Customer Service Representative [Hourly Base + Annual Incentive]

Customer Service Representative

Make a Difference in People's Lives Every Day

At My Senior Health Plan, we help seniors navigate one of the most important decisions of their lives: choosing the right healthcare coverage. As a Customer Service Representative you'll play a vital role in delivering a seamless, compassionate experience for every client we serve. If you're highly organized, people-focused, and thrive in a fast-paced environment, this is your opportunity to build a meaningful career while helping others.

What You'll Do

As a Customer Service Representative, you'll be the connection point between our clients, sales team, and insurance partners assuring every interaction is handled with care and precision.

Client Experience

• Serve as a friendly, professional point of contact via phone and email
• Respond to client questions with clarity, empathy, and urgency
• Conduct verification and follow-up calls to support client satisfaction

Operations & Support

• Process insurance applications with accuracy and attention to detail
• Maintain and update client records in CRM systems (Salesforce/HubSpot)
• Prepare and send client kits and documentation
• Track application status and coordinate with insurance carriers

Team Collaboration

• Route qualified leads to the sales team
• Support post-sale follow-up and satisfaction surveys
• Assist with administrative tasks and special projects 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.