Client Success Specialist

My Senior Health Plan; Brentwood (TN); On-site; USD 27,552 - 33,062; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

401(k) with company match

Job summary

My Senior Health Plan is seeking a Customer Service Representative to help seniors navigate Medicare with confidence. You will support clients, coordinate with insurance carriers, and assist our sales team through enrollment.

If you’re organized, people-focused, and enjoy making a difference, we’d love to hear from you. Responsibilities include answering questions, verifying information, processing applications in Salesforce/HubSpot, and coordinating with carriers.

Qualifications

• High school diploma or GED with 1+ year of admin 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.

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.

Skills

Communication

Organization

Multitasking

CRM systems

Learning new technology

Education

High school diploma/GED

Associate degree

Bachelor's degree

Tools

Salesforce

HubSpot

Job description

Help Seniors Navigate Medicare with Confidence

At My Senior Health Plan, we're committed to helping seniors make informed healthcare decisions with compassion and integrity. As a Customer Service Representative, you'll play a key role in delivering an exceptional client experience by supporting clients, coordinating with insurance carriers, and assisting our sales team throughout the enrollment process.

If you're organized, people-focused, and enjoy making a difference, we'd love to hear from you.

What You'll Do

• 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

Required

• 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

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

Why Join Us?

• $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.
• Supportive team culture in our Brentwood office.

What We Value

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

Our Core Values

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

Ready to build a meaningful career while making a difference? Apply today!

*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.