Insurance Administrative and Client Support Specialist

About this role

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

DetailsOriginally posted on Himalayas