Agent Intake Specialist

| Chicago
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GoHealth is looking for an Agent Intake Specialist who will be responsible for processing and maintaining agent contracts. In this role, you will be responsible for developing and maintaining strong relationships with agency partners and will be committed to supporting each agency's growth. 

Responsibilities:

  • Manage onboarding of new agency partners
  • Review and process agent documentation, including W9 forms, banking information, and agent agreements
  • Submit agent appointment paperwork to carriers, update internal database, and monitor statuses of appointments
  • Work proactively to communicate updates, appointment summaries, missing information, and other relevant information to agency partners on a regular basis
  • Serve as an expert on agent appointments and understand all carrier requirements
  • Perform routine data entry and other office support in a timely and accurate manner
  • Other ad hoc projects as requested

Skills and Experience:

  • Associates Degree, Bachelors Degree or previous related work experience required 
  • Account Management, Customer Success or other experience in a customer facing role highly preferred.
  • High level of detail orientation and organizational skills 
  • Intermediate knowledge of MS Office 
  • Ability to handle sensitive information in a professional manner

Benefits and Perks: 

  • Open vacation policy
  • 401k program with company match
  • Medical, dental, vision, and life insurance benefits
  • Flexible spending accounts
  • Subsidized gym memberships
  • Commuter and transit benefits
  • Professional growth opportunities
  • Casual dress code
  • Generous employee referral bonuses
  • Happy hours, ping-pong tournaments, and more company-sponsored events
  • GoHealth is an Equal Opportunity Employer
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • Google AnalyticsAnalytics
    • IllustratorDesign
    • ConfluenceManagement
    • JIRAManagement
    • WordpressCMS
    • HubSpotCRM
    • MailChimpEmail
    • MarketoLead Gen

Location

Our company is in the River North area with plenty of coffee shops and restaurants. GoHealth is near the Chicago Brown line and bus stops close by.

What are GoHealth Perks + Benefits

Culture
Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Someone's primary function is managing the company's diversity and inclusion initiatives
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide 6 weeks of paid recovery time for new mom's and two weeks of bonding time to all new parents.
Flexible Work Schedule
Family Medical Leave
Company sponsored family events
Acme co. sponsors family oriented events Semi-annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Pet Friendly
Acme Co.'s pet policy is Occasional bring your pet to work days.
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Acme Co. offers employees professional development opportunities like The ability to attend job related conferences and seminars.
Lunch and learns
Acme Co. hosts lunch and learn meetings once per quarter.
Cross functional training encouraged
Promote from within
Mentorship program
Our mentorship program includes Cross-department program.
Customized development tracks

Additional Perks + Benefits

Happy hours, ping-pong tournaments, and more company-sponsored events. Gym Membership Subsidies
Company Sponsored Health & Wellness Initiatives. Employee Referral Bonuses. Open Vacation Policy.

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