Job Title: Licensed Healthcare Insurance Broker / Account Manager
Job Summary:
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. In this role, you will assist individuals and small groups with health and
dental plans, maintain regulatory compliance, and oversee essential financial tracking.
Will oversee finances for the Rome College Foundation, which is a 5013c the Chamber
is the administrator for, and produce scholarship reports at monthly meetings or as
needed.
Job Details
● Job Type: Part-time (20 hours per week)
● Compensation: $22.00 – $25.00 per hour
● Work Location: Hybrid (On-site a couple of days per week, work from home 1
day per week) At employers discretion and after properly trained.
Key Responsibilities
Client Enrollment & Support
● Manage Enrollments: Onboard new groups and individuals, processing all
necessary paperwork accurately and submitting it to carriers.
● Marketplace Guidance: Assist potential and existing clients with navigating the
NY State of Health Marketplace.
● Daily Support: Serve as the primary point of contact for health subscribers to
troubleshoot and resolve daily coverage issues.
● Annual Open Enrollment: Guide clients through plan adjustments and rate
changes from October 7th to January 31st, covering Medicare Advantage,
Small Group, Individuals and Dental.
● Event Coordination: Lead and host the annual Open Enrollment meeting in
November alongside regional insurance representatives. [1]
Billing, Accounts Receivable & Financial Tracking
● Quarterly Invoicing: Generate and send quarterly invoices.
● Account Reconciliation: Reconcile and pay monthly health insurance bills.
● Direct Payments & Bookkeeping: Monitor direct payments.Our Business is Helping Your Business
143 W. Dominick Street ~ Rome, NY 13440
Ph (315) 337-1700 ~ Fax (315) 337-1715
● Log all income into QuickBooks and internal databases.
● Collections (A/R): Conduct outreach on overdue accounts. 1]
● Commission Tracking: Monitor and document insurance commissions.
● Banking Operations: Prepare and execute physical bank deposits and maintain
an accurate accounting journal.
Compliance & Administration
● License Maintenance: Maintain an active Health Broker license in NY State,
completing the required 16 hours of continuing education every 2 years.
● Agency Compliance: Ensure continuing education standards are met to protect
both personal and RACC Agency licensure.
● Data Security & HIPAA: Strictly adhere to HIPAA and NY State insurance laws
by filing all sensitive subscriber paperwork in physical locked cabinets.
● Database Management: Keep the billing database updated with all plan
changes to ensure seamless new-year billing cycles.
Qualifications & Skills
● Licensure: Active New York State Health Broker License (Required).
● Certification: Active certification with the NY State of Health Marketplace (or
willingness to obtain immediately upon hire).
● Software: Proficiency in QuickBooks and standard database management
software.
● Experience: Proven experience selling health insurance, handling health
insurance billing, open enrollment cycles, or insurance collections.
● Skills: Exceptional organizational habits, strong communication skills for A/R
phone calls, and absolute discretion regarding confidential medical/financial data
Please send resume to Bruce Hairston at [email protected]
Pay: $22.00 - $25.00 per hour
Benefits:
Work Location: Hybrid remote in Rome, NY 13440
