? Salary & Benefits

? About the Role

In 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 tasks
- Assist with employee benefit enrollments and client service operations
- Maintain accurate data across Excel files, PDFs, and CRM systems
- Prepare and support client proposals and documentation
- Conduct research and help resolve client‑related inquiries




- Ensure strong follow‑through and ownership of assigned tasks
- Communicate professionally with internal teams and clients

? What We’re Looking For
- Insurance experience is required
- 1–3 years of experience as a Data Entry
- Extremely detail‑oriented and highly organized
- Strong follow‑through and accountability
- Proficiency with Excel, PDFs, and CRM systems
- Comfortable learning new tools, systems, and workflows
- Tech‑savvy profile preferred
- Strong written and verbal communication skills
- Ability to manage multiple tasks and deadlines simultaneously

? Apply now and start building your career in the employee benefits consulting industry.

📌 Data Entry Clerk (Estado de México)
🏢 Remoto Workforce
📍 Estado de México