Medicare Office Assistant

● Answer phones, respond to emails, and greet clients — often seniors — with patience and warmth

● Schedule and confirm client appointments, including the heavier volume during the Annual Enrollment Period (AEP, Oct 15–Dec 7) and other Medicare enrollment windows

● Prepare, organize, and track enrollment paperwork and compliance documents (e.g., Scope of Appointment forms, applications)

● Maintain accurate, up-to-date client records in our CRM/agency management system

● Assist with mailings, follow-up calls, and reminder outreach to clients

● Support basic office administration: filing, supply ordering, light bookkeeping tasks, and keeping the office organized

● Help clients understand next steps in plain language (no advising on plans — that stays with Karen and licensed agents)

● Pitch in wherever the team needs a hand, especially during seasonal enrollment periods

What We're Looking For

● High school diploma or equivalent required; some college or office administration experience a plus

● 1–2+ years in an administrative, customer service, medical office, or insurance office role preferred

● Comfortable on the phone and computer — proficient with email, scheduling tools, and basic Excel/Word

● Strong organizational skills and close attention to detail (this work involves sensitive personal and health information)

● A genuine, patient, caring manner with older adults

● Reliable, punctual, and able to keep client information confidential (HIPAA awareness a plus)

● Willingness to learn the basics of Medicare — no insurance license or prior Medicare knowledge required to start; a health/life insurance license is a plus but not required for this role

● Available for full days during AEP (Oct 15–Dec 7), when the office is busiest

Pay: $14.00 - $20.00 per hour

Benefits:

• Health insurance
• Paid time off

Work Location: In person