CRM Plan Associate at Healthplanone in Trumbull, Connecticut

Job Description:

HealthPlanOne's mission is to help people find the right health insurance at the right price, so they live healthier lives. We are committed to making the shopping process simpler. Our mission has never been more important than it is today.



The CRM/Plan Associate works with the CRM/Plan Administrator to help with support, maintenance and functioning of our internal CRM database. This role will also assist the CRM Plan Administrator with the carrier plan builds in our internal plan systems within HPONE. This role will also partner with QA to ensure that plans are properly displayed within the systems.



Supervisory Responsibilities:

• None

• Acts as an associate to the administrator of the CRM database, including the creation and maintenance of workflows, custom fields and reports


• Assist in analyzing and document issues within the CRM and provide updates to users


• Assist in uploading Excel templates within the CRM


• Assist in compiling all new plans (first looks) that come in from the carriers and partner with the carrier relation team to obtain any first look HPONE did not receive automatically


• Assist in building appropriate templates for each new individual carrier plan and work with HPONE's Tech team to ensure that templates are properly loaded into internal systems


• Validate and initial QA plan data information from plan provider


• Attend and participate in HPONE Tech releases that pertain to CRM changes and carrier plan changes. Perform UAT acceptance for these items in release


• Partner with the Tech QA team on regular QA projects with regards to carrier plans properly showing within HPONE's systems. Corrections needed that are identified are communicated to CRM/Plan Administration for template updating


• Assist in managing the Quote Tool Email which includes monitoring/trouble shooting issues that come through from agents with regards to carrier plan issues and access issues within the Quote Tool


• Be present in Quote Tool Teams Chat to help identify possible issues or provide education/direction to sales supervisors on quick issue resolution for agents with plan issues


• Act as a backup in monitoring RTE enrollments and trouble shoot enrollment issues within system


• Act as a backup in carrier reconciliation/follow up process


• Performs other related duties as assigned

• High School Diploma or equivalent


• One year Medicare Insurance carrier experience preferred

• Advanced Excel experience including VLOOKUP/XLOOKUP, pivot tables, and basic formulas


• Capable of navigating data bases, CRM systems


• Strong attention to detail, highly organized


• Ability to meet deadlines in a dynamic environment


• Strong written and verbal communication skills

• Must be self-directed and able to work well independently as well as part of a team


• Strong time management and organization skills


• Ability to multitask

• Bachelor's degree