Client Success Advisor

Join to apply for the Client Success Coordinator role at Medicare Joe ®

$21.00/hr - $23.00/hr

Schedule: Monday–Friday, 8:15 AM–5:30 PM (Weekends and major holidays off)

We are looking for dependable, detail-oriented individuals who want to be part of a growing, mission-driven team. As a member of our Customer Success Team, you’ll work in a supportive, positive culture surrounded by people who care about doing great work and helping others.

We are interested in candidates who demonstrate motivation, ownership, and a willingness to grow in their role—not someone just looking to clock in and out. If you’re ready to contribute to a company that values performance, learning, and team collaboration, this may be the opportunity for you.

As a Client Success Coordinator at Medicare Joe ®, you’ll be the first point of contact for our clients—providing high-quality service and support as they navigate their Medicare coverage. You’ll begin as a Customer Success Trainee
, mastering the basics of Medicare support, tools, and communication. Upon successful completion of your training, you’ll advance into the Advisor role where you’ll handle more complex service needs and provide internal support to our sales team.

This is a full-time, onsite role that plays a vital part in client satisfaction, internal coordination, and our day-to-day operations.

• Hands‑on training and development for the Medicare space
• Clear promotion track from Trainee to Advisor within 60–90 days
• Structured support from managers and senior team members
• Opportunities for long‑term growth in operations, licensing, or leadership
• A professional yet fun and collaborative work environment

• Learn and apply basic Medicare knowledge
• Complete our 60‑day onboarding and training curriculum
• Handle 20–40 calls and texts/day with professionalism
• Complete 20–30 daily client service tasks and follow‑ups
• Answer Medicare‑related questions with confidence and clarity
• Support agents by prepping clients for transfers and resolving escalated issues
• Handle claim and carrier concerns with efficiency and ownership
• Use internal systems (CRM, GHL) to manage all client documentation
• Take full ownership of your customer interactions and tasks by end of day
• Collaborate with leadership to resolve client issues
• Participate in feedback sessions and ongoing coaching
• Professional, friendly communication—both written and verbal
• Organized and efficient with daily task management
• Comfortable using Google Workspace (Docs, Sheets, Drive) and Microsoft Office (Word, Excel, Outlook) for communication and documentation
• Strong problem‑solving skills and ability to take initiative
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Willingness to learn and grow through coaching
• Ability to manage high volume and multitask under pressure
• Detail‑oriented and accurate with documentation
• Team player with a positive attitude
• Committed to delivering a high standard of service

• 1+ year in customer service, admin, or healthcare support roles
• Experience with CRM tools or inbound call handling is a plus
• Must be comfortable working in a fast‑paced, collaborative office

• Prolonged periods sitting at a desk, using a computer and phone
• Must be able to communicate clearly over the phone and in person
• Onsite presence required in our Lincoln, RI office (this is not a remote role)
• 401(k) with company match
• Paid vacation time (2 weeks after 3 months of employment)
• Paid holidays
• Paid continuing education for compliance and licensing
• Company and individual performance incentives

• Bachelor's (Required)

• Customer service: 1 year (Required)
• sales: 1 year (Required)

Referrals increase your chances of interviewing at Medicare Joe ® by 2x