Sales Assistant

Job Description

REQUIREMENTS

• 1+ years of experience in a customer service or administrative support role.
• High School Diploma or GED required; Bachelor’s degree in Business Administration or related field preferred.
• Knowledge of health insurance products, including Medicare and Individual & Family Plans (IFP), preferred.
• Familiarity with insurance claims processing and life insurance administration preferred.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
• Strong attention to detail with the ability to manage data accurately and maintain organized records.
• Excellent communication and interpersonal skills, with a customer-focused mindset.
• Ability to prioritize tasks, adapt to changing demands, and work effectively in a team environment.

RESPONSIBILITIES

• Process and manage individual health, Medicare, and life insurance applications, ensuring accuracy, compliance, and timely submission.
• Serve as a point of contact for clients, external agents, and carriers, providing updates, resolving issues, and verifying coverage details.
• Track application status, confirm policy approvals, and ensure correct effective dates and plan enrollments.
• Support billing and policy administration, including premium notifications, renewals, terminations, and database updates.
• Assist with claims processing and follow up on billing or coverage-related inquiries.
• Collaborate with internal teams and external partners to address product, enrollment, and service-related questions.
• Maintain accurate documentation and ensure all daily tasks and service requests are completed within established timelines.
• Gather and organize sales materials and resources for Medicare and individual health products.

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