Health Insurance Specialist

Job Overview

Our client is a fast-paced insurance agency specializing in medical/health insurance. They are looking for a highly driven and detail-oriented Health Insurance Specialist to join their team. This role involves handling sensitive client data, reviewing and spreading medical quotes, and supporting day-to-day operations using a suite of industry tools.

This is not a general admin role — the ideal candidate comes directly from the health or medical insurance space and can hit the ground running with minimal onboarding.

Job Highlights

• Paid Hours per Week: 40
• Schedule: Monday - Friday, 8:00 AM to 5:00 PM with 1 hour unpaid break | Central Time
• Work Arrangement: Work from home
• Contract: Independent Contractor

Side note: Since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

Key Responsibilities

• Review and spread medical insurance quotes accurately and efficiently
• Handle sensitive client and medical data with strict confidentiality
• Manage and update records in HubSpot CRM
• Support the team with data entry, reporting, and document management via Dropbox
• Conduct research and prospecting support using ZoomInfo
• Prepare and maintain Excel spreadsheets for quote tracking and data analysis
• Keep up with a high-volume, fast-paced workflow and meet tight turnarounds

Requirements

• Background in health or medical insurance is required (agency, brokerage, carrier, or benefits administration)
• Hands-on experience with medical quote spreading and review
• Advanced Excel proficiency — this is non-negotiable
• Strong understanding of health insurance terminology and processes
• Excellent attention to detail and data accuracy
• Ability to handle confidential information with discretion
• Self-starter with the ability to work independently in a remote setup
• Excellent written and verbal English communication skills

Tools & Tech Stack

• HubSpot (CRM)
• ZoomInfo (prospecting/research)
• Microsoft Excel (advanced — required)
• Claude (AI assistant)
• Dropbox (file management)

Side Note

• This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

Reminder

• Please follow the provided link to BruntWork’s Career Site to finish your initial application requirements, including the assessment questions, technical check, and voice recording. Submissions with all requirements fulfilled will receive priority review.