Admin Assistant/Customer Service Rep - Group Health Insurance Agency - Contract to Hire

# Customer Service Representative – Group Health Insurance

• *ServicePro Insurance Solutions** -

Please make sure to review website: www.serviceproinsurance.com to understand the service culture and service you will be supporting.

• *Remote | Independent Contractor | Starting at 15 Hours/Week | $18/Hour**

ServicePro Insurance Solutions is seeking a

reliable, detail-oriented Customer Service Representative

to support our Group Health Insurance clients and administrative operations. We are looking for someone who is great with clients, professional and confident on the phone, highly organized, and dependable. This person should enjoy helping people, be comfortable managing multiple service requests and schedules, and consistently follow through on tasks. The ideal candidate can follow established systems and processes while also using good judgment, taking initiative, and problem-solving when issues arise. We are especially interested in someone who is looking to

grow with an Insurance and Financial Services team

and take on additional responsibilities and opportunities over time. This position will start at approximately

15 hours per week

, with the opportunity for additional work and responsibilities as our team grows. ## Responsibilities

• Provide professional customer service to employer clients and their employees.
• Handle inbound and outbound phone calls with confidence and professionalism.
• Communicate with clients, employees, insurance carriers, and vendors by phone and email.
• Assist with employee enrollments, terminations, eligibility changes, and other benefits administration.
• Follow up on service requests and outstanding items through completion.
• Schedule meetings, calls, appointments, and follow-ups.
• Track deadlines, open requests, and required documentation.
• Maintain accurate notes and client information in our CRM and internal systems.
• Assist with renewals and Open Enrollment administrative tasks.
• Organize documents, correspondence, and electronic client files.
• Follow established workflows, checklists, systems, and procedures.
• Identify missing information or potential issues and take appropriate steps to help resolve them.
• Maintain strict confidentiality when handling employee, health insurance, and business information.

## What We're Looking For

Excellent phone and customer service skills

• Prior customer service and/or administrative assistant experience

• Insurance, employee benefits, financial services, or related industry experience preferred

• Strong scheduling, organization, and follow-up skills

Highly detail-oriented and accurate

• Reliable, consistent, and accountable

• Professional written and verbal communication
• Comfortable speaking directly with clients and helping resolve service issues
• Able to manage multiple tasks without losing track of details
• Comfortable following established

systems, processes, and procedures

• Takes initiative and can work independently

• Strong problem-solving skills and good judgment
• Comfortable learning CRM systems, insurance carrier portals, Microsoft applications, and other technology
• Interested in

growing professionally within the Insurance and Financial Services industry

Experience with Group Health Insurance, employee benefits, healthcare administration, HR benefits, insurance, or financial services is preferred. ## Confidentiality & Security This position involves access to sensitive employee and health insurance information. The contractor must understand the importance of

HIPAA, privacy, data security, and confidentiality requirements

and consistently follow company procedures for protecting confidential information. The selected candidate must be willing to:

• Complete a background check
• Sign confidentiality and Non-Disclosure Agreements (NDAs)
• Follow company privacy, security, and HIPAA-related procedures
• Use company-approved systems and processes for confidential information

## Compensation & Growth Opportunity

• *$16/hour - $20/hr| Approximately 15 hours per week to start**

This is a

remote independent contractor position with ServicePro Insurance Solutions

. We are looking for someone who wants more than a short-term position and is interested in

growing with our Insurance and Financial Services team

. As the business grows, there may be opportunities for additional hours, expanded responsibilities, and continued professional development. For the right person, there may also be an opportunity in the future to provide separate administrative support for the owner's Financial Advisory practice with Prudential, subject to applicable requirements and approvals.