Health Insurance Account Specialist
Overview
You will own client accounts and daily insurance operations at a growing health insurance agency in Dallas. You'll work with agency leadership, manage records, and assist clients with questions. Training covers multiple areas of health insurance, leading to health insurance license certification. This role suits someone seeking a stable long-term career with growth into a key agency member.
What You'll Do8
- 1Manage client accounts and maintain accurate records with CRM and spreadsheet tools.
- 2Answer client questions by phone, text, and email, resolving issues with HIPAA compliance.
- 3Review applications and documentation for accuracy, flagging missing info.
- 4Follow up on outstanding client information, driving cases to closure.
- 5Maintain detailed notes in agency systems for audit readiness.
- 6Support agency leadership with administrative and operational priorities.
- 7Learn health insurance products and procedures, including ACA plans.
- 8Complete training to obtain health insurance license within first 90 days.
Requirements8
- 1High school diploma or equivalent required.
- 2Prior office, insurance, banking, healthcare, or customer service experience preferred.
- 3Health insurance license or insurance experience a plus.
- 4Reliable transportation and consistent attendance required.
- 5Willingness to obtain health insurance license if not already licensed.
- 6Strong professional communication via phone, text, and email.
- 7Detail-oriented with organizational skills for managing multiple accounts.
- 8Comfortable with computers and multiple software systems.
Salary Insight
$46 - $54k per year
Location
Required Skills
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