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Job Summary
We are looking for a reliable and detail-oriented Administrative Assistant to support our Medicare sales team. In this role you will be responsible for managing daily administrative operations assisting agents with client communication tracking sales documentation and ensuring compliance with CMS (Centers for Medicare & Medicaid Services) guidelines. This position plays a critical role in helping our sales professionals focus on serving Medicare clients effectively.
Job Description
Key Responsibilities:
Provide administrative support to Medicare agents and sales managers
Manage and track client applications enrollment forms and related documents
Ensure all documentation is accurate and complies with CMS and carrier requirements
Maintain and update client databases and CRM systems
Assist with appointment scheduling follow-up calls and email communication
Coordinate and prepare materials for Medicare events seminars or webinars
Submit and follow up on applications with insurance carriers
Handle inbound inquiries from clients and provide basic Medicare information
Order marketing and office supplies; manage inventory
Maintain confidentiality of sensitive client and compliance-related information
Support general office duties and special projects as needed
Qualifications:
High school diploma or equivalent required; associate degree preferred
Proficiency in Microsoft Office (Word Excel Outlook) and CRM systems; advanced proficiency in Excel
Excellent organizational and communication skills
Ability to manage multiple priorities in a fast-paced environment
Strong attention to detail and accuracy
Comfortable handling sensitive client information and maintaining compliance
Full Time