Customer Service Representative [Hourly Base + Annual Incentive]

Customer Service Representative

Are you passionate about helping others and thriving in a fast-paced, team-oriented environment? My Senior Health Plan, a leader in the Medicare B2C space for nearly 20 years, is looking for a detail-driven, client-focused Customer Service Representative to join our growing team! This is your opportunity to make a meaningful impact while building a rewarding career with a company devoted to serving others.

Job Summary: As a Customer Service Representative, you will support clients and our sales team through inbound and outbound calls, client communication, application processing, and administrative support. Responsibilities include maintaining accurate records in our CRM, transferring qualified leads, conducting follow-ups, and ensuring a positive client experience in a fast-paced environment.

Job Duties and Responsibilities

• Communicating with clients via phone and email with professionalism and care.
• Handling inbound and outbound calls using an auto-dialer system.
• Transferring qualified leads to our sales team.
• Entering and maintaining accurate client data in our CRM.
• Preparing and mailing client kits.
• Processing applications and conducting verification calls.
• Following up on application statuses with carriers and clients.
• Supporting post-sale client satisfaction efforts.
• Performing general administrative tasks like scanning, filing, and data entry.
• Jumping in to support other administrative tasks as needed.

Requirements

• High School Diploma/GED + 1 year of admin experience, or Associate's degree.
• Bilingual in Spanish strongly preferred.
• Strong phone presence and a friendly, professional demeanor.
• Excellent organizational and communication skills.
• Ability to multitask and manage time effectively.
• A team player with a proactive attitude and eagerness to learn.
• Proficiency in CRMs and internet navigation.
• A passion for helping others.

Working Conditions

• Stationary role, operating a computer and office equipment.
• Light lifting (up to 25 lbs.).
• Office environment with occasional movement within the workspace.

Why Join Us?

• Competitive hourly base pay (ranges from $20-$24/hr) with an annual bonus.
• Health insurance (medical, dental, vision) with 75% employer paid.
• Ancillary benefits (life, pet care, disability, hospital indemnity, accident, critical illness).
• 401(k) plan with matching (up to 4%) and profit-sharing (5-10% of salary).
• Paid vacation (5 business days in year 1, 10 business days in year 2, 15 business days in year 3+), sick time (5 business days), and company holidays, including the week of Christmas.
• Paid parking in La Jolla, CA. Walk to the beach on your break!
• Robust training program that sets you up for success.

What We're Looking For

• Want It: You genuinely want to be in this role and thrive in a customer service-driven environment. You're motivated by helping clients and enjoy working toward measurable goals. You see this position as a career opportunity, not just a job.
• Get It: You fully understand what success looks like in this role. You grasp the importance of timely follow-up, accurate CRM management, and effective communication. You know how to build trust with clients and maintain a positive attitude even when challenges arise.
• Capacity to Do It: You have the skills, experience, and bandwidth to excel. This means strong organizational abilities, resilience under pressure, and the ability to manage multiple priorities without sacrificing quality. You're tech-savvy, comfortable with CRM systems, and capable of learning new tools quickly. Most importantly, you have the emotional intelligence to connect with clients.

Our Core Values

• Client-Centric Service: Always put the client first.
• Integrity: Do the right thing, every time.
• Positivity: Bring energy and optimism to every interaction.
• Growth Mindset: Embrace learning and continuous improvement.

Ready to make a difference? Apply today and become part of a team that values compassion, excellence, and opportunity.

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, 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.

AI Use Disclosure To make our hiring process smooth and efficient, we use tools like BambooHR (application tracking), Hireflix (on-demand interviews), 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.