Insurance Administrator Assistant

Job Summary

The Health Insurance Assistant provides administrative and customer service support to the Health Insurance Agent by managing client communications, scheduling appointments, tracking leads, and assisting with day-to-day office operations. This role is essential in ensuring clients receive timely service and that prospective clients are efficiently guided through the sales process.

Hours: 8:00am-12:00pm or 3:00pm-7:00pm (Monday-Friday)

Duties

Client Relations & Customer Service

• Answer incoming phone calls and respond to client inquiries professionally and promptly.
• Provide excellent customer service to existing and prospective clients.
• Direct clients to the appropriate agent for policy reviews, quotes, and enrollment assistance.
• Maintain accurate client records and contact information.

Appointment Scheduling

• Schedule and confirm appointments for health insurance consultations.
• Coordinate the agent’s calendar to maximize productivity.
• Send appointment reminders and follow up on missed appointments.
• Reschedule appointments as needed.

Lead Management

• Manage incoming leads from phone calls, websites, social media, referrals, and marketing campaigns.
• Contact new leads to gather preliminary information and schedule consultations.
• Track lead status and maintain lead databases or CRM systems.
• Follow up with prospective clients to nurture relationships and encourage policy enrollment.

Qualifications

• High school diploma or equivalent required.
• Previous customer service, administrative, or insurance experience preferred.
• Strong communication and interpersonal skills.
• Excellent organizational and time management abilities.
• Proficiency with Microsoft Office, Google Workspace, and CRM systems.
• Ability to maintain confidentiality and handle sensitive client information.

Join us in delivering exceptional administrative support while fostering a vibrant workplace environment!

Job Type: Part-time

Pay: $20.00 - $21.00 per hour

Work Location: Remote