Broker Concierge Solutions Specialist II

CareSource; Ohio; Hybrid; USD 41,000 - 66,000; Full time

Job summary

CareSource is seeking a Broker Concierge Sales and Service Associate II to advocate for top brokers, agencies, and FMOs. You will own complex pre- and post-enrollment issues and provide high-touch support through final resolutions, collaborating across departments to ensure accurate problem solving.

Responsibilities include data extraction, root-cause analysis, and timely follow-ups. A strong emphasis is placed on customer service, regulatory compliance, and continuous improvement in a

Qualifications

• Customer service experience required.
• Three years of customer service or sales support experience.
• Commercial insurance sales experience preferred.

Responsibilities

• Resolve pre- and post-enrollment broker issues with high first-call resolution.
• Log broker interactions in databases for tracking and analysis.
• Provide ongoing, data-driven support to brokers, agencies, and FMOs.

Skills

Customer service

Sales support

Insurance knowledge

Windows proficiency

Typing 35 wpm

Phone etiquette

Problem solving

Education

High School or GED

Associates degree preferred

Tools

Windows

Job description

CareSource is seeking a Broker Concierge Sales and Service Associate II to advocate for top brokers, agencies, and FMOs. You will own complex pre- and post-enrollment issues and provide high-touch support through final resolutions, collaborating across departments to ensure accurate problem solving.

Responsibilities include data extraction, root-cause analysis, and timely follow-ups. A strong emphasis is placed on customer service, regulatory compliance, and continuous improvement in a