Account Services Virtual Assistant Insurance And Client Support

This is a remote position.

Job Description
Virtual Rockstar is hiring a full-time Account Services Virtual Assistant (Insurance & Client Support) on behalf of a growing employee benefits consulting firm.


This role focuses on benefits administration, data entry, and client support, working closely with Account Managers to ensure accurate enrollments, timely processing of client requests, and smooth day-to-day operations.



This is ideal for someone who is highly organized, detail-oriented, and proactive, with strong communication skills and the ability to manage multiple tasks independently in a fast-paced, process-driven environment.

About the Client

Our client is a benefits consulting firm dedicated to improving the communities they serve by delivering high-quality insurance and employee benefits solutions.

They operate in a collaborative, detail-driven environment where accuracy, accountability, and strong communication are essential to supporting both internal teams and clients.

Key Responsibilities

Benefits Administration & Data Management

• Perform accurate data entry on carrier websites for enrollments, terminations, and address changes
  

• Build and manage enrollments in Employee Navigator, including open enrollment materials (with and without Account Manager support)
  

• Review client insurance invoices and ensure accuracy against Employee Navigator records
  

• Process, review, and submit new business and amendment paperwork to insurance carriers
  

Client Support & Account Coordination

• Respond to service tickets via HubSpot to support client needs
  

• Communicate with clients via email, phone, and Zoom (with or without the Account Manager)
  

• Collaborate with teammates to gather data, quotes, and recommendations
  

• Support Account Managers with client service and enrollment-related needs
  

Administrative & Operational Support

• Track tasks and ensure completion using systems like HubSpot or Asana
  

• Prepare documents and manage email correspondence
  

• Take ownership of assigned tasks and ensure timely follow-through
  

• Handle projects that require independent judgment and organization
  

• Ensure compliance with company policies, including HIPAA and HITECH requirements
  

Tools & Systems

• Google Workspace (Docs, Sheets, Slides)
  

• Microsoft Office (Excel, Word, PowerPoint)
  

• Adobe Pro
  

• Asana
  

• HubSpot
  

• Employee Navigator
  

• AgencyBloc
  

• 1Password
  

Requirements

• Experience in insurance, benefits administration, or administrative support roles
  

• Strong proficiency in Google Suite and/or Microsoft Office
  

• Excellent attention to detail and organizational skills
  

• Strong written and verbal English communication skills
  

• Ability to manage multiple tasks and meet deadlines
  

• Comfortable learning and navigating multiple systems
  

• Ability to work independently with minimal supervision
  

• Availability to work Monday to Friday, 8:00 AM – 5:00 PM Central Time
  

  
  

Non-Negotiables

• Strong proficiency in Microsoft/Google Suite and Adobe Pro
  

• High level of accountability, follow-through, and ability to work independently
  

• Strong attention to detail and organizational skills
  

• Ability to quickly learn new systems and technologies
  

Benefits

• Competitive salary commensurate with experience.
  

• Opportunities for professional development and growth.
  

• Work in a dynamic and supportive team environment.
  

• Make a meaningful impact by helping to build and strengthen families across the globe.
  

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