Insurance Administrative and Client Support Specialist

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 support