What are the responsibilities and job description for the Client Success Specialist (Temporary Part-Time) [Hourly Base + Incentive] position at My Senior Health Plan?
My Senior Health Plan, a leader in the Medicare B2C space for nearly 20 years, is looking for a motivated and energetic Client Success Specialist to join our growing team in La Jolla, CA. If you have a strong background in customer service and are passionate about making a difference in the lives of seniors, we want to hear from you!
Job Summary: As a Client Success Specialist, you’ll be the go-to support for our clients and internal teams, ensuring a smooth and professional experience from start to finish.
Job Duties And Responsibilities
My Senior Health Plan is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, gender, sexual orientation, gender identity, gender expression, transgender, pregnancy, marital status, national origin, ancestry, citizenship status, age, disability, protected Veteran Status, genetics or any other characteristic protected by applicable federal, state, or local law.
To make our hiring process smooth and efficient, we use tools like BambooHR (application tracking), Hireflix (on-demand interviews), and Calendly (scheduling), and TestGorilla (skills assessments). These tools help us stay organized, but all applications and results are carefully reviewed by real people.
AI supports our process, it doesn’t replace human judgment. We also take steps to reduce potential bias in the tools we use, so every candidate is considered fairly.
Job Summary: As a Client Success Specialist, you’ll be the go-to support for our clients and internal teams, ensuring a smooth and professional experience from start to finish.
Job Duties And Responsibilities
- Communicate with clients via phone and email in a courteous, professional, and timely manner.
- Manage inbound and outbound calls utilizing an auto-dialer system.
- Qualify potential leads and transfer them to the appropriate sales team members.
- Accurately enter and maintain client information within our CRM.
- Prepare and distribute client welcome kits and related materials.
- Process insurance applications and conduct verification calls as required.
- Monitor and follow up on application statuses with both carriers and clients.
- Assist in post-sale client support to ensure satisfaction and retention.
- Perform a variety of administrative tasks, including scanning, filing, and data entry.
- Provide backup support to other administrative functions as needed.
- High school diploma or GED with a minimum of 3 years of administrative experience, or a bachelor’s degree with at least 2 years of relevant experience.
- Job stability and tenure in previous roles.
- Strong phone presence with a friendly and professional demeanor.
- Excellent organizational, interpersonal, and written/verbal communication skills.
- Proven ability to multitask, prioritize responsibilities, and manage time effectively in a fast-paced environment.
- Collaborative team player with a proactive mindset and a strong desire to learn and grow.
- Proficient in Microsoft Office and internet research/navigation.
- Familiarity with CRM systems and a genuine passion for providing exceptional client service.
- Stationary role, operating a computer and office equipment.
- Light lifting (up to 25 lbs.).
- Office environment with occasional movement within the workspace.
- Part-time 16-24 hours/week. Temporary until 12/31/2025, with the potential to transition to a permanent role 1/1/2026.
- Competitive hourly base pay with an annual performance-based bonus.
- Paid sick time
- Positive work environment with growth opportunities.
- Paid parking in La Jolla, CA.
- No cold calls, all warm leads.
My Senior Health Plan is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, gender, sexual orientation, gender identity, gender expression, transgender, pregnancy, marital status, national origin, ancestry, citizenship status, age, disability, protected Veteran Status, genetics or any other characteristic protected by applicable federal, state, or local law.
- All offers of employment are contingent upon successfully passing a pre-employment drug test and background check. My Senior Health Plan.com Inc. participates in E-Verify.
To make our hiring process smooth and efficient, we use tools like BambooHR (application tracking), Hireflix (on-demand interviews), and Calendly (scheduling), and TestGorilla (skills assessments). These tools help us stay organized, but all applications and results are carefully reviewed by real people.
AI supports our process, it doesn’t replace human judgment. We also take steps to reduce potential bias in the tools we use, so every candidate is considered fairly.