Salary & Benefits?
About the RoleIn this position, you will support client service operations, employee benefit enrollments, data accuracy, proposal preparation, and ongoing client support.Your primary responsibility will be assisting two in-office Account Managers with administrative and data‐related tasks to ensure a smooth client experience.Success in this role requires strong attention to detail, the ability to learn systems quickly, and a genuine desire to help clients and their employees.Support two Account Managers with daily administrative and data entry tasksAssist with employee benefit enrollments and client service operationsMaintain accurate data across Excel files, PDFs,



and CRM systemsPrepare and support client proposals and documentationConduct research and help resolve client‐related inquiriesEnsure strong follow‐through and ownership of assigned tasksCommunicate professionally with internal teams and clientsWhat We're Looking ForInsurance experience is required1–3 years of experience as a Data EntryExtremely detail‐oriented and highly organizedStrong follow‐through and accountabilityProficiency with Excel, PDFs, and CRM systemsComfortable learning new tools, systems, and workflowsTech‐savvy profile preferredStrong written and verbal communication skillsAbility to manage multiple tasks and deadlines simultaneouslyApply now and start building your career in the employee benefits consulting industry.
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📌 Data Entry Clerk - Insurance (Estado de México)
🏢 Remoto Workforce
📍 Estado de México