HealthOne Agency Specialist

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 PURPOSEThe 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 AgencyServes 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 communicationManages 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 updatesEnsures compliance with confidentiality, data protection, and industry regulations
•     Oversees scheduling of appointments, meetings, and communications to optimize Agency operationsHandles 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 paymentsEnsures data is accurately processed into appropriate systems for tracking and reporting purposes
•     Assists with preparing reports, tracking renewals, and monitoring insurance claims and policy statusProvides administrative support to insurance agents and brokers, including data entry, document preparation, and maintaining client files
•     Maintains regular and predictable attendanceConsistently demonstrates compliance with HIPAA regulations, professional conduct, and ethical practice
•     Works to encourage and promote Company culture throughout the organizationOther duties as may be assigned

QUALIFICATIONS

•     Associate’s degree in business administration, Insurance, or a related field preferredMinimum 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 preferredFamiliarity 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 environmentExcellent 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 quicklyStrong attention to detail and accuracy, with the ability to handle confidential information

PHYSICAL REQUIREMENTSProlonged 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 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 SCREENINGDrug Screen and Background Check Required

HEALTHONE IS AN EQUAL OPPORTUNITY EMPLOYERAll 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.