INSURANCE CUSTOMER RELATIONS SPECIALIST

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: TYPE OF WORK

Any

: SALARY

200/200 1st and 16th (work done 16-31st pay on 1st) (work done on the 1st-15th pay on the 16th)

: HOURS PER WEEK

35

: DATE UPDATED

Feb 2, 2026

JOB OVERVIEW

About the Role:

We are seeking a dedicated, professional, and client-focused Virtual Insurance Customer Service Representative to provide exceptional support to our clients across Medicare, Affordable Care Act (ACA), Life, Dental, and Supplemental Insurance. This person will serve as the first point of contact for client inquiries and support, helping ensure policyholders receive timely and accurate information while maintaining compliance and high standards of service.

Key Responsibilities:

Data Entry of new, change, or renewal of the client policy, and understand the process.

Client Communications & Support

Respond promptly to client calls, texts, and emails regarding policy questions, coverage details, billing issues, or claims assistance

Conduct virtual onboarding calls for new clients and guide them through policy documents and benefits

Follow up with clients regarding renewals, annual enrollment periods (AEP), and compliance documentation

Policy & Documentation Management

Collect and upload necessary documents (ID, income verification, tax returns) via secure portals

Help clients understand and complete healthcare applications or changes (especially ACA and Medicare)

Track and update client records in the CRM system with notes, tasks, and status updates

Appointment Scheduling & Reminders

Schedule consultations, follow-ups, and annual reviews with licensed agents

Send automated or personalized appointment reminders and instructions to clients

Manage daily calendar and maintain timely flow of appointments

Education & Outreach

Educate clients on how to use their insurance benefits effectively (e.g., how to use OTC cards, pick a primary care doctor, prescription coverage tips)

Identify opportunities to recommend additional policies (e.g., Dental, Vision, Final Expense, or Hospital Indemnity Plans)

Support marketing efforts through email/text outreach and lead follow-up

Qualifications:

2+ years of insurance customer service or call center experience preferred

Knowledge of the Affordable Care Act (ACA), Medicare Advantage, and Supplement Plans

Experience using CRM tools (GoHighLevel, HealthSherpa, SunFire, etc.)

Strong written and verbal communication skills

Comfortable using Google Workspace, Zoom, and secure document portals

Bilingual (English/Spanish) a plus, but not required

Traits We Value:

Friendly, empathetic, and solution-oriented personality

Detail-oriented with excellent time management

Tech-savvy and eager to learn new systems

Committed to client confidentiality and service excellence

SKILL REQUIREMENT

Medical Insurance Home Insurance Dental Insurance

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INSURANCE CUSTOMER RELATIONS SPECIALIST

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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