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Crown Legacy Group
Medicare Office Assistant
Career Insights for Front Office Assistant
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Scorecard
Based on Alabama data
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What they do
A Front Office Assistant greets people in an office, handles calls, and provides administrative assistance for the office. Organizes files and assists with record keeping and data base management. Manages office mail, email and text correspondence. Greets visitors, clients, patients or vendors who come to an office. Answers phone calls and directs inquiries to other staff.
$34,498 / year median in Alabama
+3% projected growth
Job Description
- Answer phones, respond to emails, and greet clients — often seniors — with patience and warmth
- Schedule and confirm client appointments, including the heavier volume during the Annual Enrollment Period (AEP, Oct 15-Dec 7) and other Medicare enrollment windows
- Prepare, organize, and track enrollment paperwork and compliance documents (e.g., Scope of Appointment forms, applications)
- Maintain accurate, up-to-date client records in our CRM/agency management system
- Assist with mailings, follow-up calls, and reminder outreach to clients
- Support basic office administration: filing, supply ordering, light bookkeeping tasks, and keeping the office organized
- Help clients understand next steps in plain language (no advising on plans — that stays with Karen and licensed agents)
- Pitch in wherever the team needs a hand, especially during seasonal enrollment periods What We're Looking For
- High school diploma or equivalent required; some college or office administration experience a plus
- 1-2+ years in an administrative, customer service, medical office, or insurance office role preferred
- Comfortable on the phone and computer — proficient with email, scheduling tools, and basic Excel/Word
- Strong organizational skills and close attention to detail (this work involves sensitive personal and health information)
- A genuine, patient, caring manner with older adults
- Reliable, punctual, and able to keep client information confidential (HIPAA awareness a plus)
- Willingness to learn the basics of Medicare — no insurance license or prior Medicare knowledge required to start; a health/life insurance license is a plus but not required for this role
- Available for full days during AEP (Oct 15-Dec 7), when the office is busiest