Operations Support Specialist

healthplanone; Shelton (CT); Hybrid; USD 42,000 - 54,000; Full time

Job summary

HealthPlanOne is hiring for an Enrollment Support Specialist to help ensure customers are enrolled in the right health plans. You will reconcile application statuses, update records, and collaborate with agents and carriers to confirm enrollment data.

The role requires a high school diploma, strong Excel and CRM skills, and excellent communication. Night shift coverage may be required at times, with a hybrid office-based work arrangement.

Qualifications

• Experience in sales or client services role is required.
• Familiarity with Medicare rules and plans is preferred.
• Strong written and verbal communication skills are essential.

Responsibilities

• Assist with insurance application status reconciliation to ensure customers are enrolled in plans.
• Update customer records with new information related to applications and accounts.
• Collaborate with agents and carriers to verify enrollment status and gather missing data.
• Troubleshoot enrollment and quoting platform issues; provide data when needed.
• Support internal teams by supplying data and performing data checks.
• Run nightly checks of the enrollment system to ensure data accuracy.
• Assist with additional duties as assigned.

Skills

Customer service

Communication

Multitasking

Time management

Independent worker

Team collaboration

Phone skills

Night shift availability

Education

High School diploma or equivalent

Tools

Excel

CRM systems

Databases navigation

Job description

HealthPlanOne's mission is to help people find the right health insurance at the right price, so they live healthier lives. We are committed to making the shopping process simpler. Our mission has never been more important than it is today.

Supervisory Responsibilities

None

Duties/Responsibilities

• Assist with insurance application status reconciliation to ensure customers are enrolled in plans intended
• Update customer records with any new information pertaining to application status, changes to account, etc.
• Work with agents and carriers to ensure proper enrollment status, as well as locating any missing information
• Assist with resolution for any enrollment and quoting platform issues that may arise
• Partner with different internal teams to provide/examine necessary data, as well as providing assistance when needed
• Monitor internal enrollment platform and nightly processes to ensure accurate data
• Staggered nightly checks to ensure enrollment data is accurate, as well as making updates where necessary
• Perform other related duties as assigned

Required Skills/Abilities

• High School diploma or equivalent
• 1 year in a sales or client services-oriented support role
• Proficient in Excel
• Capable of navigating data bases, CRM systems
• Ability to work on multiple screens
• Knowledge of Medicare
• Excellent verbal and written communication skills
• Must be self-directed and able to work well independently as well as part of a team
• Strong time management and organization skills
• Ability to handle multiple projects and shift priorities as necessary
• Extensive phone skills, phone experience
• Ability to provide coverage at night during certain times throughout the year

Preferred Skills/Abilities

• 1+ years Medicare Insurance carrier experience

Physical Requirements

• Must be able to remain in a stationary position (e.g., sitting or standing) for extended periods of time, typically in a cubicle environment (constant noise, fluorescent overhead lighting)
• Frequent use of a computer, dual monitors, keyboard, mouse, and other standard office equipment such as a telephone, copier, and printer.
• Must be able to communicate effectively, including exchanging information in person, in writing, by telephone, email or video conferencing.
• Visual and auditory acuity required to perform job duties effectively, including reading, writing, and interpreting information on screens or in print.
• Hand dexterity, fine motor skills needed to operate a keyboard and mouse efficiently
• Reach with hands and arms occasionally

For Hybrid Roles

• Must be able to commute to an office setting as required, which may include walking short distances and navigating an office environment.
• Occasionally moves about the office to access files, office machinery, and meet with others.

Equal Employment Opportunity (EEO) is a fundamental principle at HealthPlanOne, where employment is based upon personal capabilities and qualifications. HealthPlanOne does not discriminate because of actual or perceived sex, sexual orientation or preference, gender identity, gender, transgender, race, color, religion, national origin, creed, citizenship status, ancestry, age, marital status, pregnancy, childbirth or related medical conditions, medical conditions including genetic characteristics, mental or physical disability, military and veteran status, or any other protected characteristic as established by law. HealthPlanOne requires the necessary drug testing and background checks as part of our pre-employment practices. If you need assistance or an accommodation due to a disability, please contact us to request accommodation at [e-mail]