Customer Service Representative

Medicare Joe ®; Lincoln (RI); On-site; USD 28,929 - 31,684; Full time

Benefits offered by this job

401(k) with company match

Paid vacation time

Paid continuing education

Job summary

A healthcare service provider in Lincoln, RI is seeking a Customer Service Representative to deliver exceptional service and support clients with their Medicare needs. You will undergo hands-on training and have a clear promotion track from Trainee to Advisor within 60 days. The ideal candidate has customer service experience, strong communication skills, and a commitment to delivering high-quality service in a professional environment.

Qualifications

• Dependable and detail-oriented individuals who want to grow.
• Experience with CRM tools or inbound call handling is a plus.
• Must be comfortable communicating clearly over the phone and in person.

Responsibilities

• Provide high-quality service and support for Medicare coverage.
• Handle 20–40 calls and texts daily with professionalism.
• Support agents by prepping clients for transfers and resolving escalated issues.

Skills

Customer service

Problem-solving

Team collaboration

Communication skills

Multitasking

Attention to detail

Education

1+ year in customer service or healthcare support roles

Tools

CRM tools

Google Workspace

Microsoft Office

Job description

Join to apply for the Customer Service Representative role at Medicare Joe ®

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

Compensation: $21 to start, $23 per hour after 60 day training period

Who We’re Looking For

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.

Position Summary

As a Customer Service Representative 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.

What We Provide

• Hands‑on training and development for the Medicare space
• Clear promotion track from Trainee to Advisor within 60 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

Performance Objectives

• 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
• 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

Education & Experience

• 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

Physical Requirements

• 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

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