HealthOne Agency Specialist

Health One Alliance, LLC; Dalton (GA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401K with match

Health Insurance

Paid Time Off

Flexible Spending Account

Wellness Program

Job summary

HealthOne Agency is seeking an Agency Specialist to support day-to-day office operations, manage client and policy records, and coordinate with insurance carriers. The role focuses on accuracy, HIPAA compliance, and exceptional client service in a fast-paced environment.

Responsibilities include processing renewals, handling inquiries, and assisting with billing and commission tracking, while promoting a collaborative company culture. Located in Georgia with onsite expectations.

Qualifications

• Associate’s degree in business administration, Insurance, or a related field preferred.
• 3–5 years of experience in an office administration role, preferably in an insurance or healthcare setting.
• Active Georgia License in Accident/Sickness/Life Insurance preferred.
• 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.

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.

Skills

Organizational skills

Time management

Communication skills

Customer service

MS Office proficiency

CRM systems

Attention to detail

Education

Associate’s degree in business administration, Insurance, or related field

Tools

Microsoft Office Suite

CRM systems

Job description

Job Purpose

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 specialist will work to grow relationships and the Agency’s book of business with insurance carrier partners, and will collaborate with internal departments to ensure effective communication on enrollments, payments, commissions, and other related activities.

Essential Job Duties

• 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

Qualifications

• Associate’s degree in business administration, Insurance, or a related field preferred
• Minimum of 3‑5 years of experience in an office administration role, preferably in a insurance or healthcare setting
• Active Georgia License in Accident/Sickness/Life Insurance preferred
• 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

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 perform 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

Equal Opportunity Employer

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.