Health Insurance Admin Assistant
Budget: $30 – $250 USD
I run a small, fast-growing health-insurance agency and need immediate back-office help so I can stay focused on selling while every prospect and client still receives prompt, professional service.
Your day will revolve around three core responsibilities:
• Generating accurate health-insurance quotes through our carrier portals and marketplace tools, then packaging them neatly for prospects.
• Managing client communications by email, text, or phone, answering basic coverage questions, and logging every touchpoint inside our CRM the same day.
• Tracking policy renewal dates, preparing fresh quote options, and sending timely reminders so policies never lapse.
Everything needs to move quickly—my goal is to have these processes fully supported this week. You’ll get system logins, templates, and a recorded walkthrough so you can hit the ground running. Fluency in English, keen attention to detail, and comfort working in (or near) U.S. Eastern hours will make you a great fit.
Your day will revolve around three core responsibilities:
• Generating accurate health-insurance quotes through our carrier portals and marketplace tools, then packaging them neatly for prospects.
• Managing client communications by email, text, or phone, answering basic coverage questions, and logging every touchpoint inside our CRM the same day.
• Tracking policy renewal dates, preparing fresh quote options, and sending timely reminders so policies never lapse.
Everything needs to move quickly—my goal is to have these processes fully supported this week. You’ll get system logins, templates, and a recorded walkthrough so you can hit the ground running. Fluency in English, keen attention to detail, and comfort working in (or near) U.S. Eastern hours will make you a great fit.
Related categories:
Legal
CRM
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Legal Research
Email Marketing
Content Writing
Customer Service
Administrative Support