Medicare Center Concierge & Appointment Coordinator

Confidential; Pittsburgh (Allegheny County); On-site; USD 32,000 - 46,000; Full time

Job summary

Confidential is seeking a Retail Store Sales representative to be the first contact for customers at the Medicare Center. You will deliver an exceptional customer experience, coordinate sales consultation appointments, and maintain accurate customer records.

This role supports daily center operations, helps connect customers with resources, and collaborates with leadership and teams to ensure smooth workflow. Travel and training may be required.

Qualifications

• 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.

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.

Job description

Confidential is seeking a Retail Store Sales representative to be the first contact for customers at the Medicare Center. You will deliver an exceptional customer experience, coordinate sales consultation appointments, and maintain accurate customer records.

This role supports daily center operations, helps connect customers with resources, and collaborates with leadership and teams to ensure smooth workflow. Travel and training may be required.