Insurance Agent Assistant (Medicare Insurance Background Preferred)

This is a remote position.

We are seeking a reliable and detail-oriented Insurance Agent Assistant with a strong background in Medicare insurance support to assist a busy insurance professional.

This role is perfect for someone who is organized, tech-savvy, and confident handling client communications over the phone.

If you have experience supporting an insurance agent — especially a Medicare agent — we’d love to hear from you!

Key Responsibilities:

• Provide day-to-day administrative and client support to the insurance agent
  

• Assist with client follow-ups, appointment scheduling, and policy documentation
  

• Handle inbound and outbound calls with professionalism and clarity
  

• Maintain accurate records and update client information in CRM systems
  

• Support Medicare-related tasks, including application processing and client communication
  

• Ensure compliance with insurance and Medicare guidelines
  

Requirements

Qualifications:

• Previous experience supporting an insurance agent (required)
  

• Experience working with a Medicare agent (strongly preferred)
  

• Strong understanding of Medicare plans, enrollment processes, and compliance standards
  

• Tech-savvy and comfortable learning new systems and software
  

• Pleasant, professional phone voice with excellent communication skills
  

• Highly detail-oriented with strong organizational abilities
  

• Ability to multitask and manage deadlines effectively
  

What We’re Looking For:

• A proactive and dependable team player
  

• Someone who can work independently with minimal supervision
  

• Strong work ethic and commitment to accuracy
  

• A professional who values client experience and confidentiality
  

If you have insurance support experience and are looking for a remote role where your expertise in Medicare truly makes an impact, we’d love to connect with you.

Apply today and tell us about your Medicare experience!