Virtual Assistant – Enrollment Specialist

We are seeking a highly detail-oriented and dependable Virtual Assistant – Enrollment Specialist to support our internal team with the processing and management of off-exchange health insurance applications. This is a non-client-facing role focused on back-end data entry, document review, and accurate internal processing to ensure timely and error-free enrollments.

Key Responsibilities:
- Accurately input and update client data for off-exchange health insurance plans into internal systems and carrier portals.
- Review application submissions for completeness, consistency, and compliance with carrier requirements.
- Cross-check client information, plan details, and documents to ensure all required data is correct and submitted on time.
- Monitor application statuses and carrier responses; flag issues or discrepancies for internal team follow-up.
- Maintain internal records and digital documentation in alignment with company workflows and HIPAA regulations.
- Collaborate with account managers, and enrollment team leads to support daily processing needs.
- Track deadlines and submission cutoffs to ensure timely processing of enrollments, renewals, and plan changes.
- Assist with updating plan information, pricing details, and carrier-specific requirements in internal documentation as needed.
- Support internal quality assurance efforts through data checks, audit prep, and error tracking.

Requirements:
- Strong attention to detail and commitment to data accuracy; able to catch inconsistencies or errors.
- Experience using data entry systems, CRMs, spreadsheets (Excel or Google Sheets), and carrier portals.
- Comfortable handling repetitive, detail-focused tasks with a high level of precision.
- Strong organizational and time-management skills; able to manage multiple enrollments simultaneously.
- Ability to follow structured workflows and standard operating procedures without supervision.
- Commitment to confidentiality and HIPAA compliance.

Preferred Qualifications:
- Prior experience with health insurance processing, specifically with off-exchange individual or group plans.
- Experience working with major off-exchange carriers (e.g., UnitedHealthcare, Cigna, Aetna, etc.).
- Familiarity with quoting tools, carrier submission platforms, and insurance back-office processes.
- Background in administrative support or operations within a health insurance agency or TPA environment.
- Familiarity with plan structures, EDI files, or carrier correspondence is a plus.

Work Environment & Schedule:
- Must be available to work US PST hours with extended days/hours during the Open Enrollment Period (November - December)
- Must be available to support enrollment volume during peak processing windows (e.g., renewals, employer onboarding, etc.).
- Reliable internet connection and dedicated workspace required.