Texas Licensed Broker Specialist

Job Summary

A company is looking for a Broker Operations Specialist to assist clients in selecting health insurance plans and enhance the broker support function.

Key Responsibilities

• Assist clients in evaluating and selecting health insurance plans, providing expert knowledge on benefits and coverage options
• Act as a liaison between clients and insurance carriers to resolve coverage issues and ensure smooth enrollment experiences
• Conduct regular check-ins with clients to assess satisfaction and guide them through the renewal process

Required Qualifications

• Active broker health insurance license
• 3-5 years of experience in customer success, account management, or similar roles in the healthcare or insurance sectors
• Proven ability to manage multiple accounts and projects in a fast-paced environment
• Proactive and growth-minded approach with resilience in a dynamic workplace
• Experience managing critical periods such as Open Enrollment