Insurance Agent Assistant (Medicare Insurance Background Preferred)

This is a remote position. We are seeking a reliable and detail-oriented Insurance Agent Assistant with a strong background in Medicare insurance support to assist a busy insurance professional. This role is perfect for someone who is organized, tech-savvy, and confident handling client communications over the phone. If you have experience supporting an insurance agent — especially a Medicare agent — we’d love to hear from you! Key Responsibilities: 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 Qualifications: 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 What We’re Looking For: A proactive and dependable team player Someone who can work independently with minimal supervision Strong work ethic and commitment to accuracy A professional who values client experience and confidentiality If you have insurance support experience and are looking for a remote role where your expertise in Medicare truly makes an impact, we’d love to connect with you. Apply today and tell us about your Medicare experience!