Medicare Customer Service / Data Analyst
Donald W Tapert Insurance Agency
Job Title Medicare Customer Service/Data Analyst Company Tapert Insurance Agency Location In-Office (Sierra Madre, CA) Job Type Full-Time About Us Tapert Insurance Agency is a leader in Medicare plan enrollment and service, dedicated to providing exceptional support and guidance to our clients. We're seeking a detail-oriented and licensed professional to join our growing team as a Medicare Customer Service/Data Analyst. Key Responsibilities Provide high-quality customer service and support to Medicare beneficiaries Analyze call data, enrollment trends, and client interactions to drive performance improvements Maintain and track client records, call logs, and follow-up actions using CRM systems Support agents and clients with policy details, coverage options, and issue resolution Collaborate with leadership to provide feedback and identify process efficiencies Generate reports and present findings related to customer behavior and business performance Requirements Active Health & Life Insurance License in the state of California (mandatory) Minimum 1 year of experience in a customer-facing role within Medicare or health insurance industry Proficiency in Microsoft Excel, Google Sheets, or other data analysis tools Ability to interpret trends, generate reports, and provide actionable insights based on client and agent performance data Excellent verbal and written communication skills Ability to explain complex Medicare information in a clear and helpful manner Comfortable using CRM systems, phone systems, and call tracking software Highly organized with great attention to detail Must have a reliable internet connection and a distraction-free work environment for remote work capability Self-starter who can stay productive and meet deadlines independently Ability to handle client concerns with professionalism and provide accurate resolutions Demonstrates sound judgment in handling sensitive client data and Medicare-related decisions Comfortable balancing customer service calls, follow-ups, and reporting tasks simultaneously Nice to Have Familiarity with Medicare Advantage, Part D, and Medigap policies Experience using CRM systems like Salesforce or Zoho Bilingual (English/Spanish) a plus Benefits Competitive compensation Opportunity to work with a dynamic and supportive team Career growth within a fast-growing agency Make a real impact in the lives of Medicare beneficiaries #J-18808-Ljbffr Donald W Tapert Insurance Agency
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