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Broker Operations Specialist - Remote

Posted 5 weeks ago
Sales / Business
Full Time
Worldwide

Overview

Sana’s vision is to make healthcare easy. As our Broker Operations Specialist, you'll be at the center of our broker relationships, managing operational tasks with precision and care to facilitate a seamless experience for our members.

In Short

  • Manage daily broker communications and service inquiries.
  • Execute Agent of Record (AOR) changes and broker appointments.
  • Maintain Brokerage & Producer records in Salesforce.
  • Support broker firm changes related to AOR transitions.
  • Ensure accuracy of RFP submissions and facilitate quoting.
  • Provide customer support to brokers regarding commissions and RFP status.
  • Work closely with Sales, Underwriting, and Customer Success teams.
  • Collaborate on process improvement initiatives.

Requirements

  • 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 with attention to detail.
  • Customer-focused with a problem-solving mindset.
  • Comfortable working independently and collaboratively.

Benefits

  • Opportunity for growth to Senior Broker Operations Specialist.
  • Work in a distributed operations team.
  • Contribute to improving healthcare experiences.
Sana Benefits logo

Sana Benefits

Sana Benefits is a modern health plan solution designed specifically for small and medium businesses, founded in 2017. The company aims to simplify the healthcare experience in the U.S. by utilizing a more efficient financing structure and integrated technology solutions to reduce wasteful spending, ultimately providing members with better quality care at lower costs. With a team of experienced engineers, designers, and health system operators, Sana is backed by Silicon Valley venture firms and innovative reinsurance partners. The company is dedicated to making healthcare accessible and easy for its members, fostering a culture of continuous learning and innovation.

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