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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.

Exciting Seasonal Opportunity: OEP Data Entry Specialist at Keystone Advisors LLC

Are you detail-oriented, tech-savvy, and eager to make a difference in people's lives? Join Keystone Advisors LLC as an OEP Data Entry Specialist during the high-energy Open Enrollment Period (OEP) for the Affordable Care Act (ACA)! This seasonal role in Houston, TX, offers a dynamic, fast-paced environment where you'll help individuals and families secure vital health coverage. With a competitive pay rate of approximately $18.00 per hour, a flexible temp W2 classification, and company-paid training to obtain your Health and Life Insurance License, this October-through-January gig is perfect for those seeking impactful, short-term work with long-term career benefits.

Why This Role is an Amazing Opportunity:

Make a Real Impact in Healthcare: Support licensed agents by processing high-volume ACA enrollments with precision, ensuring quick and compliant coverage for clients. You'll reduce administrative burdens, allowing agents to focus on guiding clients through healthcare options.

Boost Your Career with Paid Licensing: No Health and Life Insurance License? No problem! We'll cover the cost of your licensing training, giving you a valuable credential to enhance your resume and open doors in the insurance and healthcare industries.

Hands-On Skill Development: Gain experience with industry-leading platforms like HealthSherpa, Enhanced Direct Enrollment (EDE) systems, and carrier portals. Whether you're new to healthcare or building on existing skills, this role hones your data management, compliance, and multitasking abilities-transferable skills for future opportunities.

Collaborative and Supportive Team: Report to Enrollment Manager Miguel Zancudo in our Technology & Product department. You'll receive comprehensive live training (including licensing support) and participate in brief daily huddles to stay updated on workflows and compliance, fostering a team environment where your contributions shine.

Flexible, Seasonal Work: Enjoy the excitement of peak OEP without year-round commitment. Availability for evenings and weekends during high-volume periods lets you earn extra while fitting this role into your schedule.

Commitment to Excellence and Security: Uphold the highest standards of confidentiality under HIPAA and CMS regulations, protecting consumer data (PII/PHI) and building trust in every task.

What You'll Do (Key Responsibilities):

Accurately enter consumer enrollment data into user-friendly systems like HealthSherpa, EDE platforms, and carrier portals to drive efficient enrollment.

Validate and reconcile data from agents, CRM tools, or intake forms, uploading critical documents (e.g., proof of income, identity) to meet CMS requirements.

Ensure proper plan selection, subsidy eligibility, and tax credit application per Federal Facilitated Marketplace (FFM) guidelines.

Identify and flag incomplete, duplicate, or inconsistent records, routing them for resolution to keep operations running smoothly.

Document key milestones with timestamps for compliance auditing, contributing to audit-ready standards.

Meet daily productivity and accuracy benchmarks set by the Enrollment Manager, thriving in a high-energy, fast-paced environment.

Maintain strict confidentiality and security of all consumer PII/PHI, adhering to HIPAA and CMS regulations.

What We're Looking For (Required Qualifications):

Fast typing skills: 60 words per minute (assessment required).

1+ year of data entry or administrative support experience (ACA or healthcare experience is a plus).

Comfort in high-volume, time-sensitive settings with strong attention to detail, keyboarding, multitasking, and system navigation skills.

Availability for evenings and weekends during peak OEP volume.

No Health and Life Insurance License required-we'll pay for your licensing training!

Familiarity with ACA platforms like HealthSherpa, EDE systems, or carrier portals is a plus.

Bilingual in Spanish/English? That's a fantastic advantage for serving diverse communities!

Ready to jump into a rewarding role that blends technology, healthcare, and meaningful impact? Apply today to join our OEP team and take advantage of company-paid licensing

training to boost your career! Send your resume to [recruitment email or application link]. Spots fill fast for OEP-don't miss out!