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Licensed Healthcare Insurance Broker / Account Manager

Rome NY Chamber of Commerce · Rome, NY · 1 wk ago
On-siteBusiness Development$22–$25/hrFull-time

We are seeking a detail-oriented, licensed Healthcare Insurance Broker to manage client accounts, drive open enrollment, and handle day-to-day insurance billing and compliance. This role includes overseeing finances for the Rome College Foundation, a 501(c)(3) administered by the Chamber, and producing scholarship reports for monthly meetings as needed.

About the role

Part-time (20 hours per week), hybrid schedule (on-site a couple of days per week, work from home 1 day per week at employer’s discretion after proper training).

Responsibilities

  • Client Enrollment & Support
    • Onboard new groups and individuals, processing all necessary paperwork accurately and submitting it to carriers.
    • Assist potential and existing clients with navigating the NY State of Health Marketplace.
    • Serve as the primary point of contact for health subscribers to troubleshoot and resolve daily coverage issues.
    • Guide clients through annual open enrollment (October 7th to January 31st) for Medicare Advantage, Small Group, Individuals, and Dental plans.
    • Lead and host the annual Open Enrollment meeting in November alongside regional insurance representatives.
  • Billing, Accounts Receivable & Financial Tracking
    • Generate and send quarterly invoices.
    • Reconcile and pay monthly health insurance bills.
    • Monitor direct payments and log all income into QuickBooks and internal databases.
    • Conduct outreach on overdue accounts (A/R).
    • Monitor and document insurance commissions.
    • Prepare and execute physical bank deposits and maintain an accurate accounting journal.
  • Compliance & Administration
    • Maintain an active Health Broker license in NY State, completing the required 16 hours of continuing education every 2 years.
    • Ensure continuing education standards are met to protect both personal and RACC Agency licensure.
    • Strictly adhere to HIPAA and NY State insurance laws by filing all sensitive subscriber paperwork in physical locked cabinets.
    • Keep the billing database updated with all plan changes to ensure seamless new-year billing cycles.

Requirements

  • Active New York State Health Broker License (Required).
  • Active certification with the NY State of Health Marketplace (or willingness to obtain immediately upon hire).
  • Proven experience selling health insurance, handling health insurance billing, open enrollment cycles, or insurance collections.

Skills

  • Proficiency in QuickBooks and standard database management software.
  • Exceptional organizational habits.
  • Strong communication skills for A/R phone calls.
  • Absolute discretion regarding confidential medical and financial data.

Pay

$22.00 – $25.00 per hour

Schedule

Part-time, 20 hours per week (hybrid).

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