ACA & Ancillary Product Specialist

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
• Proficiency with enrollment and management platforms, including: HealthSherpa and Carrier portals (Ambetter, Oscar, Aetna, Molina, etc.)
• Microsoft Office
• Strong analytical skills for reviewing eligibility, subsidies, premiums, and retention metrics.
• Excellent communication skills with agents.
• High attention to detail and strong regulatory compliance standards (CMS).

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.

Pay: $20.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

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

Work Location: In person