What are the responsibilities and job description for the Customer Service Representative position at Medicare Joe ®?
Location: Lincoln, RI
Rate: $21 per hour to $23 per hour upon completion of training (60 days)
Schedule: 8:30AM-5PM
Who We’re Looking For
We are looking for dependable, detail-oriented individuals who want to be part of a growing, mission-driven team. As a member of our Customer Service Team, you’ll work in a supportive, positive culture surrounded by people who care about doing great work and helping others.
We are interested in candidates who demonstrate motivation, ownership, and a willingness to grow in their role—not someone just looking to clock in and out. If you’re ready to contribute to a company that values performance, learning, and team collaboration, this may be the opportunity for you.
Position Summary
As a Customer Service Representative at Medicare Joe ®, you’ll be the first point of contact for our clients—providing high-quality service and support as they navigate their Medicare coverage. You’ll begin as a Customer Service Trainee, mastering the basics of Medicare support, tools, and communication. Upon successful completion of your training, you’ll advance into the Advisor role where you’ll handle more complex service needs and provide internal support to our sales team.
This is a full-time, onsite role that plays a vital part in client satisfaction, internal coordination, and our day-to-day operations.
About Medicare Joe ®
We are Medicare Joe ®, one of the fastest-growing insurance agencies in the country. We provide expert Medicare education and guidance to seniors, helping them select the health plan that best fits their needs. We are growing by the day, and our mission is to simplify the Medicare process and serve every client with clarity, compassion, and integrity.
We are resourceful and results-driven in our pursuit to see every team member reach their personal, professional, and financial goals through the work we do together. Our core values are the backbone of our business and guide our hiring process: we are accountable, team-oriented, and act with integrity.
We Provide:
- Hands-on training and development for the Medicare space
- Clear promotion track from Trainee to Advisor within 60–90 days
- Structured support from managers and senior team members
- Opportunities for long-term growth in operations, licensing, or leadership
- A professional yet fun and collaborative work environment
Performance Objectives
- Learn and apply basic Medicare knowledge
- Complete our 60-day onboarding and training curriculum
- Handle 20–40 calls and texts/day with professionalism
- Complete 20–30 daily client service tasks and follow-ups
- Answer Medicare-related questions with confidence and clarity
- Support agents by prepping clients for transfers and resolving escalated issues
- Handle claim and carrier concerns with efficiency and ownership
- Use internal systems (CRM, GHL) to manage all client documentation
- Take full ownership of your customer interactions and tasks by end of day
- Collaborate with leadership to resolve client issues
- Participate in feedback sessions and ongoing coaching
Key Competencies
- Professional, friendly communication—both written and verbal
- Organized and efficient with daily task management
- Comfortable using Google Workspace (Docs, Sheets, Drive) and Microsoft Office (Word, Excel, Outlook) for communication and documentation
- Strong problem-solving skills and ability to take initiative
- Willingness to learn and grow through coaching
- Ability to manage high volume and multitask under pressure
- Detail-oriented and accurate with documentation
- Team player with a positive attitude
- Committed to delivering a high standard of service
Education & Experience
- Bachelor’s degree (preferred)
- 1 year in customer service, admin, or healthcare support roles
- Experience with CRM tools or inbound call handling is a plus
- Must be comfortable working in a fast-paced, collaborative office
Physical Requirements
- Prolonged periods sitting at a desk, using a computer and phone
- Must be able to communicate clearly over the phone and in person
- Onsite presence required in our Lincoln, RI office (this is not a remote role)
Benefits
- 401(k) with company match
- Paid vacation time (2 weeks after 3 months of employment)
- Paid holidays
- Paid professional training & development
- Paid continuing education for compliance and licensing
- Company and individual performance incentives
Salary : $21 - $23