Demo

Licensed Enroller – ACA Health Insurance

Premier Secure Insurance Solutions
Boca Raton, FL Full Time
POSTED ON 4/20/2025
AVAILABLE BEFORE 5/16/2025

Position Summary :

We are seeking a detail-oriented and customer-focused Licensed Enroller to join our team. Your primary responsibility will be enrolling pre-qualified leads into ACA-compliant health insurance plans using information provided by our field team. Additionally, you will assist with Agent of Record (AOR) changes through phone or email communication and work directly with customers to obtain missing information when required. This role is vital in ensuring customers receive access to affordable healthcare while maintaining compliance with ACA regulations.

Key Responsibilities :

Enrollment Process :

  • Enroll pre-qualified leads provided by the field team into ACA health insurance plans via HealthSherpa or other approved platforms.
  • Verify the accuracy and completeness of customer information before proceeding with enrollment.
  • Communicate directly with customers via phone or email to obtain missing or additional information to complete applications.
  • Assist customers with Agent of Record (AOR) changes, ensuring updates are processed accurately and efficiently.
  • Guide customers through the enrollment process, providing clear instructions and answering questions.

Compliance & Accuracy :

  • Ensure all enrollments and AOR changes comply with ACA regulations and company policies.
  • Maintain accurate and detailed records of all interactions and transactions in Salesforce CRM.
  • Safeguard sensitive customer data and adhere to all privacy regulations.
  • Performance & Collaboration :

  • Meet or exceed daily, weekly, and monthly enrollment and quality targets.
  • Collaborate with the field team to address discrepancies in lead information and improve workflows.
  • Participate in ongoing training and team meetings to stay informed about ACA policies, tools, and best practices.
  • Skills & Qualifications :

    Required :

  • Active Health Insurance Licenses .
  • Strong communication skills, including the ability to effectively gather and clarify customer information via phone and email.
  • Familiarity with ACA regulations, enrollment processes, and AOR changes.
  • Experience with Salesforce CRM, HealthSherpa, or similar platforms.
  • High attention to detail and ability to manage sensitive customer data responsibly.
  • Preferred :

  • 1 years of experience in health insurance enrollment or sales.
  • Experience managing AOR changes is a strong advantage.
  • Bilingual (Spanish or another language) is a plus.
  • Work Environment :

  • Location : On-site, Monday–Friday, in Boca Raton, FL.
  • Schedule : Full-time, five days a week.
  • Compensation : Competitive base salary with opportunities for performance-based incentives.
  • Why Join Us?

    Join a dynamic, customer-focused team that provides pre-qualified leads and streamlined processes to help you succeed. Your expertise will ensure customers receive the coverage they need, while you gain opportunities for professional growth and development in a supportive environment

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