Insurance Office Assistant

Responsibilities
Serve as the first point of contact for client service requests (phone, email, portal)
Triage and route inquiries related to benefits enrollment, claims, and coverage changes
Maintain accurate records across carrier portals, HR platforms, and internal tracking systems
Support open enrollment cycles: data entry, census reconciliation, and document preparation
Import, clean, and organize data files from carriers and HR systems into Excel-based trackers
Conduct cyclical client audits to maintain data accuracy and compliance with federal and state regulations (HIPAA, ERISA, and others)
Reconcile carrier-related invoices and assist with billing inquiries
Draft and send routine client communications and follow-ups
Assist with scheduling, filing, and general office administration
Coordinate with carriers and HR platforms to resolve eligibility or billing discrepancies
Qualifications
2+ years in an administrative, customer service, or office support role (insurance/benefits experience a plus, not required)
Strong Excel skills, including formulas, sorting/filtering, and organizing data
Solid understanding of importing and cleaning data files (CSV/Excel) from external systems
Strong written and verbal communication skills
Comfortable learning new software systems (CRM, carrier portals, spreadsheets)
Highly organized, detail-oriented, and able to manage multiple open tasks
Bilingual in Spanish required (to support a diverse client base)
Ability to handle confidential information with discretion and professionalism

Systems & Technical Skills

Proficiency in Employee Navigator, EASE, and ADP (preferred)
Familiarity with Zoho Desk or similar helpdesk/CRM tools
Experience with Airtable for data tracking and reconciliation (preferred)
Working knowledge of Microsoft 365 (Outlook, SharePoint, Excel)