What are the responsibilities and job description for the Client Success Specialist position at My Senior Health Plan?
Help Seniors Navigate Medicare with Confidence
At My Senior Health Plan, we're committed to helping seniors make informed healthcare decisions with compassion and integrity. As a Customer Service Representative, you'll play a key role in delivering an exceptional client experience by supporting clients, coordinating with insurance carriers, and assisting our sales team throughout the enrollment process.
If you're organized, people-focused, and enjoy making a difference, we'd love to hear from you.
What You'll Do
Required
We're looking for individuals who are motivated to help others, communicate with empathy, embrace learning, and take pride in delivering exceptional service. If you're dependable, positive, and thrive in a collaborative environment, you'll fit right in.
Our Core Values
At My Senior Health Plan, we're committed to helping seniors make informed healthcare decisions with compassion and integrity. As a Customer Service Representative, you'll play a key role in delivering an exceptional client experience by supporting clients, coordinating with insurance carriers, and assisting our sales team throughout the enrollment process.
If you're organized, people-focused, and enjoy making a difference, we'd love to hear from you.
What You'll Do
- Provide friendly, professional support via phone and email.
- Answer client questions and conduct verification and follow-up calls.
- Process insurance applications accurately and maintain client records in Salesforce and HubSpot.
- Track application status and coordinate with insurance carriers.
- Prepare client materials and documentation.
- Support the sales team with client follow-up and administrative tasks.
Required
- High school diploma/GED with at least one year of administrative or customer service experience, or an associate degree.
- Strong communication, organization, and multitasking skills.
- Comfortable learning CRM systems and new technology.
- Passion for helping others.
- Bachelor's degree.
- Bilingual in Spanish, Mandarin/Cantonese, or Korean.
- Experience with Salesforce, HubSpot, or similar CRM platforms.
- Prolonged periods of sitting and working on a computer.
- Ability to communicate effectively by telephone and video conferencing.
- Ability to work in a fast-paced environment while maintaining professionalism and accuracy.
- $21.50–$24/hour plus annual bonus opportunity.
- Medical, dental, vision, life, disability, and voluntary benefits.
- 401(k) with up to 4% company match and profit sharing (3-7% of base pay)
- Paid vacation, sick time, company holidays, and the week of Christmas off.
- Comprehensive training and opportunities for career growth.
- Supportive team culture in our Brentwood office.
We're looking for individuals who are motivated to help others, communicate with empathy, embrace learning, and take pride in delivering exceptional service. If you're dependable, positive, and thrive in a collaborative environment, you'll fit right in.
Our Core Values
- Client-Centric Service
- Integrity
- Positivity
- Growth Mindset
- 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.
Salary : $22 - $24