Client Care VA

Responsibilities
Contact existing insurance clients via phone and email to schedule appointments and conduct annual Medicare plan reviews
Notify clients regarding Medicare updates, policy modifications, and plan coverage changes
Execute outbound follow-ups via phone with unresponsive clients to maintain engagement and retention
Research and verify doctor, specialist, and facility network status across Medicare and under-65 health insurance carriers
Deliver accurate provider network data to agents to facilitate client-plan matching and assist clients in finding in-network providers
Maintain client records, interaction notes, and database hygiene in Levitate CRM
Manage agent calendars, appointment bookings, and schedule updates within Agent CRM
Assist internal insurance agents with carrier network research and provider verification requests
Coordinate new-client welcome processes, including preparing and dispatching physical welcome letters via direct mail platforms
Qualifications
Demonstrated client care, customer support, or administrative experience in a corporate setting or as a Virtual Assistant
Proficiency in Google Workspace (GSuite), Microsoft 365, and AI productivity tools
Required CRM management experience, with a strong preference for Levitate and Agent CRM
Familiarity navigating insurance carrier portals and provider network directory databases
Prior experience in health insurance, Medicare, or senior care services is a huge plus
For fast application process, please send your CV to myro@sphererocket.com

Work arrangement
Yes