Customer Service Sales Representative

Confidential; Pittsburgh (Allegheny County); On-site; USD 32,000 - 52,000; Full time

Job summary

Confidential is seeking a Retail Store Sales representative to be the first contact at the Medicare Center. You will greet customers, identify needs, schedule consultations, and maintain accurate records while supporting daily operations.

The role emphasizes excellent customer service, data entry in CRM, collaboration with center leadership, and strict adherence to privacy regulations. Office-based with seasonal hours and onboarding training.

Qualifications

• High school diploma or equivalent required.
• 1–3 years in customer service, front desk, retail, or sales support.
• Experience scheduling appointments and managing customer interactions.
• Experience using Microsoft Office applications, including Word and Excel.
• Basic computer proficiency with CRM or customer management systems.

Responsibilities

• Welcome customers and provide a professional first impression.
• Assist customers by identifying needs and directing them to sales or support.
• Schedule and coordinate Medicare sales consultation appointments.
• Create and maintain accurate customer profiles in CRM.
• Answer calls and respond to inquiries professionally.
• Maintain inventory of sales materials and office supplies.
• Ensure reception area is organized and welcoming.
• Generate daily activity reports and maintain documentation.
• Collaborate with leadership to ensure efficient workflow.
• Participate in training programs and compliance requirements.

Skills

Customer service

Interpersonal communication

Multitasking

Data entry accuracy

Verbal and written communication

Education

High school diploma or equivalent

Associate's or Bachelor's degree in Business, Healthcare Administration, Marketing, Communications, or related field

Tools

CRM software

Microsoft Word

Microsoft Excel

Outlook

Job description

Retail Store Sales representative serves as the first point of contact for customers visiting or contacting a Medicare Center. This role is responsible for delivering an exceptional customer experience, coordinating sales consultation appointments, maintaining accurate customer records, and supporting the daily operations of the center. The position plays a key role in ensuring customers are connected with the appropriate resources while supporting the organization's Medicare sales and service initiatives.

Key Responsibilities

• Welcome customers to the Medicare Center and provide a professional, friendly first impression.
• Assist customers by identifying their needs and directing them to the appropriate sales or support representative.
• Schedule and coordinate Medicare sales consultation appointments.
• Create and maintain accurate customer profiles within the CRM system.
• Answer incoming telephone calls and respond to customer inquiries professionally.
• Communicate expected wait times and alternative service options when necessary.
• Support daily Medicare Center operations and provide operational updates to management.
• Maintain inventory of sales materials, office supplies, refreshments, and customer resources.
• Ensure the reception and customer waiting areas remain organized, clean, and welcoming.
• Assist with coordinating sales meetings, events, and administrative activities.
• Generate daily activity reports and maintain operational documentation.
• Collaborate with center leadership and corporate teams to ensure efficient workflow and outstanding customer service.
• Participate in required onboarding, compliance, and industry-specific training programs.
• Maintain confidentiality of customer information and comply with all applicable privacy regulations.

Minimum Education & Experience Requirements

Required

• High school diploma or equivalent.
• 1–3 years of experience in customer service, administrative support, front desk, retail, hospitality, healthcare, or sales support.
• Experience scheduling appointments and managing customer interactions.
• Experience using Microsoft Office applications, including Word and Excel.
• Basic computer proficiency with CRM or customer management systems.

Preferred

• Associate's or Bachelor's degree in Business, Healthcare Administration, Marketing, Communications, or a related field.
• Previous experience in insurance, healthcare, Medicare, retail sales, or financial services.
• Experience supporting a customer-facing sales organization.

Special Requirements

• Ability to complete required paid training and onboarding programs.
• Ability to work assigned seasonal schedules and business hours.
• Ability to maintain confidentiality of customer and company information.
• Ability to travel locally if required for meetings or training.
• Ability to successfully complete any required background screening.

Knowledge, Skills, and Abilities

• Excellent customer service and interpersonal communication skills.
• Strong organizational and multitasking abilities.
• Ability to coordinate appointments and manage multiple priorities.
• Strong attention to detail and accuracy in data entry.
• Excellent verbal and written communication skills.
• Working knowledge of Microsoft Word, Excel, Outlook, and CRM software.
• Ability to learn insurance products, Medicare programs, and company procedures.
• Problem-solving and critical-thinking skills.
• Ability to work independently and collaboratively in a team environment.
• Strong time management and follow-through.
• Ability to remain calm and professional in a fast-paced customer environment.

Additional Desired Characteristics

• Experience working in a Medicare, healthcare, insurance, or retail environment.
• Customer-focused mindset with a passion for helping others.
• Experience coordinating appointments or scheduling for sales teams.
• Familiarity with CRM platforms such as Salesforce, Dynamics, or similar systems.
• Ability to quickly adapt to changing priorities and customer needs.
• Professional appearance and positive attitude.
• Primarily office-based in a customer-facing Medicare Center.
• Frequent interaction with customers, sales representatives, and management.
• Fast-paced environment with seasonal increases in customer volume.
• Standard business hours with occasional overtime during peak enrollment periods.
• Initial training provided, followed by ongoing coaching and development opportunities.