Administrative Assistant Medicare Sales

Job Summary

We are looking for a reliable and detail-oriented Administrative Assistant to support our Medicare sales team. In this role, you will be responsible for managing daily administrative operations, assisting agents with client communication, tracking sales documentation, and ensuring compliance with CMS (Centers for Medicare & Medicaid Services) guidelines. This position plays a critical role in helping our sales professionals focus on serving Medicare clients effectively.

Job Description

Key Responsibilities:

• Provide administrative support to Medicare agents and sales managers

• Manage and track client applications, enrollment forms, and related documents

• Ensure all documentation is accurate and complies with CMS and carrier requirements

• Maintain and update client databases and CRM systems

• Assist with appointment scheduling, follow-up calls, and email communication

• Coordinate and prepare materials for Medicare events, seminars, or webinars

• Submit and follow up on applications with insurance carriers

• Handle inbound inquiries from clients and provide basic Medicare information

• Order marketing and office supplies; manage inventory

• Maintain confidentiality of sensitive client and compliance-related information

• Support general office duties and special projects as needed

Qualifications:

• High school diploma or equivalent required; associate degree preferred

• Proficiency in Microsoft Office (Word, Excel, Outlook) and CRM systems; advanced proficiency in Excel

• Excellent organizational and communication skills

• Ability to manage multiple priorities in a fast-paced environment

• Strong attention to detail and accuracy

• Comfortable handling sensitive client information and maintaining compliance