Insurance Product Specialist/Trainer

Job Description

Job Description

Deliver expert guidance and operational support to agents for ACA and supplemental products , ensuring compliant eligibility and enrollment processes, improving retention, and driving higher service quality and production results.

Profile

• Education in Business Administration, Insurance, Finance, Healthcare, or related fields.
• Minimum 3 to 5 years of experience working with ACA and Ancillary products.
• Experience training, coaching, and motivating teams in both in-person and virtual (Zoom) environments.
• Bilingual in English and Spanish.
• Strong knowledge of ACA regulations, enrollment periods (OEP and SEP), and eligibility criteria.
• Experience with ancillary products, including:
• Dental
• Vision
• Hospital Indemnity
• Accident
• Critical Illness
• Life (individual and/or group)
• Proficiency with enrollment and management platforms, including:
• HealthSherpa
• Carrier portals (Ambetter, Oscar, Aetna, Molina, etc.)
• Intermediate to advanced proficiency in Microsoft Office , especially Excel .
• Strong analytical skills for reviewing eligibility, subsidies, premiums, and retention metrics.
• Excellent communication skills with agents, carriers, and clients.
• High attention to detail and strong regulatory compliance standards ( CMS & HIPAA ).

Key Responsibilities

• Assist, train, and provide ongoing support to agents in ACA and Ancillary processes, including eligibility criteria and Special Enrollment Periods (SEP).
• Plan and deliver weekly training sessions on products and processes to support agent development and professional growth.
• Efficiently manage changes, updates, and critical cases during high-volume periods.
• Provide strategic support for cross-selling Ancillary products, contributing to higher retention and increased customer value.
• Resolve issues with carriers and ensure timely follow-up on pending cases through resolution.
• Stay continuously updated on ACA regulatory changes and CMS guidelines, ensuring full compliance.
• Design, coordinate, and execute internal events that promote agent engagement, collaboration, and motivation.
• Actively support the recruitment and onboarding of new agents, contributing to the organization’s sustainable growth.

Key Competencies

• Strong organizational skills with the ability to manage multiple cases simultaneously.
• Agent-focused service mindset.
• Analytical thinking and problem-solving abilities.
• Ability to perform under pressure during peak seasons ( OEP/SEP ).
• Professional ethics and strict confidentiality.

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance