ePlatinumHealth · 1 day ago
Administrative & Client Services Agent
Brookfield, WI
Full-time
Hybrid
New Grad, Entry LevelePlatinumHealth is a fast-growing independent health insurance agency serving individuals, families, and Medicare clients across Wisconsin. They are hiring for a hybrid Administrative & Client Services role that combines office operations with client-facing insurance support, providing variety in daily tasks while assisting clients and managing office responsibilities.
Commercial InsuranceHealth CareHealth InsuranceInsuranceLife Insurance
Responsibilities
Greet clients and manage the front desk
Answer phones and schedule appointments
Scan, upload, and organize client documents
Maintain client records and files
Support agents and leadership with daily operations
Run scheduled client appointments (in person and by phone)
Assist clients with Medicare, Marketplace, and health plan enrollments
Complete and submit insurance applications
Review plan benefits, provider networks, and coverage
Help with renewals, plan changes, and follow-ups
Work from an established book of business — no cold calling
Qualification
Required
Friendly, professional communication skills
Strong attention to detail and organization
Comfort working with computers and Google Workspace
Enjoys helping people and explaining things clearly
Wants a stable, long-term role with growth
Preferred
Experience in an office, medical, or insurance setting is a plus — but not required
Benefits
Paid PTO
401(k) after one year
Health insurance reimbursement
Paid licensing, training, and continuing education
Company
ePlatinumHealth
ePlatinumHealth offers independent insurance agents the education, training, software, and support they need to grow their businesses and best serve their clients.
Founded in 2012
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase