Client Service Representative

My Senior Health Plan; San Diego (CA); On-site; USD 61,606,000 - 68,770,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Paid time off and holidays

Employer-paid parking in La Jolla

Onboarding and training

Job summary

My Senior Health Plan is hiring a Client Service Representative to be the key liaison between clients, licensed agents, and insurance carriers. You will ensure accurate responses, detailed documentation, and a high-quality client experience through phone and email support.

The role emphasizes organization, CRM proficiency, and a proactive approach to enrollment processes while contributing to team and sales support initiatives.

Qualifications

• 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.

Responsibilities

• Provide courteous and professional support by phone and email.
• Answer client 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 maintain client information in CRM platforms such as Salesforce and HubSpot.
• Direct qualified opportunities to the appropriate sales representatives.

Skills

Verbal communication

Organizational skills

Multi-tasking

CRM experience

Professional phone etiquette

Education

High school diploma or GED or Associate degree

Job description

Make an Impact Every Day

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.

Position Overview

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.

Client Support & Service

• 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.

Administrative Operations

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

Team & Sales Support

• 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.

Qualifications

• 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.

Preferred Qualifications

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

Work Environment

• 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.

Benefits & Perks

• 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.

Desire

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.

Understanding

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.

Capability

You possess the skills and adaptability needed to thrive in a fast-paced environment. You can effectively balance multiple priorities, embrace new technology, and remain calm under pressure while maintaining a high level of service.

Our Values

• Client First: Every decision starts with what's best for the client.
• Integrity: We act honestly, ethically, and responsibly.
• Positive Energy: We bring enthusiasm and encouragement to our work every day.
• Continuous Improvement: We embrace learning, growth, and innovation.

Join Our Team

If you're looking for a career where you can help others, grow professionally, and be part of a supportive team, we'd love to hear from you.

*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.