Administrative Assistant Health Insurance Office

Job Title: Administrative Assistant – Health Insurance Consulting Business

Location: Work from Home

Job Type: Part-Time or Full-Time (Flexible)

Compensation: $18

About Us:

We are a fast-growing health insurance and employee benefits brokerage focused on providing top-tier service to small and mid-sized businesses. We’re looking for a reliable, detail-oriented Administrative Assistant to help streamline operations, support our client onboarding and renewal processes, and keep our CRM and systems running smoothly. This role is perfect for someone with a background in employee benefits or insurance administration.

Key Responsibilities:

Assist with new business setup and renewals, including quoting support, paperwork, and follow-up

Update and maintain client data in systems like Capsule CRM and Ease

Coordinate with carriers and general agencies to gather quotes, process enrollments, and submit changes

Prepare benefit summaries, enrollment guides, and termination paperwork

Track and manage client requests, claims, and service issues to ensure timely resolution

Help with compliance items like COBRA notifications and plan documentation

Organize digital files and maintain structured folders in Google Drive

Support prospecting efforts with basic follow-up emails and light CRM work

Preferred Qualifications:

Experience in health insurance, employee benefits is preferred but not necessary.

Excellent communication and organizational skills

Strong attention to detail and ability to follow structured processes

Comfortable working independently and managing multiple deadlines

Tech-savvy with proficiency in Google Workspace (Docs, Sheets, Drive)

Why Join Us:

Flexible schedule and remote work

Meaningful, varied work supporting employers and their employees

Opportunity to grow with a business focused on client service and smart systems

Supportive team environment with clear processes and expectations