Customer Service Agent, Medicare Insurance Background

Posted 2026-05-06
Remote, USA Full-time Immediate Start
    Job Description:
  • 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:
  • 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
    Benefits:
  • Health insurance
  • Paid time off
  • Professional development opportunities

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