Broker Concierge Sales and Service Associate II

CareSource

. Serve as a dedicated operational advocate for CareSource's highest performing brokers, agencies, and FMOs .

Posted 11/6/2026full-timeRemote • Ohio • United StatesMid-Level💰 $41,200 - $66,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer service and sales support, with a strong focus on resolving complex enrollment issues and providing personalized assistance to brokers and members. Proficient in maintaining regulatory compliance and utilizing various tools to enhance operational efficiency.

Highest-signal resume keywords

Customer Service ExperienceSales SkillsRegulatory KnowledgeStrong Communication SkillsCritical Thinking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Typing Speed of 35 WPMComputer Proficiency in WindowsData ExtractionEnrollment ProcessingProblem Solving

Soft Skills

AdaptabilitySelf-ManagementTime ManagementConfidencePositivity

Tools & Technologies

General Office EquipmentTelemarketing ToolsHealth Plan PortalsInternal Reference Materials

Certifications & Qualifications

Current State Insurance License in Accident and HealthCertification from the Health Insurance Marketplace

Industry Keywords

Healthcare ExchangeCommercial InsuranceBroker SupportEnrollment ObjectivesCompliance to ODI and CMS

About the role

Key responsibilities & impact

Serve as a dedicated operational advocate for CareSource's highest performing brokers, agencies, and FMOs
Provide high-touch, personalized support by owning complex pre- and post-enrollment issues through final resolution
Research and resolve broker enrollee issues, focusing on first-call resolution or ongoing case management
Collaborate virtually with various departments to resolve member issues and broker escalations
Complete broker-related research, fulfillment, and inquiry requests efficiently and timely
Access and extract data from primary and secondary sources in various formats
Research ancillary vendors, third-party systems, health plan sites, portals, internal reference materials, and custom tools to identify information accuracy and root causes
Process aging inventory of broker/member requests through full resolution
Work with business owners to identify root causes and resolve member barriers
Use benefit coverage resources, tools, and materials to respond accurately to member inquiries
Log broker interactions in appropriate databases for tracking and analysis
Troubleshoot escalated member-related issues reported by brokers
Conduct follow-up calls for dental, pharmacy, and other benefit inquiries, including processing pharmacy overrides and rejections
Assist prospective members with selecting and enrolling in CareSource exchange health plans
Educate members on benefits, services, premiums, co-pays, and coinsurance
Answer Healthcare Exchange inquiries and assist with enrollment applications
Serve as a subject matter expert on CareSource exchange healthcare plans and product lines
Perform other related duties as requested

Requirements

What you’ll need

High School or GED required
Three (3) years of customer service, sales support or other related experience required
Commercial insurance sales experience preferred
Computer proficiency with knowledge and experience in a Windows environment
Typing speed of 35 words per minute (WPM)
Maintain regulatory knowledge for compliance to ODI, CMS, and CareSource requirements
Strong written and verbal communication skills
Professional phone etiquette
Proper use of grammar
Ability to work in a fast paced environment
Adaptable to a constantly changing environment
Customer service experience
Solid self-management and time management skills
Ability to work effectively independently and within a team environment
Critical thinking and listening skills
Decision making and problem solving skills
Demonstrates confidence and positivity
Sales skills to meet enrollment objectives
Professional telemarketing skills
Current, unrestricted State Insurance license in Accident and Health in state of practice within state(s) of assigned territory may be required or ability to achieve license(s) within 30 days of hire preferred
Certification from the Health Insurance Marketplace and annual recertification each year thereafter preferred for Federally-Facilitated Marketplace states
General office environment; may be required to sit or stand for extended periods of time
Required to use general office equipment such as a telephone, photocopier, fax machine, and computer

Benefits

Comp & perks

Bonus tied to company and individual performance may be available
Substantial and comprehensive total rewards package
Remote work arrangement
Travel is not typically required