Client Service Representative

Job Description

Job Description

Help Seniors Make Confident Medicare Decisions

Do you love helping people and making a real difference every day?

At My Senior Health Plan , we're more than an insurance agency. We're a trusted guide for seniors navigating some of the most important healthcare decisions of their lives. As a Client Service Representative , you'll be a vital part of that mission, providing compassionate support, ensuring a seamless enrollment experience, and helping clients feel informed and confident every step of the way.

If you're a people-first professional who enjoys solving problems, building relationships, and delivering exceptional service, we'd love to meet you.

Why You'll Love Working Here

Make a meaningful impact by helping seniors access the healthcare coverage they need.

Join a supportive team that values collaboration, positivity, and personal growth.

Build a career, not just a job with comprehensive training and advancement opportunities.

Enjoy competitive pay and exceptional benefits designed to support your health, financial future, and work-life balance.

What You'll Do

As a Client Service Representative, you'll be the friendly and knowledgeable voice our clients rely on throughout their Medicare journey.

Your responsibilities will include:

• Providing outstanding customer support by phone and email.
• Answering client questions with empathy, professionalism, and accuracy.
• Conducting verification, enrollment, and follow-up calls.
• Processing insurance applications and maintaining accurate client records in our CRM HubSpot.
• Tracking application status and coordinating with insurance carriers to ensure timely service.
• Preparing enrollment materials and client documentation.
• Supporting our licensed agents and sales team with client outreach and administrative tasks.
• Creating a positive, stress-free experience for every client interaction.

What Makes You a Great Fit

You genuinely enjoy helping people and take pride in delivering exceptional service. You're organized, proactive, and comfortable juggling multiple priorities while maintaining attention to detail.

Required Qualifications

• High school diploma or GED and at least one year of customer service or administrative experience, or an associate degree.
• Strong verbal and written communication skills.
• Excellent organizational and multitasking abilities.
• Comfortable learning new technology and CRM systems.
• A positive attitude and passion for helping others.

Preferred Qualifications

• Bachelor's degree.
• Bilingual in Spanish, Mandarin/Cantonese, or Korean .
• Experience with Salesforce, HubSpot, or other CRM platforms.
• Experience in insurance, healthcare, Medicare, or senior services.

Compensation & Benefits

Pay: $21.50 to $24.00 per hour, plus annual bonus opportunity

Benefits Include:

• Medical, dental, and vision insurance
• Company-paid life and disability coverage
• Voluntary supplemental benefits
• 401(k) with up to a 4% company match
• Profit sharing program (3%-7% of base pay )
• Paid vacation and sick time
• Paid company holidays
• The entire week of Christmas off after 90 days
• Ongoing professional development and career advancement opportunities

Our Culture

At My Senior Health Plan, our success starts with our people. We believe in creating an environment where employees feel valued, supported, and empowered to grow.

Our Core Values

• Client-Centric Service – We put clients first in everything we do.
• Integrity – We do the right thing, even when no one is watching.
• Positivity – We bring optimism and solutions to every challenge.
• Growth Mindset – We embrace learning, innovation, and continuous improvement.

Physical Requirements

• Ability to remain seated and work on a computer for extended periods.
• Ability to communicate effectively via telephone and video conferencing.
• Ability to thrive in a fast-paced, client-focused environment while maintaining professionalism and accuracy.

Make a Difference Every Day

If you're looking for a career where your work truly matters, where you'll be supported by an incredible team, and where you can help seniors gain peace of mind about their healthcare decisions, we encourage you to apply today.

Join My Senior Health Plan and become a trusted advocate for seniors in your community.

*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.

Job Posted by ApplicantPro