What are the responsibilities and job description for the Agent 215 position at UNIVISTA HOLDINGS LLC?
Job Details
Description
The Agent Support Staff will play and important role in assisting our licensed agents with
exceptional service related to a combination of administrative support, agent application and
appointment process, technical assistance, and questions related to ACA and Marketplace
health plans.
Administrative and other Tasks:
- Manage and organize agents’ documentation, including contracts, updating information,
verification of agent’s licenses and required certifications.
- Follow up leads given to agents to ensure leads are being processed in a timely manner.
- Assist with the preparation of marketing materials and agent communications.
- Assist with questions and concerns of agents’ and ensure they have a quick turnaround
on providing answers.
- Schedule training and keep training attendance records.
- Ensure daily upload of all documents to the agent’s file.
- Monitor deadlines for enrollment periods, renewals, and compliance to ensure timely
action.
- Support agents during open enrollment periods and beyond by delivering timely
information and assistance.
- Maintain a collaborative environment by working closely with the agent team and sharing
insights to improve client relationships.
- Stay up to date with health insurance regulations, ACA policies, and enrollment
procedures.
- Participate in training sessions and workshops to enhance knowledge of products and
services.
Qualifications
- High school diploma or equivalent additional education in healthcare or business
administration is a plus.
- Previous experience in customer service, healthcare, or insurance preferred.
- Familiarity with Affordable Care Act and health insurance terminology is an advantage
- Strong verbal and written communication skills.
- Proficient in Microsoft Office Suite and comfortable using CRM and database
management systems.
- Detail-oriented with strong organizational and multitasking abilities.
- Ability to work well in a fast-paced environment and maintain professionalism under
pressure.
Salary : $15 - $17