This is a remote position.We are seeking an organized, dependable, and professional Insurance Administrative and Client Support Specialist to support an established employee benefits company. This full-time remote position combines CRM maintenance, administrative support, and client phone coverage.The ideal candidate is detail-oriented, comfortable learning new systems, and able to communicate professionally with clients while handling sensitive information responsibly.Responsibilities Maintain and update client information in Agency Smart Keep contact information, plan details, and other records accurate and current Support data entry, record management, and general administrative tasks Assist with Employee Navigator and Zywave Answer and triage incoming client calls Assist with basic inquiries, including insurance ID card requests and general benefits questions Route complex questions to the appropriate internal team member Communicate with clients through Microsoft Outlook and Teams Handle confidential client and healthcare-related information responsibly After completing training and gaining experience, help generate benefit comparisons for employer renewal presentations Complete additional administrative assignments as needed Qualifications Previous experience in insurance administration, employee benefits, administrative support, client service, data entry, or CRM management Strong attention to detail and organizational skills Clear and professional spoken and written English Comfortable answering calls and communicating directly with clients Able to learn new software and processes quickly Proficient with Microsoft Office, Outlook, and Teams Dependable, self-directed, and effective in a remote environment Understanding of HIPAA, confidentiality, and secure data-handling practices Reliable computer, internet connection, and professional home workspace Preferred Qualifications Experience with employee benefits or health insurance Familiarity with Agency Smart, Employee Navigator, or Zywave Experience preparing plan comparisons or renewal presentations Spanish fluency is preferred but not required Schedule Full-time, approximately 35 hours per week Must be consistently available for phone coverage between approximately 3:00 PM and 5:00 PM Eastern Time Remaining hours will focus primarily on CRM maintenance, data organization, and administrative supportThis is a remote position.We are seeking an organized, dependable, and professional Insurance Administrative and Client Support Specialist to support an established employee benefits company. This full-time remote position combines CRM maintenance, administrative support, and client phone coverage.The ideal candidate is detail-oriented, comfortable learning new systems, and able to communicate professionally with clients while handling sensitive information responsibly.Responsibilities Maintain and update client information in Agency Smart Keep contact information, plan details, and other records accurate and current Support data entry, record management, and general administrative tasks Assist with Employee Navigator and Zywave Answer and triage incoming client calls Assist with basic inquiries, including insurance ID card requests and general benefits questions Route complex questions to the appropriate internal team member Communicate with clients through Microsoft Outlook and Teams Handle confidential client and healthcare-related information responsibly After completing training and gaining experience, help generate benefit comparisons for employer renewal presentations Complete additional administrative assignments as needed Qualifications Previous experience in insurance administration, employee benefits, administrative support, client service, data entry, or CRM management Strong attention to detail and organizational skills Clear and professional spoken and written English Comfortable answering calls and communicating directly with clients Able to learn new software and processes quickly Proficient with Microsoft Office, Outlook, and Teams Dependable, self-directed, and effective in a remote environment Understanding of HIPAA, confidentiality, and secure data-handling practices Reliable computer, internet connection, and professional home workspace Preferred Qualifications Experience with employee benefits or health insurance Familiarity with Agency Smart, Employee Navigator, or Zywave Experience preparing plan comparisons or renewal presentations Spanish fluency is preferred but not required Schedule Full-time, approximately 35 hours per week Must be consistently available for phone coverage between approximately 3:00 PM and 5:00 PM Eastern Time Remaining hours will focus primarily on CRM maintenance, data organization, and administrative support

This is a remote position.

We are seeking an organized, dependable, and professional Insurance Administrative and Client Support Specialist to support an established employee benefits company. This full-time remote position combines CRM maintenance, administrative support, and client phone coverage.

We are seeking an organized, dependable, and professional Insurance Administrative and Client Support Specialist to support an established employee benefits company. This full-time remote position combines CRM maintenance, administrative support, and client phone coverage.

The ideal candidate is detail-oriented, comfortable learning new systems, and able to communicate professionally with clients while handling sensitive information responsibly.

The ideal candidate is detail-oriented, comfortable learning new systems, and able to communicate professionally with clients while handling sensitive information responsibly.

Responsibilities

Responsibilities

• Maintain and update client information in Agency Smart

Maintain and update client information in Agency Smart

• Keep contact information, plan details, and other records accurate and current

Keep contact information, plan details, and other records accurate and current

• Support data entry, record management, and general administrative tasks

Support data entry, record management, and general administrative tasks

• Assist with Employee Navigator and Zywave

Assist with Employee Navigator and Zywave

• Answer and triage incoming client calls

Answer and triage incoming client calls

• Assist with basic inquiries, including insurance ID card requests and general benefits questions

Assist with basic inquiries, including insurance ID card requests and general benefits questions

• Route complex questions to the appropriate internal team member

Route complex questions to the appropriate internal team member

• Communicate with clients through Microsoft Outlook and Teams

Communicate with clients through Microsoft Outlook and Teams

• Handle confidential client and healthcare-related information responsibly

Handle confidential client and healthcare-related information responsibly

• After completing training and gaining experience, help generate benefit comparisons for employer renewal presentations

After completing training and gaining experience, help generate benefit comparisons for employer renewal presentations

• Complete additional administrative assignments as needed

Complete additional administrative assignments as needed

Qualifications

Qualifications

• Previous experience in insurance administration, employee benefits, administrative support, client service, data entry, or CRM management

Previous experience in insurance administration, employee benefits, administrative support, client service, data entry, or CRM management

• Strong attention to detail and organizational skills

Strong attention to detail and organizational skills

• Clear and professional spoken and written English

Clear and professional spoken and written English

• Comfortable answering calls and communicating directly with clients

Comfortable answering calls and communicating directly with clients

• Able to learn new software and processes quickly

Able to learn new software and processes quickly

• Proficient with Microsoft Office, Outlook, and Teams

Proficient with Microsoft Office, Outlook, and Teams

• Dependable, self-directed, and effective in a remote environment

Dependable, self-directed, and effective in a remote environment

• Understanding of HIPAA, confidentiality, and secure data-handling practices

Understanding of HIPAA, confidentiality, and secure data-handling practices

• Reliable computer, internet connection, and professional home workspace

Reliable computer, internet connection, and professional home workspace

Preferred Qualifications

Preferred Qualifications

• Experience with employee benefits or health insurance

Experience with employee benefits or health insurance

• Familiarity with Agency Smart, Employee Navigator, or Zywave

Familiarity with Agency Smart, Employee Navigator, or Zywave

• Experience preparing plan comparisons or renewal presentations

Experience preparing plan comparisons or renewal presentations

• Spanish fluency is preferred but not required

Spanish fluency is preferred but not required

Schedule

Schedule

• Full-time, approximately 35 hours per week

Full-time, approximately 35 hours per week

• Must be consistently available for phone coverage between approximately 3:00 PM and 5:00 PM Eastern Time

Must be consistently available for phone coverage between approximately 3:00 PM and 5:00 PM Eastern Time

• Remaining hours will focus primarily on CRM maintenance, data organization, and administrative support

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