Client Support Specialist

Integrity; Johnstown (Cambria County); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Integrity is seeking a Seasonal Client Support Specialist in Johnstown, PA. You will assist Medicare-eligible clients by reviewing medications and care needs, coordinating with licensed agents, and scheduling appointments for the upcoming plan year.

The ideal candidate has 1-2 years of Medicare experience, a PA Health & Life Producer License, and basic Microsoft Office skills. The role combines in-person and telephonic client interactions to support the sales team.

Qualifications

• Customer-first mindset and passion for serving clients.
• Willingness to learn and adapt in a fast-paced environment.
• Ability to coordinate with licensed agents and clients.

Responsibilities

• Prepare client files and gather documentation for enrollment processes.
• Answer inquiries, schedule appointments, and facilitate communication with agents.
• Follow up with clients to address questions and support enrollment/retention efforts.
• Maintain organized client records and correspondence per procedures and compliance.
• Review client information to support Medicare plan option identification.
• Build relationships with clients, referral partners, and community resources.
• Stay current on Medicare guidelines and carrier updates using office tools.

Skills

Customer service

Medicare knowledge

Communication

Time management

Tech savvy

Education

PA Health & Life Producer License

Tools

Microsoft Outlook

Excel

OneDrive

Job description

Job Summary

American Insurance Marketing Group, LLC. an Integrity Company, locally known as The Health Insurance Place, is looking to have a Seasonal Client Support Specialist with 1-2 years of experience in Medicare benefits join the team. This position would be based in Johnstown, PA.

As a Client Support Specialist with The Health Insurance Place, you will assist Medicare eligible clients by reviewing medications, physicians and general care concerns to determine the best plan for their needs. You will be the liaison between the client and the Sales Agent, recommending an appointment with a Sales Agent when needed to make changes for the upcoming plan year. This role will directly support the sales team by meeting with clients telephonically and in-person.

Primary Responsibilities

• Support Medicare Sales Agents throughout the enrollment process by preparing client files, gathering required documentation, and ensuring applications are submitted accurately and on time.
• Provide exceptional customer service to Medicare-eligible individuals by answering inquiries, scheduling appointments, and facilitating communication between clients and licensed agents.
• Conduct timely follow-up with prospective and existing clients to address questions, obtain necessary information, and support enrollment and retention efforts.
• Maintain accurate and organized client records, enrollment documentation, and customer communications in accordance with company procedures and compliance requirements.
• Assist with reviewing client information, including providers, medications, and healthcare needs, to support agents in identifying appropriate Medicare plan options.
• Build and maintain positive relationships with clients, referral partners, and community resources to support business growth and client satisfaction.
• Stay current on Medicare guidelines, carrier updates, and industry changes while utilizing company technology platforms and Microsoft Office applications to support daily operations.

Position Requirements

• A passion for serving clients is required
• Coachability & willingness to learn
• Time efficiency & astute with technology
• Basic knowledge of Microsoft Outlook, Excel, OneDrive
• Flexibility with hours and travel as needed
• Experience in Medicare as a licensed agent; Health & Life Producer License in PA

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.