Senior Insurance Pathfinders

Position Summary

Seeking a detail-oriented Part-Time Medicare Administrative Assistant to support our growing Medicare insurance agency. This role will assist with CRM management, appointment scheduling, client communications, compliance-related administrative tasks, and preparation of required Medicare documentation.

Responsibilities

CRM Management

• Update and maintain client records in CRM
• Enter leads and track follow-up activities
• Monitor renewal and review opportunities
• Keep notes and client information organized

Scheduling

• Schedule Medicare reviews and appointments
• Manage agent calendars
• Confirm appointments via phone, text, and email
• Reschedule and coordinate client meetings

Client Communication

• Answer inbound calls
• Return client messages
• Send appointment reminders
• Follow up on requested documents
• Assist with customer service inquiries

Medicare Compliance Support

• Ensure required documentation is completed before appointments
• Maintain compliant client records
• Assist with annual enrollment period administrative tasks

General Administrative Support

• Email management
• Document organization
• Data entry
• Preparing client packets
• Basic reporting

Qualifications

• Strong phone and communication skills
• Highly organized and detail-oriented
• Comfortable using CRM systems
• Microsoft Office / Google Workspace experience
• Ability to handle confidential client information
• Medicare insurance experience preferred but not required
• Experience with AgencyBloc, MedicareCENTER, SunFire, HubSpot, Salesforce, or similar systems is a plus

Hours

• 15–25 hours per week
• Flexible schedule
• Potential to grow into full-time role