[Remote] Sales Assistant (Remote)

Note: The job is a remote job and is open to candidates in USA. Patriot Growth Insurance Services is a growth-focused national insurance services firm seeking a detail-oriented Sales Assistant to support their sales and client service teams within the individual health and Medicare space. The role involves managing application processing, client communication, and policy administration, ensuring accuracy and compliance in a fast-paced environment.

Responsibilities

• Process and manage individual health, Medicare, and life insurance applications, ensuring accuracy, compliance, and timely submission
• Serve as a point of contact for clients, external agents, and carriers, providing updates, resolving issues, and verifying coverage details
• Track application status, confirm policy approvals, and ensure correct effective dates and plan enrollments
• Support billing and policy administration, including premium notifications, renewals, terminations, and database updates
• Assist with claims processing and follow up on billing or coverage-related inquiries
• Collaborate with internal teams and external partners to address product, enrollment, and service-related questions
• Maintain accurate documentation and ensure all daily tasks and service requests are completed within established timelines
• Gather and organize sales materials and resources for Medicare and individual health products

Skills

• 1+ years of experience in a customer service or administrative support role
• High School Diploma or GED required
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
• Strong attention to detail with the ability to manage data accurately and maintain organized records
• Excellent communication and interpersonal skills, with a customer-focused mindset
• Ability to prioritize tasks, adapt to changing demands, and work effectively in a team environment
• Bachelor's degree in Business Administration or related field preferred
• Knowledge of health insurance products, including Medicare and Individual & Family Plans (IFP), preferred
• Familiarity with insurance claims processing and life insurance administration preferred

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401(k) with employer match

Company Overview