Customer Service Agent, Medicare Insurance Background
Job Description:
• 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:
• 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
Benefits:
• Health insurance
• Paid time off
• Professional development opportunities
• 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:
• 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
Benefits:
• Health insurance
• Paid time off
• Professional development opportunities