Customer Service Representative

Job Description

Job Description

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.
• 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.

Bonus Points:

• Bilingual in Spanish, Mandarin/Cantonese, Korean strongly preferred.
• Bachelor's degree.

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 $21.50-$24/hr) with an annual bonus.
• Health insurance (medical, dental, vision) with 75% employer paid premiums.
• Ancillary benefits (life, pet care, disability, hospital indemnity, accident, critical illness).
• 401(k) plan with matching (up to 4%) and profit-sharing (3-7% 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.

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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.

*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.