Operations Coordinator, Medicare & Individual Health

HUB International; Cincinnati (OH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

HSA funding

401k matching

Life insurance

Wellness program

Generous PTO (Vacation, Holiday, Sick,

Personal Time Off

Job summary

HUB International Limited is seeking an Operations Coordinator for Medicare and Individual Health Insurance to manage day-to-day operations across sales, service, compliance, finance, and carrier partners. This role requires strong organizational and analytical skills in a fast-paced environment.

You will handle policy management, enrollment processing, and auditing, reconcile commissions, and maintain data integrity in cross-functional teamwork to support business goals.

Qualifications

• 2+ years of experience in health insurance operations or a related role.
• Experience with commission reconciliation, financial auditing, or revenue reporting.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Strong organizational and analytical skills with the ability to manage multiple priorities and deadlines.
• Excellent written and verbal communication skills; interacts with agents, carriers, compliance, and finance partners.
• Bachelor’s degree preferred or equivalent experience.

Responsibilities

• Operational Support & Workflow Management across Enrollment and service requests.
• Create and maintain accurate client records in all systems.
• Resolve enrollment discrepancies and status issues promptly.
• Organize department folders to improve accessibility and audit readiness.
• Assist in reviewing monthly activity to identify missing or mis-posted commissions.
• Report missing commissions and overrides to carriers; document and track to resolution.
• Update commission schedules annually to reflect current agreements.

Skills

Health insurance operations

Commission reconciliation

Organizational skills

Analytical skills

Communication skills

Education

Bachelor’s degree in Business Administration, Healthcare Management, Finance, or related field

Tools

Microsoft Office Suite

Job description

ABOUT HUB

HUB International Limited ("HUB") is the one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.

COMPENSATION & BENEFITS

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off

Great work/life balance because that’s important for all of us! Focus on creating a meaningful environment through employee engagement events. The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! Growth potential - HUB is constantly growing and so can your career! A rewarding career that helps local businesses in the community Strong community support and involvement through HUB Gives

SUMMARY

The Operations Coordinator for Medicare and Individual Health Insurance is a multifaceted role responsible for the day-to-day operations of the Medicare and Individual health insurance lines of business. This position serves as a central point of coordination across sales, service, compliance, finance, and carrier partners. Key responsibilities span policy management, commission reconciliation, HOUSE account auditing and ongoing system and data integrity initiatives. The ideal candidate is highly organized, analytically minded, and detailed-oriented, thriving in a fast-paced, cross-functional environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Operational Support & Workflow Management:
• Manage and track enrollment applications, policy changes, and service requests across Agency Book of Business
• Create and maintain accurate client records in all client management systems
• Resolve application discrepancies, pending items, and enrollment status issues in a timely manner
• Continuously update and reorganize Department folders to improve accessibility, workflow efficiency, and audit readiness in alignment with departmental goals
• Commission & Financial Reconciliation:
• Assist the Operations Manager in reviewing monthly activity reports to identify missing or mis-posted commissions on a quarterly basis
• Report missing commissions and overrides to Carriers on a semi-annual basis, ensuring all discrepancies are documented and tracked to resolution
• Update commission schedules per carrier on an annual basis to reflect current compensation agreements

QUALIFICATIONS

• 2+ years of experience in health insurance operations, or a related insurance coordination role preferred.
• Experience with commission reconciliation, financial auditing, or revenue reporting in an insurance or financial services environment.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Strong organizational and analytical skills with the ability to manage multiple priorities and meet strict enrollment, financial reporting, and compliance deadlines.
• Excellent written and verbal communication skills; comfortable interacting with agents, carriers, compliance teams, and finance partners.
• Bachelor’s degree in business administration, Healthcare Management, Finance, or a related field preferred, or equivalent experience.

DEPARTMENT OFFICE ADMINISTRATION & CLERICAL

• Required Experience: 1-2 years of relevant experience
• Required Travel: Negligible
• Required Education: College diploma (3-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-VERIFY PROGRAM

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HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.