Account Services Virtual Assistant (Insurance & 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.