Client Health Support Specialist

Job Title: Client Health Support Specialist
Company: FSA Insurance Agency
Job Type: [Full-time/Part-time]

Position Summary:

FSA Insurance Agency is seeking a highly organized, detail-oriented, and client-focused Client Health Support Specialist to join our team. This position plays a key role in ensuring a seamless experience for our clients by managing appointment scheduling, supporting health insurance processes, handling service requests, and assisting with various administrative and operational tasks.

Key Responsibilities:

• Client Scheduling & Communication:
• Set and confirm client appointments using approved tools and scheduling systems.
• Provide timely follow-ups and reminders to clients to ensure preparedness and attendance.
• Communicate professionally with clients via phone, email, and other platforms.
• Process & Documentation:
• Follow industry-standard processes to support enrollment and service workflows.
• Maintain accurate and up-to-date records in client management systems.
• Import and organize new lead data into CRM or other tracking platforms.
• Service & Support:
• Assist with completing client service requests such as policy updates, ID card reorders, and general inquiries.
• Support clients with health insurance-related questions and direct them to appropriate licensed agents when necessary.
• Project Assistance:
• Contribute to agency-wide projects and initiatives as assigned.
• Support the team with general administrative tasks and operational duties as needed.

Qualifications:

• Previous experience in a client support, administrative, or insurance-related role preferred.
• Strong organizational skills with the ability to manage multiple tasks simultaneously.
• Excellent verbal and written communication skills.
• High attention to detail and accuracy.
• Comfort with technology, CRM platforms, and data entry systems.
• Ability to work independently and collaboratively within a team.

Preferred Skills:

• Familiarity with health insurance industry terms and processes.
• Experience with customer relationship management (CRM) tools.
• Bilingual (optional, based on agency needs).

What We Offer:

• A supportive, team-oriented environment.
• Opportunities for growth within the agency.
• Training and development in the health insurance field.