Insurance Administrative and Client Support Specialist

Category: Insurance

Location:

We are seeking an organized, dependable, and professional Insurance Administrative and Client Support Specialist to support an established employee benefits company. This full-time remote position combines CRM maintenance, administrative support, and client phone coverage.

The ideal candidate is detail-oriented, comfortable learning new systems, and able to communicate professionally with clients while handling sensitive information responsibly.
Responsibilities

- Maintain and update client information in Agency Smart

- Keep contact information, plan details, and other records accurate and current

- Support data entry, record management, and general administrative tasks

- Assist with Employee Navigator and Zywave

- Answer and triage incoming client calls

- Assist with basic inquiries, including insurance ID card requests and general benefits questions

- Route complex questions to the appropriate internal team member

- Communicate with clients through Microsoft Outlook and Teams

- Handle confidential client and healthcare-related information responsibly

- After completing training and gaining experience, help generate benefit comparisons for employer renewal presentations

- Complete additional administrative assignments as needed

Qualifications

- Previous experience in insurance administration, employee benefits, administrative support, client service, data entry, or CRM management

- Strong attention to detail and organizational skills

- Clear and professional spoken and written English

- Comfortable answering calls and communicating directly with clients

- Able to learn new software and processes quickly

- Proficient with Microsoft Office, Outlook, and Teams

- Dependable, self-directed, and effective in a remote environment

- Understanding of HIPAA, confidentiality, and secure data-handling practices

- Reliable computer, internet connection, and professional home workspace

Preferred Qualifications

- Experience with employee benefits or health insurance

- Familiarity with Agency Smart, Employee Navigator, or Zywave

- Experience preparing plan comparisons or renewal presentations

- Spanish fluency is preferred but not required

Schedule

- Full-time, approximately 35 hours per week

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

- Remaining hours will focus primarily on CRM maintenance, data organization, and administrative support

Details
Originally posted on Himalayas