Customer Service Representative

My Senior Health Plan; San Diego (CA); On-site; USD 27,552 - 33,062; Full time

Benefits offered by this job

Health insurance (medical, dental, etc

401(k) with matching & profit sharing

Paid vacation & sick time

Paid parking in La Jolla, CA

Robust training program

Job summary

My Senior Health Plan in San Diego, CA is hiring a Customer Service Representative to be the friendly link between clients, the sales team and insurance partners. You will handle calls and emails with empathy, verify information, and support the application process with accuracy.

We value organization, strong communication, and a client‑centred approach. This on‑site role includes generous benefits, paid time off, and ongoing training to help you grow within a compassionate healthcare team.

Qualifications

• High School Diploma/GED + 1 year admin experience, or associate's degree.
• Strong phone presence and a friendly, professional demeanor.
• Excellent organizational and communication skills.
• Ability to multitask and manage time effectively.
• A team player with a proactive attitude and eagerness to learn.
• Proficiency in CRMs and internet navigation.
• A passion for helping others.

Responsibilities

• Serve as a friendly, professional point of contact via phone and email
• Respond to client questions with clarity, empathy, and urgency
• Conduct verification and follow‑up calls to support client satisfaction
• Process insurance applications with accuracy and attention to detail
• Maintain and update client records in CRM systems (Salesforce/HubSpot)
• Prepare and send client kits and documentation
• Track application status and coordinate with insurance carriers
• Route qualified leads to the sales team
• Support post‑sale follow‑up and satisfaction surveys
• Assist with administrative tasks and special projects as needed

Skills

Phone presence

Organizational skills

Communication skills

Multitasking

CRM proficiency

Empathy / customer focus

Education

High School Diploma or GED

Associates degree

Bachelor's degree (preferred)

Tools

Salesforce

HubSpot

Job description

Make a Difference in People's Lives Every Day

At My Senior Health Plan, we help seniors navigate one of the most important decisions of their lives: choosing the right healthcare coverage. As a Customer Service Representative you'll play a vital role in delivering a seamless, compassionate experience for every client we serve.

If you're highly organized, people-focused, and thrive in a fast‑paced environment, this is your opportunity to build a meaningful career while helping others.

What You'll Do

As a Customer Service Representative, you'll be the connection point between our clients, sales team, and insurance partners ensuring every interaction is handled with care and precision.

Client Experience

• Serve as a friendly, professional point of contact via phone and email
• Respond to client questions with clarity, empathy, and urgency
• Conduct verification and follow‑up calls to support client satisfaction

Operations & Support

• Process insurance applications with accuracy and attention to detail
• Maintain and update client records in CRM systems (Salesforce/HubSpot)
• Prepare and send client kits and documentation
• Track application status and coordinate with insurance carriers

Team Collaboration

• Route qualified leads to the sales team
• Support post‑sale follow‑up and satisfaction surveys
• Assist with administrative tasks and special projects as needed

Requirements

• High School Diploma/GED + 1 year of admin experience, or associate's degree
• Strong phone presence and a friendly, professional demeanor
• Excellent organizational and communication skills
• Ability to multitask and manage time effectively
• A team player with a proactive attitude and eagerness to learn
• Proficiency in CRMs and internet navigation
• A passion for helping others

Bonus Points

• Bilingual in Spanish, Mandarin/Cantonese, Korean strongly preferred
• Bachelor's degree

Working Conditions

• Stationary role, operating a computer and office equipment
• Light lifting (up to 25 lbs)
• Office environment with occasional movement within the workspace

Why Join Us

• Competitive hourly base pay (ranges from $20-$24/hr) with an annual bonus
• Health insurance (medical, dental, vision) with 75% employer paid
• Ancillary benefits (life, pet care, disability, hospital indemnity, accident, critical illness)
• 401(k) plan with matching (up to 4%) and profit‑sharing (5-10% of salary)
• Paid vacation (5 business days in year 1, 10 in year 2, 15 in year 3+), sick time (5 business days), and company holidays, including the week of Christmas
• Paid parking in La Jolla, CA. Walk to the beach on your break!
• Robust training program that sets you up for success

What We're Looking For

• Want It: You genuinely want to be in this role and thrive in a customer‑service driven environment. You’re motivated by helping clients and enjoy working toward measurable goals. You see this position as a career opportunity, not just a job.
• Get It: You fully understand what success looks like in this role. You grasp the importance of timely follow‑up, accurate CRM management, and effective communication. You know how to build trust with clients and maintain a positive attitude even when challenges arise.
• Capacity to Do It: You have the skills, experience, and bandwidth to excel. This means strong organizational abilities, resilience under pressure, and the ability to manage multiple priorities without sacrificing quality. You’re tech‑savvy, comfortable with CRM systems, and capable of learning new tools quickly. Most importantly, you have the emotional intelligence to connect with clients.

Our Core Values

• Client‑Centric Service: Always put the client first
• Integrity: Do the right thing, every time
• Positivity: Bring energy and optimism to every interaction
• Growth Mindset: Embrace learning and continuous improvement

Ready to make a difference? Apply today and become part of a team that values compassion, excellence, and opportunity.