Job Description

Keystone Advisors Overview

Keystone Advisors is a full-service marketing company aligned with Top Health Insurance Carriers to provide our partners and clients with a broad and competitive portfolio of Insurance Options. We have over 20 years' experience in Insurance marketing while serving our local communities with Medicare, Individual, Group Health, Life, and Annuity products. The foundation of the company and its employees lies in our core values: Customer service, integrity, compassion, tenacity, & being a team player.

Job Purpose 
Work along side Product and Data team to support high-volume data processing by performing accurate and timely system entry into approved systems such as HealthSherpa, Enhanced Direct Enrollment (EDE) platforms, and carrier-specific portals. This role ensures compliance, speed to enrollment, and operational efficiency while reducing agent administrative burden. 

• Enter consumer enrollment data into HealthSherpa, EDE platforms, and/or direct carrier portals. 

• Validate and reconcile data received from licensed agents, CRM tools, or intake forms. 

• Upload supporting documents (e.g., proof of income, immigration, identity) as required by CMS or carriers. 

• Ensure proper plan selection, subsidy eligibility, and tax credit application per FFM guidelines. 

• Flag incomplete, duplicate, or inconsistent records and route back to appropriate teams for resolution. 

• Timestamp and document key milestones for compliance auditing (e.g., attestation, application submitted). 

• Maintain confidentiality and security of all consumer PII/PHI in accordance with HIPAA and CMS regulations. 

• Achieve daily productivity and accuracy on benchmarks as set by the Enrollment Manager. 

• Participate in live training and attend brief daily huddles for updates on workflows and compliance changes. 

REQUIRED QUALIFICATIONS:  

• Can Type 50+ Words per minute (assesment required)

• Health and Life Insurance License a plus but not required 

• 1+ year data entry or administrative support experience (ACA or healthcare preferred) 

• Familiarity with ACA platforms like HealthSherpa, EDE systems, and/or carrier portals a plus 

• Ability to work in high-volume, time-sensitive environments with attention to detail 

• Strong keyboarding, multitasking, and system navigation skills 

• Availability for evenings/weekends during peak OEP volume 

• Bilingual (Spanish/English) a plus but not required 

Additional Information:

This is a seasonal position running from October through January, aligned with the Open Enrollment Period (OEP). As a temporary W-2 role, benefits such as health insurance, PTO, or holiday pay are not included.

While this position does not guarantee permanent employment, top-performing seasonal team members may be considered for future opportunities at Keystone Advisors based on business needs and individual performance.

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