Join us in creating a better way!
At eHealth, our mission is to expertly guide consumers through their health insurance and related options when, where, and how they prefer. We’re creating a better way – one that’s transparent and trustworthy for both our consumers externally and our employees internally.
Move your career forward while connecting countless people to the life- changing, quality care they deserve. Our diverse team of innovators supports one another in solving some of the toughest challenges. We’re always on the lookout for creative opportunities to do right by our customers, and each other. Together, we’re creating a better way to work, united by our common passion to make a difference.
The ISA Operations Specialist serves as the primary training and support resource for Independent Sales Advisors (ISAs) with respect to eHealth’s agent software platform. Reporting to the ISA Project Manager, this role is responsible for facilitating ISA proficiency with eHealth tools, troubleshooting software, and optimizing processes between departments.
What you’ll do:
-
Sales Platform Support:
-
Provide information on system navigation and troubleshooting workflow.
-
Act as back-office experts, offering guidance on utilizing systems and being the first resource for IT and call-related issues.
-
-
Cross-Departmental Collaboration & Process Optimization:
-
Partner with Sales Excellence to refine training materials for the agent software platform.
-
Identify opportunities to enhance training effectiveness and delivery.
-
Provide strategic feedback to project managers on the impact of training and ISA engagement.
-
Develop and maintain standardized workflows.
-
-
Licensing & Onboarding Support:
-
Assist ISAs with licensing and onboarding processes to ensure a smooth transition into a ready-to-sell state.
-
Respond to ISA inquiries regarding licensing requirements and system navigation.
-
Work with Licensing to refine onboarding and non-resident licensing workflows.
-
-
Compliance:
-
Track compliance notices and ensure ISAs complete carrier remediation requirements.
-
Assist with compliance investigations and collaborate with Sales Leadership and Compliance teams.
-
-
Sales Capacity & Communication:
-
Communicate high-volume sales periods to ISAs and stakeholders.
-
Work closely with the S&OP team to optimize resource allocation during peak times.
-
-
Demonstrate eHealth’s values in your behaviors, practices, and decisions.
Who you are:
-
You have 2+ years of experience in sales operations or Medicare.
-
You have strong knowledge of sales techniques, licensing, and compliance processes.
-
You have excellent communication, troubleshooting, and presentation skills.
-
You are customer-centric with strong attention to detail
-
You have previous experience in a coordinator or administrative role
-
You have experience in a regulated industry preferred.
What we offer:
-
Generous benefits include medical, dental and vision beginning on your first day of employment
-
401K with matching
-
Tuition reimbursement
-
Employee stock purchase program
-
12 company paid holidays and flexible time off (PTO for non-exempt)
*Please note the above is a summary of responsibilities; a full job description is available upon request.
-
The base pay range reflects the anticipated pay range for this position. The actual base pay offered will depend on various factors including individual skills, experience, performance, qualifications, the department budget, and the location where work is performed. Base pay is one component of eHealth’s total rewards package, which also includes an annual performance bonus, plus an array of benefits designed to support employees’ personal and professional wellness. For more information on our total rewards offerings, please visit our career site.
-
Base Pay Range -$65,300 - $81,600
-
eHealth is an Equal Employment Opportunity employer. It is our policy to provide equal opportunity to all employees and applicants and to prohibit any discrimination because of race, color, religion, sex, national origin, age, marital status, sexual orientation, genetic information, disability, protected veteran status, or any other consideration made unlawful by applicable federal, state or local laws. The foundation of these policies is our commitment to treat everyone fairly and equally and to have a bias-free work environment.
eHealth, Inc. Santa Clara, California, USA Office
2625 Augustine Dr, Second Floor, Santa Clara, CA, United States, 95054
Similar Jobs
What you need to know about the San Francisco Tech Scene
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
