Client Overview

Our client is a growing insurance agency specializing in Medicare and health insurance products with a rapidly expanding book of business. The agency writes between 15 to 25 new client policies daily and continues to grow its agent base consistently.

Job Overview

We are seeking two full-time Insurance Data Specialists to monitor and verify client enrollment status in insurance carrier systems. This role focuses on running daily checks on active insurance policies to identify changes before official carrier notifications arrive, enabling proactive retention efforts. The position offers opportunity for growth into client retention outreach as systems and processes mature.

Schedule: 35hrs per week, Mon-Fri 9:00 AM - 4:30 PM with 30 minutes of unpaid break | Eastern Time

Responsibilities

• Run daily checks on client policies through insurance carrier systems to verify active enrollment status.

• Document and update policy status in tracking systems with accurate date stamps for active, pending fall-off, or cancelled policies.

• Generate reports on policy status changes for licensed agents to action for retention purposes.

• Verify completion of chronic condition forms and coordinate with healthcare providers when documents are outstanding.

• Assist with bonus payroll verification by reviewing policy details and payment dates on a monthly basis.

Requirements

• Experience with data entry and database management systems.

• Strong attention to detail with ability to process high volumes of records accurately.

• Excellent written and verbal communication skills for professional interactions.

Nice to have:

• Previous experience in the insurance industry or working with insurance enrollment systems.

• Familiarity with CMS systems or Medicare insurance products.

Independent Contractor Perks

• Health insurance in eligible locations

• Permanent work from home

• Immediate hiring

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.