Insurance Administrative and Client Support Specialist

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Maintain and refresh client data within Agency Smart.

• Ensure that contact details, plan information, and other records are precise and up-to-date.

• Provide support for data entry, record management, and various administrative duties.

• Assist with Employee Navigator and Zywave platforms.

• Respond to and prioritize incoming client calls.

• Aid with basic inquiries, such as requests for insurance ID cards and general benefits questions.

• Direct complex questions to the appropriate internal team member.

• Communicate with clients via Microsoft Outlook and Teams.

• Manage confidential client and healthcare-related information with care.

• After completing training and gaining experience, assist in generating benefit comparisons for employer renewal presentations.

• Fulfill additional administrative tasks as required.

⛳️ Requirements

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

• Strong attention to detail and excellent organizational abilities.

• Clear and professional verbal and written communication skills in English.

• Comfortable engaging with clients via phone and direct communication.

• Quick learner of new software and processes.

• Proficient in Microsoft Office, Outlook, and Teams.

• Dependable, self-motivated, and effective while working remotely.

• Knowledge of HIPAA regulations, confidentiality, and secure data handling practices.

• Reliable computer, internet connection, and a professional home workspace.

• Spanish fluency is preferred but not mandatory.

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

🏝️ Benefits

• Full-time remote position.

• Fixed work schedule.

• Professional home workspace setup.