Medicare Office Assistant

Crown

Pelham, AL

Job Description
Job Description
We're looking for a friendly, detail-oriented Medicare Office Assistant to help our office run smoothly and give every client the same warm, organized experience Karen is known for.
● 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

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Vacancy posted 3 days ago

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