Client Success Specialist

About the role

At My Senior Health Plan, we're dedicated to helping seniors navigate their healthcare decisions with compassion and integrity. As a Customer Service Representative, you'll be part of a team that supports clients, coordinates with insurance carriers, and assists our sales team during the enrollment process.

Responsibilities

• Provide friendly, professional support via phone and email.
• Answer client questions and conduct verification and follow-up calls.
• Process insurance applications accurately and maintain client records in Salesforce and HubSpot.
• Track application status and coordinate with insurance carriers.
• Prepare client materials and documentation.
• Support the sales team with client follow-up and administrative tasks.

Qualifications

• A high school diploma/GED with at least one year of administrative or customer service experience, or an associate degree.
• Strong communication, organization, and multitasking skills.
• Comfortable learning CRM systems and new technology.
• Passion for helping others.

Preferred Qualifications

• A bachelor's degree.
• Bilingual in Spanish, Mandarin/Cantonese, or Korean.
• Experience with Salesforce, HubSpot, or similar CRM platforms.

Benefits

• $20–$24/hour plus annual bonus opportunity.
• Medical, dental, vision, life, disability, and voluntary benefits.
• 401(k) with up to 4% company match and profit sharing.
• Paid vacation, sick time, company holidays, and the week of Christmas off.
• Comprehensive training and opportunities for career growth.
• A supportive team culture in our Brentwood office.

What We Value

• Client-Centric Service
• Integrity
• Positivity
• Growth Mindset

Why Join Us?

We're looking for individuals who are motivated to help others, communicate with empathy, embrace learning, and deliver exceptional service. If you're dependable, positive, and thrive in a collaborative environment, you'll fit right in.

What We Offer

• Pre-employment drug test and background check required.
• Participation in E-Verify.