Insurance Virtual Assistant – Health & Benefits

About the Role

Join our growing team supporting a U.S.-based insurance agency specializing in Health & Benefits. As an Insurance Virtual Assistant, you'll play a vital role in maintaining accurate client records, processing enrollments and policy changes, preparing quotes and proposals, and coordinating with insurance carriers. This role is ideal for someone who thrives in a detail-oriented, fast-paced environment and enjoys supporting clients through efficient back-office operations.

Responsibilities

• Process employee enrollments and terminations through carrier portals.
• Handle policy and member change requests accurately and promptly.
• Conduct follow-ups with carriers regarding pending requests and policy updates.
• Update client and policy information in Health Connect.
• Maintain accurate records in Zywave BrokerageBuilder.
• Prepare insurance quotes using Perfect Quote.
• C...