[Hiring] Broker Operations Specialist @Sanabenefits
Mar 21, 2025 - Sanabenefits is hiring a remote Broker Operations Specialist. 💸 Salary: unspecified. 📍Location: USA.
Role Description
As our Broker Operations Specialist, you'll be at the center of our broker relationships—the vital connections that help us bring our innovative solutions to more businesses.
- Manage daily broker communications, monitoring inboxes for RFPs, AOR changes, and miscellaneous broker service inquiries.
- Execute Agent of Record (AOR) changes and broker appointments, ensuring proper tracking and documentation.
- Maintain Brokerage & Producer records in Salesforce.
- Support broker firm and producer changes related to AOR transitions, mergers, and acquisitions.
- Ensure accuracy and completeness of RFP submissions, coordinating with Account Executives to facilitate timely quoting.
- Provide first-line customer support to brokers regarding commissions, appointment paperwork, and RFP status.
- Work closely with Sales, Underwriting, and Customer Success teams to ensure operational efficiency.
- Collaborate with the Senior Broker Operations Specialist on process improvement initiatives as needed.
Qualifications
- Undergraduate degree in business, healthcare, or a technical field.
- Strong organizational and communication skills.
- Experience using Salesforce, Gmail, and Excel.
- Ability to manage multiple projects and maintain attention to detail.
- Customer-focused with a problem-solving mindset.
- Comfortable working independently while collaborating with cross-functional teams.
Company Description
Sana is a modern health plan solution for small and medium businesses. We use a more efficient financing structure and integrated technology solutions to cut out wasteful spending and get members access to better quality care at lower cost.
- Founded in 2017
- Experienced team of engineers, designers, and health system operators
- Financial backing from Silicon Valley venture firms and innovative reinsurance partners
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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
|
Salary
💸
unspecified
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Mar 21, 2025
|
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
