representative by assisting clients with insurance questions, enrollment processes, required documentation, eligibility questions, policy updates, and next steps within the scope of licensure and company procedures
•    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

QUALIFICATIONS
•    Associate’s degree in business administration, Insurance, or a related field preferred
•    Minimum of 3-5 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; required within the company-designated timeframe after hire. Candidates who do not currently hold the license must obtain it within the required timeframe after hire. The company will provide paid study time and cover the cost of the licensing exam.
•    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
•    Bilingual (English/Spanish) proficiency is preferred but not required
•    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
 

PHYSICAL REQUIREMENTS
Prolonged periods of sitting at a desk and working on a computer. Moderate to significant amount of stress in meeting deadlines and dealing with day-to-day responsibilities. Must be able to drive a vehicle and daytime/overnight travel as required.

BENEFITS
401K (4% Match, Immediate Vesting) 
Accident insurance
Competitive salary
Critical Illness Insurance
Dental Insurance
Employee Assistance Program
Flexible Spending Account
Health & Wellness Program
Health Savings Account
Life & AD&D Insurance
Long Term Disability
Medical Insurance
Paid Time Off
Pet Insurance
Short Term Disability
Vision Insurance 

PRE-EMPLOYMENT SCREENING
Drug Screen and Background Check Required

HEALTHONE IS AN EQUAL OPPORTUNITY EMPLOYER
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status, or any other status protected by state or federal law.