Overview

Join a fast-growing insurance brokerage specializing in PEO and health insurance solutions as a Health Insurance Admin Assistant. In this role, you will provide critical operational support to a senior team member by managing medical quotes, updating CRMs, and handling essential administrative tasks. This is a fantastic opportunity for a resourceful, tech-savvy professional looking to grow their career within a dynamic and evolving business.

Schedule

• Monday - Friday, 8:00 AM - 5:00 PM Central Time, with 1 hour unpaid break (40 work hours per week)

Responsibilities

• Provide day-to-day operational support to a senior team member, including task coordination and follow-through
• Review and spread medical insurance quotes accurately and efficiently
• Manage and update records in HubSpot CRM
• Conduct research and prospecting support using ZoomInfo
• Prepare and maintain Excel spreadsheets for quote tracking and data analysis
• Handle sensitive client and medical data with strict confidentiality
• Support document management and file organization via Dropbox
• Learn and adapt to internal processes, tools, and workflows as the business evolves

Requirements

• Background in health or medical insurance (agency, brokerage, carrier, or benefits administration) is strongly preferred
• Hands-on experience with medical quote spreading and review is a plus
• Advanced Excel proficiency — required
• Tech-savvy and comfortable adapting to new platforms and CRM systems; direct experience with specific tools is less important than the ability to learn them quickly

Tools:

• HubSpot (CRM)
• ZoomInfo (prospecting/research)
• Microsoft Excel (advanced — required)
• Claude (AI assistant)
• Dropbox (file management)

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.