Position Details
About this role
This role involves managing health insurance accounts, assisting clients with Medicare and small business policies, and ensuring smooth renewal and application processes in a remote setting.
Key Responsibilities
- Provide customer service
- Manage renewals
- Process applications
- Build client relationships
- Assist with claims and billing
Technical Overview
Focus on customer service, insurance policy management, Medicare guidance, and document processing using tools like DocuSign and Adobe.
Ideal Candidate
The ideal candidate is an experienced account manager with 2-3 years in health insurance, particularly Medicare and small business benefits. They excel in customer service, relationship building, and managing insurance renewals and applications remotely.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Certifications
Required
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of California Life and Health License, Less than 2 years experience in insurance, Inability to work remotely, Poor organizational skills
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