Client Service Representative

At My Senior Health Plan
, we're dedicated to helping seniors make confident healthcare decisions during some of the most important moments of their lives. As a Client Service Representative
, you'll play a key role in ensuring every client receives exceptional support, guidance, and care throughout their journey.

If you enjoy helping people, staying organized, and working in a dynamic environment, this is a great opportunity to grow your career while making a meaningful difference.

As a Client Service Representative, you will serve as an important link between our clients, licensed agents, and insurance carrier partners. Your attention to detail and commitment to outstanding service will help create a positive experience for every individual we assist.

• Provide courteous and professional support by phone and email.
• Assist clients by answering questions accurately and compassionately.
• Complete verification calls and follow-up outreach to ensure a high-quality client experience.

• Review and process insurance applications accurately and efficiently.
• Maintain client information and activity records within CRM platforms such as Salesforce and Hub Spot.
• Assemble and distribute enrollment materials, welcome kits, and other documentation.
• Monitor application progress and communicate with insurance carriers regarding status updates.

• Direct qualified opportunities to the appropriate sales representatives.
• Assist with post-enrollment client outreach and satisfaction initiatives.
• Support departmental projects and general administrative activities as assigned.

• High school diploma or GED with at least one year of administrative or customer service experience, or an associate degree.
• Strong verbal communication skills and professional phone etiquette.
• Excellent organizational skills and attention to detail.
• Ability to prioritize tasks and manage multiple responsibilities.
• Positive attitude with a willingness to learn and grow.
• Comfortable using CRM systems, web-based applications, and technology tools.
• Genuine passion for serving and helping others.

• Bilingual skills in Spanish, Mandarin, Cantonese, or Korean are highly desirable.
• Bachelor's degree preferred.

• Primarily office-based role utilizing computers and standard office equipment.
• May occasionally lift or move items weighing up to 25 pounds.
• Requires regular movement within the office and extended periods of sitting.

• Competitive hourly compensation ranging from $21.50 to $24.00 per hour
  , plus annual bonus opportunities.
• Medical, dental, and vision coverage with 75% employer-paid premiums
  .
• Additional benefits including life insurance, disability coverage, pet insurance, accident protection, hospital indemnity, and critical illness plans.
• 401(k) with company match of up to 4%, plus annual profit-sharing contributions.
• Paid time off package that grows with tenure, along with sick leave and company holidays, including the week between Christmas and New Year's.
• Employer-paid parking in beautiful La Jolla, California.
• Comprehensive onboarding and training programs designed to support long-term success.

You are enthusiastic about helping people and committed to delivering outstanding customer service. You see this role as a meaningful career opportunity and are motivated by making a positive impact on clients' lives.

You recognize the importance of responsiveness, accuracy, and professionalism. You understand how timely communication, thorough documentation, and strong follow-through contribute to client satisfaction and business success.

You possess…