Broker Operations Specialist

As a Broker Operations Specialist at Sana, your main responsibilities include managing broker communications, executing AOR changes, and processing RFPs. You'll ensure that all transactions are tracked accurately in Salesforce and provide first-line customer support to brokers. This role demands significant attention to detail and the ability to handle multiple projects efficiently, as you will collaborate closely with cross-functional teams to ensure seamless operations.

To be considered for the Broker Operations Specialist position at Sana, you should have an undergraduate degree in business, healthcare, or a technical field. Strong organizational and communication skills are vital, along with experience in Salesforce, Gmail, and Excel. Candidates should also possess a customer-focused mentality and problem-solving skills to handle various broker-related inquiries effectively.

The Broker Operations Specialist role at Sana is pivotal in facilitating strong broker relationships, which directly impacts our mission to simplify healthcare access. By managing daily communications and ensuring accurate processing of AOR changes and RFPs, you help deliver our innovative solutions to small businesses, making it easier for them to navigate their healthcare options.

The position of Broker Operations Specialist at Sana has a clear growth trajectory. While initially focused on operational tasks, you'll have opportunities to collaborate with senior team members on process improvements and move towards a Senior Broker Operations Specialist role. Continuous support and skill development are integral to career advancement within the organization.

The salary range for a Broker Operations Specialist at Sana is targeted between $55,000 and $70,000 per year. This base compensation may vary based on individual experience and expertise, and it is complemented by equity options, making it a competitive package in the health plan landscape for small and medium businesses.

During an interview for the Broker Operations Specialist position, emphasize your previous experience handling communications with brokers. Discuss specific tools you've used, such as email or customer relationship management systems, and how you prioritized inquiries to ensure timely responses.

When answering this question, outline your systematic approach to reviewing RFPs. Mention double-checking documentation, collaborating with relevant teams, and establishing clear deadlines to ensure that all submissions are accurate and complete.

Interviewers ask this to gauge your organizational skills. Share examples of how you manage your time effectively, prioritize tasks, and utilize tools like calendars or project management software to ensure nothing falls through the cracks.

Highlight any previous roles where you've used Salesforce for tracking communications and maintaining records. Explain how familiar you are with specific features that help streamline operations, especially related to broker appointments and documentation.

Discuss your understanding of AOR changes and the importance of precise documentation. You can explain your planned steps: verifying all necessary information, coordinating with brokers for any gaps, and setting up an organized system in Salesforce for tracking.

In your response, identify critical skills such as strong organization, attention to detail, effective communication, and problem-solving abilities. Provide examples of how these skills have been beneficial in your past experiences.

This question allows you to demonstrate your proactive approach. Describe a specific instance where you identified a bottleneck in processes and led efforts to enhance efficiency, ideally aligning it with duties relevant to the Broker Operations Specialist position.

Explain how you prioritize the needs of brokers and clients in your role. Share examples of how you've actively listened to their concerns or feedback, and made adjustments to improve their experience with your service.

This is your chance to express your passion. Share your personal motivations, such as the desire to help others, improve healthcare accessibility, or contribute to innovative solutions that benefit small businesses.

Discuss your experiences and strategies for staying organized and connected while working remotely. Highlight any successful remote collaboration experiences to assure interviewers that you thrive in a distributed team environment.