Additional Information
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 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 HealthOne Agency Specialist will work to grow relationships and the Agency's book of business with insurance carrier partners. The position works closely with internal departments ensuring effective communication on processes with enrollments, payments, commissions and other related activities with insurance carriers.
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
Healthonellc · Dalton, GA