About the Role:
We are seeking a detail-oriented and extremely organized professional to support carrier contracting, agent onboarding, administrative operations, backend processes, and customer service. This remote role works closely with agents, carriers, and internal teams to ensure accurate documentation, payment tracking, and smooth operational workflows.
Key Responsibilities:
- Assist with carrier onboarding, contracting, and licensing across multiple carriers (Aetna, Anthem, Cigna, Devoted, Humana, United Health Care, WellCare, etc.)
- Audit applications, commissions, and payments for accuracy from the hierarchy.
- Maintain and update backend systems, CRMs, spreadsheets, and reporting dashboards.
- Support agents with contracting questions, system navigation, and workflow optimization.
- Operate multi-line phone systems, ensuring effective communication with clients and team members.
- Recognize and troubleshoot backend formulas; create and maintain cumulative reports for application totals and percentages.
- Update databases, leaderboards, and agent deal trackers regularly to ensure accurate and current information for weekly payouts and monthly commissions.
- Check the status of insurance deal applications through online carrier portals; possibly call carriers as needed.
- Manage email correspondence with uplines, agents, and insurance companies; strong knowledge of Microsoft Outlook required.
- Coordinate office activities and operations to ensure efficiency.
- Maintain an extreme strong ability to focus on your tasks.
- Prepare reports, track metrics, and identify process improvements for operational efficiency.
- Act as a liaison between agents, agency leadership, and carriers.
Required Qualifications:
- Experience in insurance contracting, administration, or agency operations.
- Strong organizational, multitasking, and time management skills.
- Excellent verbal and written communication.
- Analytical mindset for tracking patterns in applications, payments, or operational errors.
- Proficiency with Excel/Google Sheets (VLOOKUP, pivot tables, formulas).
- Experience with CRM systems and agency management tools (Salesforce, AgencyBloc, RadiusBob).
- Familiarity with carrier portals and electronic contracting systems (SuranceBay, etc.).
- Knowledge of Medicare Advantage, PDP, Hospital Indemnity, and ancillary products.
- Ability to handle sensitive information confidentially.
- Proficient data entry skills and experience with Google Email/Sheets/Documents and Microsoft Teams/Outlook/Excel/Word.
- Ability to work independently and as part of a team.
- Punctual and reliable for scheduled shifts.
- Understanding of FMO/agency hierarchies, license appointments, and commission structures.
- Experience in workflow automation, auditing, and process optimization.
- Understanding of FMO/agency hierarchies, license appointments, and commission structures.
- Understanding payment structures and commissions payouts from Carrier-to-agency.
Preferred Qualifications:
- Prior experience in high-volume environments (AEP/OEP).
Technical Requirements for Remote Work:
- Personal remote setup required:
- Minimum of 2 monitors recommended
- Headset with microphone (Logitech compatible)
- 16GB RAM, 250GB SSD, Intel i5/i7, Windows 11
- Stable internet connection (Ethernet preferred, wireless acceptable if strong enough)
Job Type: Full-time
Schedule:
- 8 hour shift (11 AM - 8 PM EST)
- Monday to Friday
- Rotating Saturday Shifts
Job Type: Full-time
Pay: From $17.50 per hour
Expected hours: 40 per week
Application Question(s):
- Do you have experience handling agent onboarding or licensing processes?
- Have you worked with multiple carriers like Humana, Aetna, UHC, or Wellcare? If so, which ones?
- an you describe your experience with insurance contracting or administrative support?
- How do you prioritize tasks when handling multiple responsibilities at once?
- Do you have a remote workspace that meets technical requirements (dual monitors, headset, stable internet)?
Work Location: Remote
