Senior Manager, Customer Service
Sesame
Broker Operations Specialist
WriteWise
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- As a foundational Broker Operations Specialist, you'll play a pivotal role in assisting clients with selecting the right health insurance plans, ensuring they navigate their options confidently and efficiently, and working with carriers to mitigate issues during and after enrollment. This position offers a unique opportunity for a knowledgeable professional to shape the broker support function and establish best practices for future growth. Your expertise will be instrumental in driving client satisfaction and contributing to the success of our health insurance offerings.
- Assist individuals and businesses in evaluating and selecting health insurance plans. You will provide expert knowledge on plan benefits, coverage options, and regulatory considerations, empowering clients to make informed choices.
- Support clients during Open Enrollment and qualifying life events, addressing questions and ensuring a smooth enrollment experience.
- Act as a liaison between clients and insurance carriers, resolving coverage issues, claims disputes, and other escalated concerns.
- Conduct regular check-ins with clients to assess their satisfaction, provide updates on plan changes, and identify opportunities for additional support.
- Guide clients through the renewal process, helping them evaluate their options and secure continued coverage.
- Work closely with sales, compliance, and carrier partners to streamline processes, enhance customer experience, and contribute to product improvements.
- You have an active broker health insurance license.
- 3-5 years of demonstrated success in customer success, account management, or similar customer-facing roles, with substantial experience in the healthcare or insurance sectors.
- You deeply care about the customer experience. You have an exceptional ability to build relationships, communicate effectively, and solve problems collaboratively, ensuring customer needs are met with precision and care.
- Proven capability to manage multiple accounts and projects in a dynamic, fast-paced environment, maintaining a high level of organization and attention to detail.
- A proactive, optimistic, growth-minded approach, complemented by the resilience to thrive in a fast-paced and evolving workplace.
- Ability to effectively communicate and work with both technical and non-technical teams.
Requirements
- You have an active broker health insurance license.
- 3-5 years of demonstrated success in customer success, account management, or similar customer-facing roles, with substantial experience in the healthcare or insurance sectors.
- You deeply care about the customer experience. You have an exceptional ability to build relationships, communicate effectively, and solve problems collaboratively, ensuring customer needs are met with precision and care.
- Proven capability to manage multiple accounts and projects in a dynamic, fast-paced environment, maintaining a high level of organization and attention to detail.
- A proactive, optimistic, growth-minded approach, complemented by the resilience to thrive in a fast-paced and evolving workplace.
- Ability to effectively communicate and work with both technical and non-technical teams.
