What are the responsibilities and job description for the Executive Assistant (remote) position at Senior Insurance Pathfinders?
Position Summary
Seeking a detail-oriented Part-Time Medicare Administrative Assistant to support our growing Medicare insurance agency. This role will assist with CRM management, appointment scheduling, client communications, compliance-related administrative tasks, and preparation of required Medicare documentation.
Responsibilities
CRM Management
- Update and maintain client records in CRM
- Enter leads and track follow-up activities
- Monitor renewal and review opportunities
- Keep notes and client information organized
Scheduling
- Schedule Medicare reviews and appointments
- Manage agent calendars
- Confirm appointments via phone, text, and email
- Reschedule and coordinate client meetings
Client Communication
- Answer inbound calls
- Return client messages
- Send appointment reminders
- Follow up on requested documents
- Assist with customer service inquiries
Medicare Compliance Support
- Ensure required documentation is completed before appointments
- Maintain compliant client records
- Assist with annual enrollment period administrative tasks
General Administrative Support
- Email management
- Document organization
- Data entry
- Preparing client packets
- Basic reporting
Qualifications
- Strong phone and communication skills
- Highly organized and detail-oriented
- Comfortable using CRM systems
- Microsoft Office / Google Workspace experience
- Ability to handle confidential client information
- Medicare insurance experience preferred but not required
- Experience with AgencyBloc, MedicareCENTER, SunFire, HubSpot, Salesforce, or similar systems is a plus
Hours
- 15–25 hours per week
- Flexible schedule
- Potential to grow into full-time role
Senior Insurance Pathfinders is an independent Medicare insurance practice founded and operated by Alex Merriam. Based in the Denver metro area, Alex helps Medicare beneficiaries understand their options and make confident healthcare decisions through education, personalized guidance, and ongoing support.
Rather than relying on high-pressure sales tactics, Alex focuses on educating seniors first. He regularly hosts Medicare educational seminars at libraries and community venues throughout the Denver metro area, helping people understand Medicare before making important coverage decisions.
Alex built his business one relationship at a time by treating clients with honesty, respect, and genuine care. Much of his success comes from referrals and long-term client relationships built on trust. He believes that when you consistently do right by people, growth naturally follows.
When not helping clients navigate Medicare, Alex enjoys outdoor adventures and exploring everything Colorado has to offer. That same spirit of independence, curiosity, and personal connection shapes how he runs his business.
As a Medicare Administrative Assistant, you'll work directly with Alex to support client communications, appointment scheduling, CRM management, and Medicare-related administrative tasks. This is an opportunity to make a meaningful impact in a growing business while helping seniors navigate one of the most important healthcare decisions of their lives.
Rather than relying on high-pressure sales tactics, Alex focuses on educating seniors first. He regularly hosts Medicare educational seminars at libraries and community venues throughout the Denver metro area, helping people understand Medicare before making important coverage decisions.
Alex built his business one relationship at a time by treating clients with honesty, respect, and genuine care. Much of his success comes from referrals and long-term client relationships built on trust. He believes that when you consistently do right by people, growth naturally follows.
When not helping clients navigate Medicare, Alex enjoys outdoor adventures and exploring everything Colorado has to offer. That same spirit of independence, curiosity, and personal connection shapes how he runs his business.
As a Medicare Administrative Assistant, you'll work directly with Alex to support client communications, appointment scheduling, CRM management, and Medicare-related administrative tasks. This is an opportunity to make a meaningful impact in a growing business while helping seniors navigate one of the most important healthcare decisions of their lives.
Salary : $18 - $25